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Resources for Clients

Account Login – myEQUITY

Log into myEQUITY, Equity Trust’s online account management system to initiate investments, track a transaction, check your account balance, pay bills, and more.

First time logging in? Access this guide for step-by-step instructions

Need more help? View these Frequently Asked Questions

Equity Trust Account Login

Pay Your Invoice

Pay your Annual Maintenance Fee or other fees online via ACH. You can also pay fees with cash in your account or by credit card by logging into myEQUITY.

You can also pay fees with cash in your account or by credit card by logging into myEQUITY.

Make an Online Payment

Tenant and Borrower Payments

If you’re a tenant or borrower of an Equity Trust account holder, you can make a payment online.

Questions about submitting payments with a deposit coupon? Read this guide.

Make a Payment

Forms

Forms for investments and other transactions can be found here.

Want a faster, easier way to manage your account? Log into myEQUITY and complete your request online!

Access All Forms

Need Additional Help?

If you need assistance with opening an account, looking into the status of an investment, transferring funds, or have other questions, we’re here to help.
Contact Us

Existing Equity Trust Clients: 888.382.4727

Customer Service Hours: Monday – Friday; 8:00 AM – 6:00 PM (ET)

Claim Your Exclusive Client Benefits

To help you make informed investment decisions, we hand-picked exclusive opportunities not found with any other self-directed account custodian. You’re entitled to valuable, in-demand discounts and membership access – just for being a client. Get more details on the Client Benefits Program.

Valued Member Access

  • Free annual membership to one of the nation’s largest real estate investors associations, which includes several benefits and discounts for real estate investors
  • Free access to a leading marketplace for construction services and contractors to ensure a fair price
  • Free annual membership to a coveted financial advisor directory to protect you from risk

Special Discounts

  • Discounts on titling services specifically tailored to real estate investors who use a self-directed IRA
  • Special rental property insurance discounts

More Benefits

  • Access to time-saving, and hassle-free assistance to help you navigate the real estate investment process
  • Extensive free education for real estate investors