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Trusted Solutions for Alts Custody

Key Accounts Services

Equity Trust is one of the oldest and largest custodians specializing in difficult-to-value alternative assets.

Our streamlined fee structure, multiple-account discounts, online investment wizards, and preferred service models make it easy and cost effective for financial professionals to diversify client portfolios with alternatives.

Equity Institutional makes it easy and cost-efficient for you to diversify client portfolios with alternative assets. The extensive range of assets and account types we custody  gives you ultimate investment flexibility.

Open and mange accounts online with myEQUITY

Our state-of-the-art online myEQUITY system provides efficient, effective management of your clients’ accounts around the clock, from any device.

You can open accounts online with eSignature option easily in under ten minutes, and also use the system to manage transfer and distribution transactions.

Contact Key Accounts Services

Contact Key Accounts Services
Phone: 1-866-958-9054
Fax: 254-751-7658

Mailing Address:
Equity Institutional
Attention: Key Accounts
P.O. Box 451159
Westlake, OH 44145

Street Address: Equity Institutional
Attention: Key Accounts
1 Equity Way
Westlake, OH 44145

Dedicated Email for Institutional Advisors Only: KeyAccounts@EquityInstitutional.com

Access myEQUITY

myequity login

Key Account Fee Schedule

Fee Schedule

Key Accounts Forms

Forms

IRS Publications

IRS Publications

Access myEQUITY

Access myEQUITY

myequity login

Key Account Fee Schedule

Key Account Fee Schedule

Fee Schedule

Key Accounts Forms

Key Accounts Forms

Forms

IRS Publications

IRS Publications

IRS Publications