Your annual maintenance fee covers account custody services for the entire calendar year and is billed in the first quarter. The amount depends on your account type and value as of December 31 of the prior year.

To see your annual maintenance fee for 2026:

1. Log into myEQUITY
2. Click on “My Accounts” > Pay Fees
3. View invoices in the “Fee Management” table.

For market-value based fees, we use your account’s total value as of December 31 of the prior year.

*Important: Submit Fair Market Valuation Forms by December 15 to ensure accurate calculations.

Upload valuations anytime in myEQUITY under Account Activities > Fair Market Valuation.
Watch tutorial video.

Online in myEQUITY (recommended):
My Accounts > Pay Fees, then pay by credit card or account cash balance.

1. ACH/e-check: Visit info.trustetc.com/fee-payment, enter account number and zip code, then follow on-screen prompts.
2. Phone (automated): Call 877-833-0927 with your account number and billing zip code ready. Note: Phone payments process one invoice per call.
3. In myEQUITY: My Accounts > Pay Fees > select invoice(s) > Pay Selected Invoice(s) > choose credit card option (saved or new card) > submit payment. Your payment processes immediately.

Check your invoice status easily in myEQUITY: My Accounts > Pay Fees > Fee Management table.

Invoices shown as “Outstanding” have unpaid balances.

In myEQUITY: My Accounts > Pay Fees > select invoice(s) > Pay Selected Invoice(s) > choose credit card option (saved or new card) > submit payment.

Your payment processes immediately.

In myEQUITY: My Accounts > Pay Fees > select invoice(s) > Pay Selected Invoice(s) > choose “Deduct from account cash balance” > submit.

Funds are deducted from your available cash.

Precious metals require secure depository storage with annual fees.

Segregated storage, which incurs a $160 annual fee, means your precious metals are stored separately from others’ holdings, identified specifically as yours, and returned to you in the same form you deposited.

Non-segregated storage, which incurs a $110 annual fee, means your metals are pooled with similar metals from other clients, but your ownership is tracked by recordkeeping rather than by physical separation.

No, the storage fee only covers secure storage at the depository facility. Shipping costs are separate and calculated based on: (1) weight and value of your metals, and (2) required insurance coverage.

You’ll receive a shipping quote from the carrier selected by the depository before any transfer is processed. Expect shipping fees to range from $50-$300+ depending on your metals’ value and destination.

Storage Fees are billed annually, and can be paid:

1. Online in myEQUITY (recommended): My Accounts > Pay Fees, then pay by credit card or account cash balance.
2. ACH/e-check: Visit info.trustetc.com/fee-payment, enter account number and zip code, then follow on-screen prompts.
3. Credit Card: In myEQUITY: My Accounts > Pay Fees > select invoice(s) > Pay Selected Invoice(s) > choose credit card option (saved or new card) > submit payment. Your payment processes immediately. Your storage fee appears as a separate invoice within the Fee Management table.
   

Log in to myEQUITY, click Profile > Preferences > Manage Credit Cards.

To modify an existing card, including updating expiration date, billing zip code, or cardholder name, click Edit.

To add a new payment method, click Add New Card.

Log in to myEQUITY, click Profile > Preferences > Manage Credit Cards.

To modify an existing card, including updating expiration date, billing zip code, or cardholder name, click Edit.

To add a new payment method, click Add New Card.

Yes! Use our secure ACH/e-check option: Visit info.trustetc.com/fee-payment > enter your account number and billing zip code > select invoice(s) > enter your bank routing and account numbers > confirm payment.

Save your receipt for your records. NOTE: Only Outstanding invoices will be available via the payment system.

If fees are not paid by March 27, 2026, Equity will automatically attempt to deduct from your available cash balance or charge your credit card on file.

If payment is unsuccessful, you will receive a mailed invoice, including the unpaid balance and a $50.00 late fee.

Here are a couple of troubleshooting options:

1. Username and password are case-sensitive. Type them in manually, versus copy / paste.
2. Try a different browser – we suggest Google Chrome.
3. Clear your browser cache.
4. Locked Out? Your account access will automatically reset after 24 hours.

For help registering for myEQUITY, view our resource guide.

On the login screen: Click “Reset your passphrase/password” > select Account Owner > enter username > complete verification > create new password (14+ characters, case-sensitive, can’t reuse old passwords).

Pro tip: Use a password manager to securely store your login. View password manager options.

Try these solutions:

1. Confirm you’re at the correct login. (Accounts starting with 200/201 use myEQUITY; others use alternate login link).
2. Switch to Chrome browser or open an incognito window.
3. Clear your browser cache.
4. Type information manually—disable auto-fill features.

To update your Multi-Factor Authentication (MFA): Log into myEQUITY > Profile > Security Information > Multi-Factor Authentication > follow the setup for your new device/method.

Changed phone numbers? Your MFA doesn’t auto-update—set it up again.

Using Okta Verify or Google Authenticator?
If codes are not working properly, please restart your device and attempt authentication again.

New device?
I have access to my old device: Log in to myEQUITY and update your MFA settings via Profile > Security Information.
I don’t have access to my old device: Contact us at 888-382-4727 for assistance with resetting your MFA.

Your account may become locked if login has been attempted more than 5 times in a short window of time. Your account will automatically unlock after 24 hours.

To update your email address:

1. Click on Profile > Personal Information
2. Click on Update Email Address
3. Complete the multi-factor authentication by entering the code
4. Replace the current information and click Submit

This annual fee applies if you receive quarterly statements by mail rather than electronically through myEQUITY.

To avoid this fee, switch to electronic statements in myEQUITY under Profile > Preferences > Statement Delivery.

Switch to electronic statements to eliminate the $60 annual fee: In myEQUITY, go to Profile > Preferences > Manage Statement Preferences > check “Yes, I elect to receive electronic statements” > Next > Submit. Your preference will update within 1 business day.

Already paid this year’s fee? Contact us at [email protected] to request a prorated refund after switching to e-statements.

Choose your closure method: Full Distribution (withdraw all funds/assets) or Full Transfer (move to another custodian).

Submit the appropriate form through myEQUITY or contact the receiving custodian for transfers.

Important: All outstanding fees, including the $250 termination fee, must be paid before closure.

Yes, there’s a $250 account termination fee when you fully close your Equity Trust account. This fee applies whether you distribute funds or transfer to another custodian.

This one-time termination fee covers the comprehensive work required to close your account: final account processing, asset liquidation coordination (if applicable), distribution or transfer execution, final tax documentation (1099-R forms), closing statements, and administrative closure procedures. This fee ensures your account closes properly with all required documentation for IRS compliance and your records.

To initiate a Transfer of Cash or Assets, contact your receiving custodian. Completed transfer documents, including a Medallion Signature Guarantee (MSG), will be sent to ETC by your new custodian.

Transfer processing timeline (12-15 business days) begins when all necessary paperwork has been received and all applicable fees have been paid.

Full Distribution: 8-12 business days after we receive your completed distribution form.

Full Transfer: 12-15 business days after the receiving custodian sends us the transfer request.

Submit all required documents promptly to avoid delays.

A standard $30 wire fee is charged for both incoming and outgoing wires. Asset income is not subject to this fee.

To view Statements and/or Tax Forms, navigate to My Accounts > Statement or Tax Forms.

Click “Access Statements / Tax Forms” to view or download.