Getting Started

Once you receive confirmation that your account has been opened, you can begin trading!

Accounts are opened within 2-3 business days of receipt.

Accounts are funded by the customer account at Equity Trust Company.  Funds are transferred from Equity Trust Company into ETC Brokerage Services via ACH one business day after investment purchase.  Sale proceeds are swept from ETC Brokerage Services into Equity Trust one business day after settlement date.

When eligible publicly traded securities are transferred “in-kind,” you simply move your investments to us “as is.” You may not have to liquidate your public investment holdings to fund your Equity Trust Company account. There’s no selling or buying involved and no tax consequences either. Equity Trust Company receives your investments at the market value on the date of the transfer. ETC Brokerage Services, Equity Trust Company’s affiliate broker, provides you with the convenience of holding your publicly traded assets as well as facilitating trades for stock, bond, mutual fund and option trading, through an ETC Brokerage trading account. ETC Brokerage accounts are held as a position within an Equity Trust Company self-directed account and offers convenient and seamless movement of funds between trust and brokerage accounts so you can easily invest in traditional and alternative assets.

The process to transfer a publicly traded asset in-kind can be accomplished quickly and easily. First, open an Equity Trust Company account. Once your Equity Trust Company account is established, you can also open an ETC Brokerage trading account. To request your public investments to be transferred in-kind to your ETC Brokerage account, complete the Equity Trust Transfer Form and list the positions you wish to transfer and select that you would like to transfer those positions in-kind. Once Equity Trust Company receives your transfer form, ETC Brokerage will request the assets to be electronically transferred to your ETC Brokerage account. The total value of your brokerage account assets will be reflected within your Equity Trust Company account holdings. Individual brokerage asset holdings can be viewed through your ETC Brokerage online account login.