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Get Mutual Fund - Equity Trust Company
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How to fill out the MUTUAL FUND - Equity Trust Company online
Filling out the MUTUAL FUND - Equity Trust Company form online is an essential step for instructing the company to process your investment transactions. This guide will walk you through each component of the form to ensure a smooth and efficient online submission.
Follow the steps to complete the MUTUAL FUND form online.
- Use the ‘Get Form’ button to access the MUTUAL FUND form and open it in the editor.
- Provide your account information, including your account holder name, account number, email address, and primary daytime phone number in the designated fields.
- Choose your processing option by selecting either 'Expedited Processing Service' for a $50 fee or 'Normal Processing Service' with no additional cost.
- List your purchase instructions by providing the investment fund name, mutual fund symbol, class, and amount for each investment you wish to buy.
- If you are liquidating (selling) any funds, specify the investment fund names, mutual fund symbols, classes, shares, and amounts in the appropriate fields.
- Choose a payment method for any service-related fees: either deducting fees from your account, enclosing a check, or using a credit card on file.
- Sign and date the form to confirm you have read and understood all terms and disclosures.
- Once completed, save your changes, download a copy for your records, and submit the form through the specified options.
Complete your MUTUAL FUND - Equity Trust Company document online today to manage your investments effectively.
Equity Trust Company evolved from a predecessor brokerage firm that started in 1974, to a financial services company today with over $39 billion in assets under custody and administration (as of 1/31/23).
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