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Innovation & Technology

Customized Solutions to Help You Manage Accounts

Don’t let complicated or cumbersome processes get in the way of growing your business. We make opening and managing accounts easy with our industry-leading account management system and integration capabilities. Choose the technology solution that best fits with your account-management needs.

myEQUITY: Streamline Account Management

Simplify your processes and maintain a clear line of sight of your book of business with myEQUITY.

myEQUITY enables you to:

Save time with prepopulated fields, eSignature, quick document upload, and more
Sort and filter by asset, account, or date and utilize the export capabilities for streamlined recordkeeping
Use the intuitive TransactionTracker for status of current transaction activities
Access real-time account balances, available cash, and portfolio positions for all your client accounts

Discover myEQUITY

With our help, you can provide your clients with a simplified account-open process – and one that keeps your brand front-and-center.

Available services include:

Co-branded marketing materials
Customized online application
DocuSign solution

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API Integration: A Seamless Client Experience on Your Own Platform

Our most advanced solution, myEQUITY Connect API integration, provides you and your clients with the easiest, quickest way to open an Equity Trust account. Launch the account-open process right from your website or platform for a convenient, smooth customer experience. The custom link on your platform can automatically populate your firm as the third party on the account.

Our solutions are customizable: depending on your needs, API integrations can be developed to accommodate two-way data flow.

Explore API Possibilities

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Already Enrolled in myEQUITY?

Access your myEQUITY & DTS Accounts

DTS Account Access

myEQUITY Enrolled Accounts

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Talk to a Business Development Executive

Learn how our custodial and technology solutions can help simplify your alternatives investing. Schedule a conversation or call:

855-355-2587

Choose option 2 to discuss how these integrated solutions could work for your business.

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