Annual Billing and Institutional Fees

When are annual maintenance fees (AMF) due?

Equity Trust begins mailing annual maintenance fee bills in early January, and the due date for the 2020 AMF invoice is Thursday, February 27, 2020. Equity Trust provides four flexible payment options based on your account profile:

• Auto-pay: automatic debit from your cash holdings on invoice date or by credit card on file on invoice due date (invoice date and due date are noted on your invoice), which requires no action on your part.
  • You can enroll in Auto-pay by completing one of the payment options on your annual maintenance fee invoice, by contacting your advisor, Equity Institutional Client Services at 800-955-3434 or via email at Fees@TrustETC.com.
• Online:
  • Login to your account online (via myEQUITY) and pay fees via cash in your account or credit card¹, OR
  • If you don’t yet have a myEQUITY login, you can still pay an invoice online with our one-time payment e-check/ACH payment option.
• By Phone:
  • Call 877-833-0927 to pay your invoice via ACH using automated phone prompts or a live service agent.
• Mail: pay your annual maintenance fees by check to address noted on invoice.

¹Please note that online services (myEQUITY) do not offer clients the ability to split payment of fees between available account cash and credit cards.

Access ACH and credit card payment options to make one-time fee payments for clients:

What information do I need if I want to pay my fees via ACH?

When you elect to pay your invoice via ACH, you’ll need information about your bank account, which can be found at the bottom of a check associated with the account (see image below):

• Routing number
• Account number
• Check number

Annual Fee Schedule

With our all-inclusive fee schedule, there are no hidden fees or surprise charges. It’s very simple and easy to understand, and it comes with unbeatable value that you can only get from a leading self-directed IRA custodian.