To sign in to your myequity.com account, first you must have an active account at Equity Trust Company and have previously enrolled your account in myEQUITY.
Quick Tips:

• Your username and password are case sensitive.
• myEQUITY is the most compatible with Chrome.

If your account has been locked from invalid attempts to login, the account will remain locked for 24 hours. If you need access before the lock expires, please call Equity Trust Company at 1-888-382-4727.

If you are experiencing an error within myEQUITY, here are some steps that can be used to resolve common applications issues:

• Try a different browser.

  • myEQUITY is the most compatible with Chrome. However, myEQUITY is compatible with most browsers, some versions my cause unexpected errors. Trying an alternative browser may resolve the issue being experienced.
  • If you are unable to try an alternative browser, try using an incognito window. Visit: How to go incognito in Chrome, Edge, Firefox and Safari

• Clear the cache.

  • Caching is where a website or app stores data on your device to make online processes faster. Clearing the browser’s cache will ensure the stored information is cleared and a fresh connection can be made. Visit: Refresh Your Cache

• Ensure data entered is accurate; type in the information directly and turn off auto filling.

  • When data is inaccurately entered, an error may result. To ensure that data entered is what is intended, do not copy and paste information from another application. It is also recommended to turn off browser auto filling, as information stored may not have been updated to reflect recent changes. Visit: How to Remove a Saved Password from a Browser

You are able to reset your passphrase/password online by clicking the link on the login page labeled “Click here to reset your passphrase/password”.

To complete the passphrase/password reset, you will be required to select the type of user profile you have on myEQUITY, enter the required information to verify your username and complete the multi-factor authentication. Following these steps, you will be able to enter a new passphrase/password for your myEQUITY account.

Once your passphrase/password is updated consider using a Password Manager to help you simply and securely keep track of all of your passphrases/passwords. Visit: List of Password Managers

To complete the passphrase/password reset, you will be required to select the type of user profile you have on myEQUITY, enter the required information to verify your username and complete the multi-factor authentication.

Please confirm the details you have entered in each field carefully; it is recommended that you type the data into each field and not copy and paste it from another application.

If you are still receiving this error, please call Equity Trust Company 1-888-382-4727.

myEQUITY requires the below criteria be followed when setting up your passphrase/password:

• be 14 or more characters
• Passphrase/password can NOT contain the following special characters ' \ "
• Additionally, passphrase/password may NOT contain parts of your name, username, or common passwords.
• Your username and password are case sensitive

Your username and password are case sensitive. To confirm the username used to log into myEQUITY, click the link on the login page labeled “Click here to recover your username”.

To complete the username recovery reset, you will be required to select the type of user profile you have on myEQUITY, enter the required information to verify your identity, and complete the multi-factor authentication. Following these steps, you will receive confirmation of your username and be directed to login to myEQUITY.

The information requested to verify you are the owner of the account is very sensitive information and must match the details on file at Equity Trust.

Please confirm the details you have entered in each field carefully; it is recommended that you type the data into each field and not copy and paste it from another application.

If you are still receiving this error, please call Equity Trust Company 1-888-382-4727.

There are service providers and factors outside of Equity Trust’s control that may present issues with receiving text messages to be used within the MFA process. As a result, please make an alternative selection for your Multi-Factor Authentication preference.

Equity Trust strongly encourages you to select another option, like Google Authenticator or Okta Verify App for your MFA selection.

In order to set-up a new MFA, you first will log into your myEQUITY account. Then go to Profile>Security Information. Select Multi-Factor Authentication. Next follow the steps based on your new option selection to complete the set-up. If you have recently changed your phone number on file at Equity Trust, your MFA will not automatically update. Please be sure to update your MFA within myEQUITY.

In order to set-up your new mobile device with your Multi-Factor Authentication, please call Equity Trust Company at 1-888-382-4727. The current factor will be removed and then you will be able to complete enrollment with your new device.

To reset your Multi-Factor Authentication, please call Equity Trust Company at 1-888-382-4727. The current factor will be removed and then you will be able to complete enrollment again.

If you have recently changed your phone number on file at Equity Trust, your MFA will not automatically update. Please be sure to update your MFA within myEQUITY. In order to set-up a new phone number to be used for your Multi-Factor Authentication, please call Equity Trust Company at 1-888-382-4727.

Equity Trust strongly encourages you to select another option, like Google Authenticator or Okta Verify App for your MFA selection.

To learn more about installing and using Okta Verify, visit this page: Okta Help Center

To learn more about installing and using Google Authenticator, visit this page: Google Help for 2-Step Verification

To enroll in myEQUITY, an active Equity Trust Company account is required. The 9-digit account number would be provided to you in your Welcome Email and Welcome Packet sent to you from Equity Trust. To review additional details about enrollment, click the link: Account Owner Enrollment

To begin the registration/enrollment process click on the link on the login page labeled “Enroll in myEQUITY”.

If you have received an error page in the middle of the process, this is likely a result of a disconnection from the myEQUITY application. Please refresh your browser page.

Yes, you can provide individuals and financial professional access to your account. Equity Trust Company classifies these individuals into two groups:

1. Interested Party - Interested Party is a person and/or firm, typically a spousal, family member, or other trust person that you approved to receive information about your account, including copies of quarterly statements or other written, verbal, or electronic communications. Equity cannot accept transaction instructions or account maintenance changes from this individual.
2. Optional Authorization or Account Designated Representation– Typically identified as an Account Advisor, Broker Dealer, Digital Currency Intermediary, Precious Metals Dealer, or other financial professional that you provide the authorization to give investment directions on your behalf; will have unlimited access to your Account Information; and will receive copies of your Account statements and other correspondence.

These individuals can be listed on your account application or added to an existing account using myEQUITY by going to Profile> Account Relationships. Once listed on your account, these individual can all enroll in myEQUITY to get access to your account information, based on their role, under their own username.