Opportunity at your Fingertips

Introducing myEQUITY.com

myEQUITY makes it easy for investors and financial professionals to invest and manage their accounts with intuitive online wizards, a clear line of sight to account data and transactions in process and convenient, around-the-clock access from any device.
  • Take total control of your account using our intuitive and interactive site for account management and transaction submissions
  • myEQUITY provides a responsive experience for computers, tablets, and mobile devices offering unlimited account access at home or on-the-go
  • Easily filter, sort, and export your account’s portfolio positions, cash ledger, and transaction history
  • Quickly submit bill pay, distribution, and incoming transfer requests using the myEQUITY step by step wizards
  • Manage contact information and personal preferences directly in myEQUITY
  • Enjoy the convenience of eSignature for new account applications, distributions, and beneficiary management
  • Save time by uploading transaction documents directly in myEQUITY using our document upload tool
  • Stay informed of the progress of your account activities with real-time transaction notifications and by reviewing each activity’s unique status page
  • Review important reminders and alerts in our message center
  • Access educational content and downloadable resources to assist in answering frequently asked questions  

Learn more and see how myEQUITY makes it easy to invest and manage your account.