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https://midlandtrust.com/client-center-2

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1<!doctype html><html lang="en"><head>
2    <meta charset="utf-8">
3    <title>Equity Trust Client Center</title>
4    <link rel="shortcut icon" href="https://midlandtrust.com/hubfs/ET_3D_Pinwheel-2.png">
5    <meta name="description" content="Equity Trust's Client Center provides easy access to your self-directed investment account!">
6    
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13    
14    
15    
16<!--		
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16 -->
17<meta name="viewport" content="width=device-width, initial-scale=1">
18
19    
20    <meta property="og:description" content="Equity Trust's Client Center provides easy access to your self-directed investment account!">
21    <meta property="og:title" content="Equity Trust Client Center">
22    <meta name="twitter:description" content="Equity Trust's Client Center provides easy access to your self-directed investment account!">
23    <meta name="twitter:title" content="Equity Trust Client Center">
24
25    
26
27    
28    <style>
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705
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708
709
710
711<a href="https://getequity1031.com/">Equity 1031 Exchange 
712</a>
713
714
715
716<a href="https://equitydocprep.com">Equity Specialty Services
717</a>
718
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722<a href="https://apply.midlandtrust.com/">Open an Account</a>
723<a href="/why-choose-midland/contact-midland-trust/">Contact Us</a>
724<a href="tel:239-333-1032">239-333-1032</a>
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830
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832
833
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857
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866
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875
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909
910  
911
912
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924
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930
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991
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1031
1032  
1033
1034
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1061        <li class="kl-navbar-submenu__item">
1062          
1063          <a class="kl-navbar-submenu__button" href="https://midlandtrust.com/resources/blog">
1064            <span>Blog</span>
1065          </a>
1066          
1067
1068  
1069
1070
1071        </li>
1072      
1073        <li class="kl-navbar-submenu__item">
1074          
1075          <a class="kl-navbar-submenu__button" href="https://midlandtrust.com/resources/information-guides">
1076            <span>Informational IRA Guides</span>
1077          </a>
1078          
1079
1080  
1081
1082
1083        </li>
1084      
1085        <li class="kl-navbar-submenu__item">
1086          
1087          <a class="kl-navbar-submenu__button" href="https://midlandtrust.com/resources/midland-university">
1088            <span>Video Library</span>
1089          </a>
1090          
1091
1092  
1093
1094
1095        </li>
1096      
1097    </ul>
1098  
1099
1100
1101            </div>
1102          </li>
1103        
1104          <li class="kl-navbar__item">
1105            
1106            
1107            <a class="kl-navbar__button" href="https://midlandtrust.com/resources/search">
1108              <span>Search our site</span>
1109            </a>
1110            <div class="kl-navbar-submenu-wrapper">
1111              
1112
1113  
1114
1115
1116            </div>
1117          </li>
1118        
1119      </ul>
1120
1121      <div class="kl-navbar__end">
1122        
1123          <span id="hs_cos_wrapper_module_166740472915415_language_switcher" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_language_switcher" style="" data-hs-cos-general-type="widget" data-hs-cos-type="language_switcher"></span>
1124        
1125				<div class="nav-bar-right">
1126					<ul class="main-ul">
1127						<li class="sub-ul-li"><a href="#">Login</a>
1128								<ul class="sub-ul">
1129										<li><a href="https://portal.midlandtrust.com/">Client Portal</a></li>
1130										<li><a href="https://pro.midlandtrust.com/">Midland Pro</a></li>
1131                    <li><a href="https://pay.midlandtrust.com/">Rent/Note Payment</a></li>
1132								</ul>
1133						</li>
1134	        </ul>
1135       <ul class="main-ul">
1136        
1137    
1138
1139  
1140    
1141
1142  
1143
1144  
1145
1146  
1147
1148  
1149  
1150        
1151    
1152
1153  
1154  	  
1155  	
1156		
1157	
1158	
1159    
1160
1161  
1162
1163  
1164
1165  
1166
1167  
1168  
1169	        </ul>
1170				</div>
1171      </div>
1172
1173    </div>
1174
1175  </nav>
1176
1177</header></div></div>
1178      
1179
1180      
1181
1182<div class="structure-inner-page">
1183  <main class="body-container-wrapper">
1184    <div id="structure_inner_page_content_section" class="structure-inner-page-content-section"> 
1185      <div class="container-fluid structure-inner-page-content-area">
1186<div class="row-fluid-wrapper">
1187<div class="row-fluid">
1188<div class="span12 widget-span widget-type-cell " style="" data-widget-type="cell" data-x="0" data-w="12">
1189
1190<div class="row-fluid-wrapper row-depth-1 row-number-1 dnd_rowno_structure_inner_page_content_section-row-0-vertical-alignment dnd_rowno_structure_inner_page_content_section-row-0-padding dnd_rowno_structure_inner_page_content_section-row-0-background-image dnd_rowno_structure_inner_page_content_section-row-0-background-layers dnd-section dnd_rowno_structure_inner_page_content_section-row-0-max-width-section-centering">
1191<div class="row-fluid ">
1192<div class="span12 widget-span widget-type-cell dnd-column cell_1661413777970-vertical-alignment" style="" data-widget-type="cell" data-x="0" data-w="12">
1193
1194<div class="row-fluid-wrapper row-depth-1 row-number-2 dnd-row">
1195<div class="row-fluid ">
1196<div class="span6 widget-span widget-type-cell cell_1661413839570-padding dnd-column" style="" data-widget-type="cell" data-x="0" data-w="6">
1197
1198<div class="row-fluid-wrapper row-depth-1 row-number-3 dnd-row">
1199<div class="row-fluid ">
1200<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1201<div id="hs_cos_wrapper_widget_1661413839407" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
1202
1203
1204
1205
1206  
1207
1208  
1209
1210  <div class="kl-rich-text">
1211
1212    
1213
1214    <div><h1><span style="color: #ffffff;">Thank You for Being<br>an Equity Trust Client</span></h1></div>
1215
1216    
1217
1218    
1219  </div></div>
1220
1221</div><!--end widget-span -->
1222</div><!--end row-->
1223</div><!--end row-wrapper -->
1224
1225</div><!--end widget-span -->
1226<div class="span6 widget-span widget-type-custom_widget module_1661413817923-flexbox-positioning dnd-module" style="" data-widget-type="custom_widget" data-x="6" data-w="6">
1227<div id="hs_cos_wrapper_module_1661413817923" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module widget-type-rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><span id="hs_cos_wrapper_module_1661413817923_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"></span></div>
1228
1229</div><!--end widget-span -->
1230</div><!--end row-->
1231</div><!--end row-wrapper -->
1232
1233<div class="row-fluid-wrapper row-depth-1 row-number-4 dnd-row">
1234<div class="row-fluid ">
1235<div class="span12 widget-span widget-type-custom_widget module_16614137779707-flexbox-positioning dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1236<div id="hs_cos_wrapper_module_16614137779707" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
1237  
1238
1239
1240
1241  
1242    
1243  
1244
1245
1246
1247<a class="hs-button" href="https://portal.midlandtrust.com/" id="hs-button_module_16614137779707" rel="">
1248  Log In to your Client Portal
1249</a>
1250
1251
1252  
1253</div>
1254
1255</div><!--end widget-span -->
1256</div><!--end row-->
1257</div><!--end row-wrapper -->
1258
1259<div class="row-fluid-wrapper row-depth-1 row-number-5 dnd-row">
1260<div class="row-fluid ">
1261<div class="span12 widget-span widget-type-custom_widget module_16614137779708-flexbox-positioning dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1262<div id="hs_cos_wrapper_module_16614137779708" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
1263  
1264
1265
1266
1267  
1268    
1269  
1270
1271
1272
1273<a class="hs-button" href="https://midlandtrust.com/secure-upload" id="hs-button_module_16614137779708" rel="">
1274  Securely Upload Documents
1275</a>
1276
1277
1278  
1279</div>
1280
1281</div><!--end widget-span -->
1282</div><!--end row-->
1283</div><!--end row-wrapper -->
1284
1285<div class="row-fluid-wrapper row-depth-1 row-number-6 dnd-row">
1286<div class="row-fluid ">
1287<div class="span12 widget-span widget-type-custom_widget dnd-module module_16614137779709-flexbox-positioning" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1288<div id="hs_cos_wrapper_module_16614137779709" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
1289  
1290
1291
1292
1293  
1294    
1295  
1296
1297
1298
1299<a class="hs-button" href="https://midlandtrust.com/welcome" id="hs-button_module_16614137779709" rel="">
1300  Next Steps
1301</a>
1302
1303
1304  
1305</div>
1306
1307</div><!--end widget-span -->
1308</div><!--end row-->
1309</div><!--end row-wrapper -->
1310
1311</div><!--end widget-span -->
1312</div><!--end row-->
1313</div><!--end row-wrapper -->
1314
1315<div class="row-fluid-wrapper row-depth-1 row-number-7 dnd_rowno_structure_inner_page_content_section-row-1-background-image dnd_rowno_structure_inner_page_content_section-row-1-padding dnd_rowno_structure_inner_page_content_section-row-1-vertical-alignment dnd-section dnd_rowno_structure_inner_page_content_section-row-1-max-width-section-centering dnd_rowno_structure_inner_page_content_section-row-1-background-layers">
1316<div class="row-fluid ">
1317<div class="span2 widget-span widget-type-cell cell_1681313156170-vertical-alignment dnd-column" style="" data-widget-type="cell" data-x="0" data-w="2">
1318
1319<div class="row-fluid-wrapper row-depth-1 row-number-8 dnd-row">
1320<div class="row-fluid ">
1321<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1322<div id="hs_cos_wrapper_module_16614141153009" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
1323
1324
1325
1326
1327  
1328
1329  
1330
1331  <div class="kl-rich-text">
1332
1333    
1334
1335    <div><h2 style="text-align: center;"><span style="color: #002f5f;"><strong>What can we help you with today?</strong></span></h2></div>
1336
1337    
1338
1339    
1340  </div></div>
1341
1342</div><!--end widget-span -->
1343</div><!--end row-->
1344</div><!--end row-wrapper -->
1345
1346</div><!--end widget-span -->
1347<div class="span10 widget-span widget-type-cell cell_16614141153004-vertical-alignment cell_16614141153004-margin dnd-column" style="" data-widget-type="cell" data-x="2" data-w="10">
1348
1349<div class="row-fluid-wrapper row-depth-1 row-number-9 cell_16614141153004-row-0-vertical-alignment dnd-row">
1350<div class="row-fluid ">
1351<div class="span4 widget-span widget-type-cell dnd-column cell_1666589126837-vertical-alignment" style="" data-widget-type="cell" data-x="0" data-w="4">
1352
1353<div class="row-fluid-wrapper row-depth-1 row-number-10 dnd-row">
1354<div class="row-fluid ">
1355<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1356<div id="hs_cos_wrapper_module_16665891268373" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module widget-type-rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><span id="hs_cos_wrapper_module_16665891268373_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><div class="top-faqs">
1357<h4 style="text-align: center;"><a href="#General" rel="noopener" style="font-weight: bold;"></a><span style="color: #f06d1a;"><a href="#General" rel="noopener" style="font-weight: bold; color: #f06d1a;">GENERAL CLIENT QUESTIONS</a></span><a href="#General" rel="noopener"></a></h4>
1358</div></span></div>
1359
1360</div><!--end widget-span -->
1361</div><!--end row-->
1362</div><!--end row-wrapper -->
1363
1364</div><!--end widget-span -->
1365<div class="span4 widget-span widget-type-cell cell_1666589130630-vert
1365ical-alignment dnd-column" style="" data-widget-type="cell" data-x="4" data-w="4">
1366
1367<div class="row-fluid-wrapper row-depth-1 row-number-11 dnd-row">
1368<div class="row-fluid ">
1369<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1370<div id="hs_cos_wrapper_module_16665891306303" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module widget-type-rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><span id="hs_cos_wrapper_module_16665891306303_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><div class="top-faqs">
1371<h4 style="text-align: center;"><span style="color: #f06d1a;"><a href="/resources/real-estate-investment-client-faqs" rel="noopener" style="font-weight: bold; color: #f06d1a;">REAL ESTATE QUESTIONS</a></span></h4>
1372</div></span></div>
1373
1374</div><!--end widget-span -->
1375</div><!--end row-->
1376</div><!--end row-wrapper -->
1377
1378</div><!--end widget-span -->
1379<div class="span4 widget-span widget-type-cell cell_1666588861384-vertical-alignment dnd-column" style="" data-widget-type="cell" data-x="8" data-w="4">
1380
1381<div class="row-fluid-wrapper row-depth-1 row-number-12 dnd-row">
1382<div class="row-fluid ">
1383<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1384<div id="hs_cos_wrapper_module_16665888613843" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module widget-type-rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><span id="hs_cos_wrapper_module_16665888613843_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><div class="top-faqs">
1385<h4 style="text-align: center;"><span style="color: #f06d1a;"><a href="/resources/private-lending-client-faqs" rel="noopener" style="font-weight: bold; color: #f06d1a;">PRIVATE LENDING QUESTIONS</a></span></h4>
1386</div></span></div>
1387
1388</div><!--end widget-span -->
1389</div><!--end row-->
1390</div><!--end row-wrapper -->
1391
1392</div><!--end widget-span -->
1393</div><!--end row-->
1394</div><!--end row-wrapper -->
1395
1396<div class="row-fluid-wrapper row-depth-1 row-number-13 dnd-row">
1397<div class="row-fluid ">
1398<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1399<div id="hs_cos_wrapper_widget_1661414606870" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module widget-type-space" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><span class="hs-horizontal-spacer"></span></div>
1400
1401</div><!--end widget-span -->
1402</div><!--end row-->
1403</div><!--end row-wrapper -->
1404
1405<div class="row-fluid-wrapper row-depth-1 row-number-14 cell_16614141153004-row-2-vertical-alignment dnd-row">
1406<div class="row-fluid ">
1407<div class="span4 widget-span widget-type-cell cell_1666589132232-vertical-alignment dnd-column" style="" data-widget-type="cell" data-x="0" data-w="4">
1408
1409<div class="row-fluid-wrapper row-depth-1 row-number-15 dnd-row">
1410<div class="row-fluid ">
1411<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1412<div id="hs_cos_wrapper_widget_1666588796582" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module widget-type-rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><span id="hs_cos_wrapper_widget_1666588796582_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><div class="top-faqs">
1413<h4 style="text-align: center;"><span style="color: #f06d1a;"><a href="/resources/single-member-llc-client-faqs" rel="noopener" style="font-weight: bold; color: #f06d1a;">SINGLE MEMBER LLC QUESTIONS</a></span></h4>
1414</div></span></div>
1415
1416</div><!--end widget-span -->
1417</div><!--end row-->
1418</div><!--end row-wrapper -->
1419
1420</div><!--end widget-span -->
1421<div class="span4 widget-span widget-type-cell dnd-column cell_16665891322323-vertical-alignment" style="" data-widget-type="cell" data-x="4" data-w="4">
1422
1423<div class="row-fluid-wrapper row-depth-1 row-number-16 dnd-row">
1424<div class="row-fluid ">
1425<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1426<div id="hs_cos_wrapper_module_16665888270463" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module widget-type-rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><span id="hs_cos_wrapper_module_16665888270463_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><div class="top-faqs">
1427<h4 style="text-align: center;"><span style="color: #f06d1a;"><a href="/resources/private-investments-private-stock-client-faqs" rel="noopener" style="font-weight: bold; color: #f06d1a;">PRIVATE INVESTMENTS QUESTIONS</a></span></h4>
1428</div></span></div>
1429
1430</div><!--end widget-span -->
1431</div><!--end row-->
1432</div><!--end row-wrapper -->
1433
1434</div><!--end widget-span -->
1435<div class="span4 widget-span widget-type-cell cell_1666589134713-vertical-alignment dnd-column" style="" data-widget-type="cell" data-x="8" data-w="4">
1436
1437<div class="row-fluid-wrapper row-depth-1 row-number-17 dnd-row">
1438<div class="row-fluid ">
1439<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1440<div id="hs_cos_wrapper_module_16665891335823" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module widget-type-rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><span id="hs_cos_wrapper_module_16665891335823_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"><div class="top-faqs">
1441<h4 style="text-align: center;"><span style="color: #f06d1a;"><a href="/resources/trading-account-investment-client-faqs" rel="noopener" style="font-weight: bold; color: #f06d1a;">TRADING ACCOUNT QUESTIONS</a></span></h4>
1442</div></span></div>
1443
1444</div><!--end widget-span -->
1445</div><!--end row-->
1446</div><!--end row-wrapper -->
1447
1448</div><!--end widget-span -->
1449</div><!--end row-->
1450</div><!--end row-wrapper -->
1451
1452<div class="row-fluid-wrapper row-depth-1 row-number-18 dnd-row">
1453<div class="row-fluid ">
1454<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1455<div id="hs_cos_wrapper_module_1661414618058" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module widget-type-space" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><span class="hs-horizontal-spacer"></span></div>
1456
1457</div><!--end widget-span -->
1458</div><!--end row-->
1459</div><!--end row-wrapper -->
1460
1461</div><!--end widget-span -->
1462</div><!--end row-->
1463</div><!--end row-wrapper -->
1464
1465<div class="row-fluid-wrapper row-depth-1 row-number-19 dnd-section dnd_rowno_structure_inner_page_content_section-row-2-padding dnd_rowno_structure_inner_page_content_section-row-2-vertical-alignment dnd_rowno_structure_inner_page_content_section-row-2-force-full-width-section">
1466<div class="row-fluid ">
1467<div class="span12 widget-span widget-type-cell cell_1681313916260-background-color cell_1681313916260-vertical-alignment cell_1681313916260-background-layers dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12">
1468
1469<div class="row-fluid-wrapper row-depth-1 row-number-20 dnd-row">
1470<div class="row-fluid ">
1471<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1472<div id="hs_cos_wrapper_module_16813139162603" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module widget-type-text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><span id="hs_cos_wrapper_module_16813139162603_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="text">How To Videos</span></div>
1473
1474</div><!--end widget-span -->
1475</div><!--end row-->
1476</div><!--end row-wrapper -->
1477
1478</div><!--end widget-span -->
1479</div><!--end row-->
1480</div><!--end row-wrapper -->
1481
1482<div class="row-fluid-wrapper row-depth-1 row-number-21 dnd-section">
1483<div class="row-fluid ">
1484<div class="span3 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="3">
1485
1486<div class="row-fluid-wrapper row-depth-1 row-number-22 dnd-row">
1487<div class="row-fluid ">
1488<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1489<div id="hs_cos_wrapper_widget_1681316945948" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module widget-type-post_filter" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
1490
1491
1492  
1493
1494
1495
1496  
1497
1498
1499
1500
1501<span id="hs_cos_wrapper_widget_1681316945948_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_post_filter" style="" data-hs-cos-general-type="widget" data-hs-cos-type="post_filter"><div class="block">
1502  <h3>READ MORE ABOUT...</h3>
1503  <div class="widget-module">
1504    <ul>
1505      
1506        <li>
1507          <a href="https://midlandtrust.com/resources/blog/tag/alternative-investments">Alternative Investments <span class="filter-link-count" dir="ltr">(30)</span></a>
1508        </li>
1509      
1510        <li>
1511          <a href="https://midlandtrust.com/resources/blog/tag/featured">Featured <span class="filter-link-count" dir="ltr">(26)</span></a>
1512        </li>
1513      
1514        <li>
1515          <a href="https://midlandtrust.com/resources/blog/tag/education-center">Education Center <span class="filter-link-count" dir="ltr">(22)</span></a>
1516        </li>
1517      
1518        <li>
1519          <a href="https://midlandtrust.com/resources/blog/tag/self-directed-iras">Self-Directed IRAs <span class="filter-link-count" dir="ltr">(20)</span></a>
1520        </li>
1521      
1522        <li>
1523          <a href="https://midlandtrust.com/resources/blog/tag/in-the-news">In the News <span class="filter-link-count" dir="ltr">(19)</span></a>
1524        </li>
1525      
1526        <li>
1527          <a href="https://midlandtrust.com/resources/blog/tag/real-estate-iras">Real Estate IRAs <span class="filter-link-count" dir="ltr">(19)</span></a>
1528        </li>
1529      
1530        <li>
1531          <a href="https://midlandtrust.com/resources/blog/tag/irs-regs-in-self-direction">IRS Regs in self-direction <span class="filter-link-count" dir="ltr">(12)</span></a>
1532        </li>
1533      
1534        <li>
1535          <a href="https://midlandtrust.com/resources/blog/tag/tax-planning">Tax Planning <span class="filter-link-count" dir="ltr">(12)</span></a>
1536        </li>
1537      
1538        <li>
1539          <a href="https://midlandtrust.com/resources/blog/tag/types-of-retirement-accounts">Types of Retirement Accounts <span class="filter-link-count" dir="ltr">(12)</span></a>
1540        </li>
1541      
1542        <li>
1543          <a href="https://midlandtrust.com/resources/blog/tag/midland-ira">Midland IRA <span class="filter-link-count" dir="ltr">(11)</span></a>
1544        </li>
1545      
1546        <li>
1547          <a href="https://midlandtrust.com/resources/blog/tag/researching-investments-best-practices">Researching Investments &amp; Best Practices <span class="filter-link-count" dir="ltr">(10)</span></a>
1548        </li>
1549      
1550        <li>
1551          <a href="https://midlandtrust.com/resources/blog/tag/investment-managers-financial-professionals">Investment Managers &amp; Financial Professionals <span class="filter-link-count" dir="ltr">(9)</span></a>
1552        </li>
1553      
1554        <li style="display:none;">
1555          <a href="https://midlandtrust.com/resources/blog/tag/florida-self-directed-iras">florida self-directed iras <span class="filter-link-count" dir="ltr">(8)</span></a>
1556        </li>
1557      
1558        <li style="display:none;">
1559          <a href="https://midlandtrust.com/resources/blog/tag/make-or-manage-an-investment">Make or Manage an Investment <span class="filter-link-count" dir="ltr">(7)</span></a>
1560        </li>
1561      
1562        <li style="display:none;">
1563          <a href="https://midlandtrust.com/resources/blog/tag/futures-trading">Futures trading <span class="filter-link-count" dir="ltr">(6)</span></a>
1564        </li>
1565      
1566        <li style="display:none;">
1567          <a href="https://midlandtrust.com/resources/blog/tag/rental-property-investments">Rental Property Investments <span class="filter-link-count" dir="ltr">(6)</span></a>
1568        </li>
1569      
1570        <li style="display:none;">
1571          <a href="https://midlandtrust.com/resources/blog/tag/1031-exchange">1031 Exchange <span class="filter-link-count" dir="ltr">(5)</span></a>
1572        </li>
1573      
1574        <li style="display:none;">
1575          <a href="https://midlandtrust.com/resources/blog/tag/business-tips-and-tricks">Business Tips and Tricks <span class="filter-link-count" dir="ltr">(4)</span></a>
1576        </li>
1577      
1578        <li style="display:none;">
1579          <a href="https://midlandtrust.com/resources/blog/tag/metals">Metals <span class="filter-link-count" dir="ltr">(4)</span></a>
1580        </li>
1581      
1582        <li style="display:none;">
1583          <a href="https://midlandtrust.com/resources/blog/tag/roth-ira">Roth IRA <span class="filter-link-count" dir="ltr">(4)</span></a>
1584        </li>
1585      
1586        <li style="display:none;">
1587          <a href="https://midlandtrust.com/resources/blog/tag/private-placement">private placement <span class="filter-link-count" dir="ltr">(4)</span></a>
1588        </li>
1589      
1590        <li style="display:none;">
1591          <a href="https://midlandtrust.com/resources/blog/tag/self-employed">self-employed <span class="filter-link-count" dir="ltr">(4)</span></a>
1592        </li>
1593      
1594        <li style="display:none;">
1595          <a href="https://midlandtrust.com/resources/blog/tag/trading-account">trading account <span class="filter-link-count" dir="ltr">(4)</span></a>
1596        </li>
1597      
1598        <li style="display:none;">
1599          <a href="https://midlandtrust.com/resources/blog/tag/midland-serves">Midland Serves <span class="filter-link-count" dir="ltr">(3)</span></a>
1600        </li>
1601      
1602        <li style="display:none;">
1603          <a href="https://midlandtrust.com/resources/blog/tag/private-lending">private lending <span class="filter-link-count" dir="ltr">(3)</span></a>
1604        </li>
1605      
1606        <li style="display:none;">
1607          <a href="https://midlandtrust.com/resources/blog/tag/backdoor-roth-ira">Backdoor Roth IRA <span class="filter-link-count" dir="ltr">(2)</span></a>
1608        </li>
1609      
1610        <li style="display:none;">
1611          <a href="https://midlandtrust.com/resources/blog/tag/company-culture">Company Culture <span class="filter-link-count" dir="ltr">(2)</span></a>
1612        </li>
1613      
1614        <li style="display:none;">
1615          <a href="https://midlandtrust.com/resources/blog/tag/hsa-health-savings-accounts">HSA Health Savings Accounts <span class="filter-link-count" dir="ltr">(2)</span></a>
1616        </li>
1617      
1618        <li style="display:none;">
1619          <a href="https://midlandtrust.com/resources/blog/tag/managing-your-business">Managing Your Business <span class="filter-link-count" dir="ltr">(2)</span></a>
1620        </li>
1621      
1622        <li style="display:none;">
1623          <a href="https://midlandtrust.com/resources/blog/tag/529">529 <span class="filter-link-count" dir="ltr">(1)</span></a>
1624        </li>
1625      
1626        <li style="display:none;">
1627          <a href="https://midlandtrust.com/resources/blog/tag/awards">Awards <span class="filter-link-count" dir="ltr">(1)</span></a>
1628        </li>
1629      
1630        <li style="display:none;">
1631          <a href="https://midlandtrust.com/resources/blog/tag/esa">ESA <span class="filter-link-count" dir="ltr">(1)</span></a>
1632        </li>
1633      
1634        <li style="display:none;">
1635          <a href="https://midlandtrust.com/resources/blog/tag/indiv
1635idual-401k">individual 401(k) <span class="filter-link-count" dir="ltr">(1)</span></a>
1636        </li>
1637      
1638        <li style="display:none;">
1639          <a href="https://midlandtrust.com/resources/blog/tag/non-recourse-loan">non-recourse loan <span class="filter-link-count" dir="ltr">(1)</span></a>
1640        </li>
1641      
1642        <li style="display:none;">
1643          <a href="https://midlandtrust.com/resources/blog/tag/required-minimum-distribution-rmd">required minimum distribution RMD <span class="filter-link-count" dir="ltr">(1)</span></a>
1644        </li>
1645      
1646    </ul>
1647    
1648      <a class="filter-expand-link" href="#">See all</a>
1649    
1650  </div>
1651</div>
1652</span></div>
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1662<div class="row-fluid ">
1663<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1664<div id="hs_cos_wrapper_widget_1682021055173" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
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1678
1679    <div><h3><span style="color: #f06d1a;"><a href="/howto/transfer" rel="noopener" target="_blank" style="color: #f06d1a;">How to transfer funds from another custodian</a></span></h3>
1680<div class="hs-video-widget" data-hsv-embed-id="f6d09008-2fa7-4af9-9671-250fafd77288">
1681  <div class="hs-video-container" style="max-width: 1280px; margin: 0 auto;">
1682    <div class="hs-video-wrapper" style="position: relative; height: 0; padding-bottom: 54.22%">
1683      <iframe data-hsv-src="https://play.hubspotvideo.com/v/21767649/id/110620056865?color=eb7030&amp;play_button_color=eb7030" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="110620056865" data-hsv-style="" data-hsv-color="eb7030" data-hsv-play-button-color="eb7030" data-hsv-width="1280" data-hsv-height="694" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>
1684    </div>
1685  </div>
1686</div>
1687<p>&nbsp;</p></div>
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1701<div id="hs_cos_wrapper_module_1682021657965" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
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1716    <div><h3><span style="color: #f06d1a;"><a href="/howto/contribution" rel="noopener" target="_blank" style="color: #f06d1a;">How to make a contribution</a></span><a href="/howto/transfer" rel="noopener" target="_blank"></a></h3>
1717<div class="hs-video-widget" data-hsv-embed-id="b86ee0a4-db5d-4850-8e1b-d22f0ce65800">
1718  <div class="hs-video-container" style="max-width: 1280px; margin: 0 auto;">
1719    <div class="hs-video-wrapper" style="position: relative; height: 0; padding-bottom: 54.22%">
1720      <iframe data-hsv-src="https://play.hubspotvideo.com/v/21767649/id/110619257708?color=eb7030&amp;play_button_color=eb7030" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="110619257708" data-hsv-style="" data-hsv-color="eb7030" data-hsv-play-button-color="eb7030" data-hsv-width="1280" data-hsv-height="694" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>
1721    </div>
1722  </div>
1723</div>
1724<p>&nbsp;</p></div>
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1730
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1739<div class="row-fluid ">
1740<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1741<div id="hs_cos_wrapper_module_1682021578843" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
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1752  <div class="kl-rich-text kl-rich-text--center">
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1756    <div><h3><span style="color: #f06d1a;"><a href="/howto/statement" rel="noopener" target="_blank" style="color: #f06d1a;">How to generate a statement</a></span></h3>
1757<div class="hs-video-widget" data-hsv-embed-id="fc49c566-8bc4-47fb-99bd-ce9591fefcaf">
1758  <div class="hs-video-container" style="max-width: 1280px; margin: 0 auto;">
1759    <div class="hs-video-wrapper" style="position: relative; height: 0; padding-bottom: 54.22%">
1760      <iframe data-hsv-src="https://play.hubspotvideo.com/v/21767649/id/110620056861?color=eb7030&amp;play_button_color=eb7030" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="110620056861" data-hsv-style="" data-hsv-color="eb7030" data-hsv-play-button-color="eb7030" data-hsv-width="1280" data-hsv-height="694" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>
1761    </div>
1762  </div>
1763</div>
1764<p>&nbsp;</p></div>
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1777<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1778<div id="hs_cos_wrapper_module_1682021932020" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
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1793    <div><h3><span style="color: #f06d1a;"><a href="/howto/billing" rel="noopener" target="_blank" style="color: #f06d1a;">How to access Equity Trust billing information</a></span></h3>
1794<div class="hs-video-widget" data-hsv-embed-id="4172c85b-9e08-47fe-a35b-dc404d1fa320">
1795  <div class="hs-video-container" style="max-width: 1280px; margin: 0 auto;">
1796    <div class="hs-video-wrapper" style="position: relative; height: 0; padding-bottom: 54.22%">
1797      <iframe data-hsv-src="https://play.hubspotvideo.com/v/21767649/id/110618840494?color=eb7030&amp;play_button_color=eb7030" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="110618840494" data-hsv-style="" data-hsv-color="eb7030" data-hsv-play-button-color="eb7030" data-hsv-width="1280" data-hsv-height="694" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>
1798    </div>
1799  </div>
1800</div>
1801<p>&nbsp;</p></div>
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1816<div class="row-fluid ">
1817<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1818<div id="hs_cos_wrapper_module_1682021871971" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
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1833    <div><h3><span style="color: #f06d1a;"><a href="/howto/updateprofile" rel="noopener" target="_blank" style="color: #f06d1a;">How to update your profile</a></span></h3>
1834<div class="hs-video-widget" data-hsv-embed-id="8316b5e6-3e98-4baf-b40b-2d0d2e2a889
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1835  <div class="hs-video-container" style="max-width: 1280px; margin: 0 auto;">
1836    <div class="hs-video-wrapper" style="position: relative; height: 0; padding-bottom: 54.22%">
1837      <iframe data-hsv-src="https://play.hubspotvideo.com/v/21767649/id/110619777969?color=eb7030&amp;play_button_color=eb7030" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="110619777969" data-hsv-style="" data-hsv-color="eb7030" data-hsv-play-button-color="eb7030" data-hsv-width="1280" data-hsv-height="694" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>
1838    </div>
1839  </div>
1840</div>
1841<p>&nbsp;</p></div>
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1854<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1855<div id="hs_cos_wrapper_module_1682021740518" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
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1870    <div><h3><span style="color: #f06d1a;"><a href="/howto/clientportal" rel="noopener" target="_blank" style="color: #f06d1a;">How to use the client portal</a></span></h3>
1871<div class="hs-video-widget" data-hsv-embed-id="7bb8edd6-3d93-4d2a-9827-10704096050e">
1872  <div class="hs-video-container" style="max-width: 1280px; margin: 0 auto;">
1873    <div class="hs-video-wrapper" style="position: relative; height: 0; padding-bottom: 54.22%">
1874      <iframe data-hsv-src="https://play.hubspotvideo.com/v/21767649/id/110618840576?color=eb7030&amp;play_button_color=eb7030" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="110618840576" data-hsv-style="" data-hsv-color="eb7030" data-hsv-play-button-color="eb7030" data-hsv-width="1280" data-hsv-height="694" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>
1875    </div>
1876  </div>
1877</div>
1878<p>&nbsp;</p></div>
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1893<div class="row-fluid-wrapper row-depth-1 row-number-29 dnd_rowno_structure_inner_page_content_section-row-4-padding dnd-section dnd_rowno_structure_inner_page_content_section-row-4-vertical-alignment dnd_rowno_structure_inner_page_content_section-row-4-force-full-width-section">
1894<div class="row-fluid ">
1895<div class="span12 widget-span widget-type-cell cell_16813168075944-background-layers cell_16813168075944-background-color cell_16813168075944-vertical-alignment dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12">
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1897<div class="row-fluid-wrapper row-depth-1 row-number-30 dnd-row">
1898<div class="row-fluid ">
1899<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1900<div id="hs_cos_wrapper_module_16813168075946" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module widget-type-text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><span id="hs_cos_wrapper_module_16813168075946_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="text">Equity Trust opens opportunities in the alternative investment market &amp; makes investing easy</span></div>
1901
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1911<div class="row-fluid ">
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1922  
1923
1924  
1925
1926  <div class="kl-rich-text">
1927
1928    
1929
1930    <div><a id="General" data-hs-anchor="true"></a>
1931<h2><span style="color: #002f5f;"><strong>&nbsp; Money Movement</strong></span></h2></div>
1932
1933    
1934
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1936  </div></div>
1937
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1944<div class="span12 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12">
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1946<div class="row-fluid-wrapper row-depth-1 row-number-34 dnd-row">
1947<div class="row-fluid ">
1948<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
1949<div id="hs_cos_wrapper_module_16813124194545" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div class="kl-faq">
1950  <!-- Regular FAQ -->
1951  
1952    <div class="kl-faq__entry">
1953      <div class="kl-faq__header">
1954        <h3>How Do I Fund or Contribute to My Account?</h3>
1955        <div class="kl-faq__icon"></div>
1956      </div>
1957      <div class="kl-faq__description">
1958        <div class="kl-faq__inner">
1959          <p><span style="color: #4e5056;">You can fund your account in three ways: contributions, rollovers and transfers.</span></p>
1960<ul class="midland-lists">
1961<li><span style="color: #4e5056;">Contributions can come directly from your bank account, or you can have your employer set up a direct deposit to your IRA. There is a limit on contributions at $6000 a year.</span></li>
1962<li><span style="color: #4e5056;">Rollovers are client-initiated transactions from an existing 401(k) retirement plan to a new IRA or 401(k). The timeline for rollovers is dependent on the institution that holds your retirement plan.</span></li>
1963<li><span style="color: #4e5056;">Transfers come from an existing IRA account that you hold at another&nbsp;<span aria-describedby="tt" data-cmtooltip="<div class=glossaryItemTitle>Custodian</div><div class=glossaryItemBody>A company that custodies and holds title to clients’ assets held in self-directed retirement accounts. Custodians do not vet clients’ investment choices.</div>" data-gt-translate-attributes="[{&quot;attribute&quot;:&quot;data-cmtooltip&quot;, &quot;format&quot;:&quot;html&quot;}]">custodian</span>. To do a&nbsp;<span aria-describedby="tt" data-cmtooltip="<div class=glossaryItemTitle>Transfer</div><div class=glossaryItemBody>A movement of funds between retirement accounts at different custodians. This can include a cash transfer or an in-kind transfer of an asset. This does not create a taxable event.</div>" data-gt-translate-attributes="[{&quot;attribute&quot;:&quot;data-cmtooltip&quot;, &quot;format&quot;:&quot;html&quot;}]">transfer</span>&nbsp;you would need to fill out a Equity Trust transfer form with your current custodian information. You will upload that transfer request along with a statement from your current custodian to your Equity Trust account. From there, we complete the paperwork and work directly to your other custodian. Depending on the custodian, transfers can take anywhere from 3-10 business days. Transferring of assets (a piece of real estate that you own, for example) can take longer to finalize.</span></li>
1964</ul>
1965<p><span><span style="color: #4e5056;">All this can be done through your </span><a href="https://portal.midlandtrust.com/home" rel="noopener" target="_blank"><span style="color: #f06d1a;">Client Portal</span></a>.</span></p>
1966<div class="hs-video-widget" data-hsv-embed-id="112bf84b-797c-4400-9a25-844a9c926046">
1967  <div class="hs-video-container" style="max-width: 1280px; margin: 0 auto;">
1968    <div class="hs-video-wrapper" style="position: relative; height: 0; padding-bottom: 54.22%">
1969      <iframe data-hsv-src="https://play.hubspotvideo.com/v/21767649/id/110619257708" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="110619257708" data-hsv-style="" data-hsv-width="1280" data-hsv-height="694" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>
1970    </div>
1971  </div>
1972</div>
1973<p>&nbsp;</p>
1974        </div>
1975      </div>
1976    </div>
1977  
1978    <div class="kl-faq__entry">
1979      <div class="kl-faq__header">
1980        <h3>How Do I Initiate a Rollover?</h3>
1981        <div class="kl-faq__icon"></div>
1982      </div>
1983      <div class="kl-faq__description">
1984        <div class="kl-faq__inner">
1985          <p><span style="color: #4e5056;">Rollovers are typically done between different types of retirement accounts. (i.e., IRA to 401(k)). Movements between like-kind accounts (i.e., IRA to IRA) are done as transfers. To roll funds over to another retirement account, we will need our distribution form completed and a signed letter of acceptance from the receiving plan/<span aria-describedby="tt" data-cmtooltip="<div class=glossaryItemTitle>Custodian</div><div class=glossaryItemBody>A company that custodies and holds title to clients’ assets held in self-directed retirement accounts. Custodians do not vet clients’ investment choices.</div>" data-gt-translate-attributes="[{&quot;attribute&quot;:&quot;data-cmtooltip&quot;, &quot;format&quot;:&quot;html&quot;}]">custodian</span>. The difference between rollovers and transfers are the tax forms generated. Rollovers generate a 1099-R and typically a 5498.</span></p>
1986        </div>
1987      </div>
1988    </div>
1989  
1990    <div class="kl-faq__entry">
1991      <div class="kl-faq__header">
1992        <h3>How Do I Initiate an IRA to IRA Transfer When My Account Is All Cash?</h3>
1993        <div class="kl-faq__icon"></div>
1994      </div>
1995      <div class="kl-faq__description">
1996        <div class="kl-faq__inner">
1997          <p><span style="color: #4e5056;">Transfers are requested when you are moving funds and investments between like-kind retirement accounts. (i.e., Traditional IRA to Traditional IRA). To transfer funds to another IRA custodian, you will need to contact the receiving custodian and complete their required transfer paperwork. You will need to return the transfer paperwork to the custodian for them to sign. They will forward the completed paperwork to us for processing. The receiving custodian may require a recent statement of your account. You can pull this from your</span><span> </span><a href="https://portal.midlandtrust.com/CommunityLogin" target="_blank" rel="noopener"><span style="color: #f06d1a;">Client Portal</span></a><span style="color: #4e5056;"> under the documents tab.</span></p>
1998<p><span style="color: #4e5056;">The information they will likely ask for on the transfer form includes:</span></p>
1999<ul>
2000<li><span style="color: #4e5056;"><strong>Current&nbsp;<span aria-describedby="tt" data-cmtooltip="<div class=glossaryItemTitle>Custodian</div><div class=glossaryItemBody>A company that custodies and holds title to clients’ assets held in self-directed retirement accounts. Custodians do not vet clients’ investment choices.</div>" data-gt-translate-attributes="[{&quot;attribute&quot;:&quot;data-cmtooltip&quot;, &quot;format&quot;:&quot;html&quot;}]">Custodian</span>:</strong> Equity Trust Company</span></li>
2001<li><span style="color: #4e5056;"><strong>Account Number:</strong> Please use your seven digit account number</span></li>
2002<li><span style="color: #4e5056;"><strong>Overnight Address:</strong>&nbsp;15671 San Carlos Blvd, Suite 101, Fort Myers, FL 33908</span></li>
2003<li><span style="color: #4e5056;"><strong>Mailing Address:</strong> PO Box <span data-teams="true">62957</span>, Fort Myers, FL 33919</span></li>
2004<li><span style="color: #4e5056;"><strong>Phone Number:</strong>&nbsp;(239) 333-1032</span></li>
2005<li><span style="color: #4e5056;"><strong>Fax Number:</strong>&nbsp;(239) 466-5496</span></li>
2006</ul>
2007<p><span style="color: #4e5056;">You can let the receiving custodian know they can fax the transfer form over to us as we do not need originals and do not require a medallion signature guarantee.</span></p>
2008<div class="hs-video-widget" data-hsv-embed-id="3f99ef6a-3b95-4851-aadd-ef6bf1163f7f">
2009  <div class="hs-video-container" style="max-width: 1280px; margin: 0 auto;">
2010    <div class="hs-video-wrapper" style="position: relative; height: 0; padding-bottom: 54.22%">
2011      <iframe data-hsv-src="https://play.hubspotvideo.com/v/21767649/id/110620056865" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="110620056865" data-hsv-style="" data-hsv-width="1280" data-hsv-height="694" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>
2012    </div>
2013  </div>
2014</div>
2015<p>&nbsp;</p>
2016        </div>
2017      </div>
2018    </div>
2019  
2020    <div class="kl-faq__entry">
2021      <div class="kl-faq__header">
2022        <h3>How Does a Third Party Send Funds to My IRA Related to My Investment?</h3>
2023        <div class="kl-faq__icon"></div>
2024      </div>
2025      <div class="kl-faq__description">
2026        <div class="kl-faq__inner">
2027          <p><span style="color: #4e5056;">
2027You can invite a third party to send funds to your account through your <a href="https://portal.midlandtrust.com/CommunityLogin" target="_blank" rel="noopener" style="color: #4e5056;"><span style="color: #f06d1a;">Client Portal</span></a>&nbsp;by clicking “Invite Payer” for the related holding. This action will send them an email to our Payment Portal site, enabling them to make a one-time payment or establish recurring payments to your IRA. We also offer the <strong>Equity Pay</strong>&nbsp;app in the&nbsp;<a href="https://apps.apple.com/us/app/midland-pay/id1536620066" target="_blank" rel="noopener" style="color: #4e5056;"><span style="color: #f06d1a;">Apple</span></a>&nbsp;and&nbsp;<a href="https://play.google.com/store/apps/details?id=midland.payment.portal" target="_blank" rel="noopener" style="color: #4e5056;"><span style="color: #f06d1a;">Google Play</span></a>&nbsp;stores. Your tenants or borrowers can download the app and select your investment. They can set up one-time or recurring payments directly to your account.</span></p>
2028        </div>
2029      </div>
2030    </div>
2031  
2032    <div class="kl-faq__entry">
2033      <div class="kl-faq__header">
2034        <h3>How Do I Request a Distribution?</h3>
2035        <div class="kl-faq__icon"></div>
2036      </div>
2037      <div class="kl-faq__description">
2038        <div class="kl-faq__inner">
2039          <p><span style="color: #4e5056;">You may request a distribution by logging onto your <span style="color: #f06d1a;"><a href="https://portal.midlandtrust.com/CommunityLogin" target="_blank" rel="noopener" style="color: #f06d1a;">Client Portal</a></span>&nbsp;and following the instructions below.</span></p>
2040<ol>
2041<li><span style="color: #4e5056;">Go to "Request IRA&nbsp;<span aria-describedby="tt" data-cmtooltip="<div class=glossaryItemTitle>Distribution</div><div class=glossaryItemBody>A disbursement of funds from a retirement plan to yourself.</div>" data-gt-translate-attributes="[{&quot;attribute&quot;:&quot;data-cmtooltip&quot;, &quot;format&quot;:&quot;html&quot;}]">Distribution</span>" from the home screen once you are logged in.</span></li>
2042<li><span style="color: #4e5056;">Use the drop-down menu to select either "Partial Distribution," "All Available Funds," or "Full Distribution: Close Account."</span></li>
2043<li><span style="color: #4e5056;">Enter the Total Distribution Amount.</span></li>
2044<li><span style="color: #4e5056;">Use the drop-down menu to select whether you elect to have Federal Income Tax withheld.</span></li>
2045<li><span style="color: #4e5056;">Choose a Delivery Method and enter the Delivery Instructions.</span></li>
2046<li><span style="color: #4e5056;">Choose a Frequency (one-time or recurring).</span></li>
2047<li><span style="color: #4e5056;">Once you have entered the distribution request, click on the "Next Page to Confirm" button at the bottom of the page.</span></li>
2048<li><span style="color: #4e5056;">Review the summary page to ensure you have entered all of the appropriate details.</span></li>
2049<li><span style="color: #4e5056;">Lastly, submit your request by clicking "Submit Request" at the bottom of the confirmation page.</span></li>
2050</ol>
2051<p><span style="color: #4e5056;">After submitting the request, it will immediately be sent to us for processing. Please allow up to three business days for review.</span></p>
2052<p><span style="color: #4e5056;">Depending on the characteristics of your distribution request, you may be getting a call from one of our distribution associates to verbally confirm the details of your distribution.</span></p>
2053<p><span style="color: #4e5056;">Alternatively, you can send us a distribution request by paper form via email, fax, or mail; however, there is a fee for us to process the request per distribution.</span></p>
2054<p>&nbsp;</p>
2055<div class="hs-video-widget" data-hsv-embed-id="11a26e30-d457-428f-9a50-ed8e803ddfd2">
2056  <div class="hs-video-container" style="max-width: 1280px; margin: 0 auto;">
2057    <div class="hs-video-wrapper" style="position: relative; height: 0; padding-bottom: 54.22%">
2058      <iframe data-hsv-src="https://play.hubspotvideo.com/v/21767649/id/110618132504" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="110618132504" data-hsv-style="" data-hsv-width="1280" data-hsv-height="694" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>
2059    </div>
2060  </div>
2061</div>
2062<p>&nbsp;</p>
2063        </div>
2064      </div>
2065    </div>
2066  
2067    <div class="kl-faq__entry">
2068      <div class="kl-faq__header">
2069        <h3>Can I move money with my client portal?</h3>
2070        <div class="kl-faq__icon"></div>
2071      </div>
2072      <div class="kl-faq__description">
2073        <div class="kl-faq__inner">
2074          <p><span style="color: #4e5056;">You can use your <a href="https://portal.midlandtrust.com/CommunityLogin" target="_blank" rel="noopener" style="color: #4e5056;"><span style="color: #f06d1a;">Client Portal</span></a> to move money into your account via contribution, rollover, or transfer. And you can&nbsp; initiate sending funds from your account for bill pays, distributions, and investments through the portal as well.</span></p>
2075        </div>
2076      </div>
2077    </div>
2078  
2079    <div class="kl-faq__entry">
2080      <div class="kl-faq__header">
2081        <h3>How Do I Pay a Bill on My Account?</h3>
2082        <div class="kl-faq__icon"></div>
2083      </div>
2084      <div class="kl-faq__description">
2085        <div class="kl-faq__inner">
2086          <p><span style="color: #4e5056;">Submitting a bill payment is easy using your <span style="color: #f06d1a;"><a href="https://portal.midlandtrust.com/CommunityLogin" target="_blank" rel="noopener" style="color: #f06d1a;">Client Portal</a></span>. </span></p>
2087<p><span style="color: #4e5056;">Click <a href="https://midlandtrust.com/cs2" rel="noopener" target="_blank"><span style="color: #f06d1a;">here</span></a> for instructions to pay your bill online.</span></p>
2088        </div>
2089      </div>
2090    </div>
2091  
2092</div></div>
2093
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2101
2102<div class="row-fluid-wrapper row-depth-1 row-number-35 dnd-row">
2103<div class="row-fluid ">
2104<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
2105<div id="hs_cos_wrapper_widget_1681321018357" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module widget-type-space" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><span class="hs-horizontal-spacer"></span></div>
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2112<div class="row-fluid ">
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2116<div class="row-fluid ">
2117<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
2118<div id="hs_cos_wrapper_module_1681315508885" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
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2120
2121
2122
2123  
2124
2125  
2126
2127  <div class="kl-rich-text">
2128
2129    
2130
2131    <div><h2><span style="color: #002f5f;"><strong>Managing my account</strong></span></h2></div>
2132
2133    
2134
2135    
2136  </div></div>
2137
2138</div><!--end widget-span -->
2139</div><!--end row-->
2140</div><!--end row-wrapper -->
2141
2142<div class="row-fluid-wrapper row-depth-1 row-number-38 dnd-row">
2143<div class="row-fluid ">
2144<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12">
2145<div id="hs_cos_wrapper_module_1681312655776" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div class="kl-faq">
2146  <!-- Regular FAQ -->
2147  
2148    <div class="kl-faq__entry">
2149      <div class="kl-faq__header">
2150        <h3>How Do I login to my client portal? How do I reset my password?</h3>
2151        <div class="kl-faq__icon"></div>
2152      </div>
2153      <div class="kl-faq__description">
2154        <div class="kl-faq__inner">
2155          <p><span style="color: #4e5056;">You can use your <a href="https://portal.midlandtrust.com/CommunityLogin" target="_blank" rel="noopener" style="color: #4e5056;"><span style="color: #f06d1a;">Client Portal</span></a> to update profile/account information, view billing related topics, initiate sending funds from your account for bill pays, distributions, and investments, view account activity, and view/download most account documents.</span></p>
2156<p><span style="color: #4e5056;">If you need to reset your password:</span></p>
2157<ul class="midland-lists">
2158<li><span style="color: #4e5056;">From the&nbsp;<a href="https://portal.midlandtrust.com/CommunityLogin" target="_blank" rel="noopener" style="color: #4e5056;"><span style="color: #f06d1a;">Login Screen</span></a>, click “Forgot my Password.”</span></li>
2159<li><span style="color: #4e5056;">Input your email address, the last four digits of your SSN, and your DOB.</span></li>
2160<li><span style="color: #4e5056;">You will receive an email with a link to reset this Password.</span></li>
2161<li><span style="color: #4e5056;">Click the link, type in your password twice, and you’ll be logged in.</span></li>
2162</ul>
2163        </div>
2164      </div>
2165    </div>
2166  
2167    <div class="kl-faq__entry">
2168      <div class="kl-faq__header">
2169        <h3>How Do I Update My Contact Information?</h3>
2170        <div class="kl-faq__icon"></div>
2171      </div>
2172      <div class="kl-faq__description">
2173        <div class="kl-faq__inner">
2174          <p><span style="color: #4e5056;">Update your contact information by logging into your <a href="https://portal.midlandtrust.com/CommunityLogin" target="_blank" rel="noopener" style="color: #4e5056;"><span style="color: #f06d1a;">Client Portal</span></a>&nbsp;and clicking on “My Profile”.</span></p>
2175<div class="hs-video-widget" data-hsv-embed-id="2952e126-3b05-4abb-97b5-26e5e1268b80">
2176  <div class="hs-video-container" style="max-width: 1280px; margin: 0 auto;">
2177    <div class="hs-video-wrapper" style="position: relative; height: 0; padding-bottom: 54.22%">
2178      <iframe data-hsv-src="https://play.hubspotvideo.com/v/21767649/id/110619777969" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="110619777969" data-hsv-style="" data-hsv-width="1280" data-hsv-height="694" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>
2179    </div>
2180  </div>
2181</div>
2182<p>&nbsp;</p>
2183        </div>
2184      </div>
2185    </div>
2186  
2187    <div class="kl-faq__entry">
2188      <div class="kl-faq__header">
2189        <h3>How Do I Generate a Custom Statement for My Account?</h3>
2190        <div class="kl-faq__icon"></div>
2191      </div>
2192      <div class="kl-faq__description">
2193        <div class="kl-faq__inner">
2194          <p><span style="color: #4e5056;">Once logged into your <a href="https://portal.midlandtrust.com/CommunityLogin" target="_blank" rel="noopener" style="color: #4e5056;"><span style="color: #f06d1a;">Client Portal</span></a>, select “Create Statement” to generate an account snapshot for a specified time.</span></p>
2195<div class="hs-video-widget" data-hsv-embed-id="887e71e8-8085-447e-a015-82df9a7f7bcb">
2196  <div class="hs-video-container" style="max-width: 1280px; margin: 0 auto;">
2197    <div class="hs-video-wrapper" style="position: relative; height: 0; padding-bottom: 54.22%">
2198      <iframe data-hsv-src="https://play.hubspotvideo.com/v/21767649/id/110620056861" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="110620056861" data-hsv-style="" data-hsv-width="1280" data-hsv-height="694" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>
2199    </div>
2200  </div>
2201</div>
2202<p>&nbsp;</p>
2203        </div>
2204      </div>
2205    </div>
2206  
2207    <div class="kl-faq__entry">
2208      <div class="kl-faq__header">
2209        <h3>How Do I Add or Update the Beneficiary on My Account?</h3>
2210        <div class="kl-faq__icon"></div>
2211      </div>
2212      <div class="kl-faq__description">
2213        <div class="kl-faq__inner">
2214          <p><span style="color: #4e5056;">To update beneficiary information, complete the Change of Beneficiary form. You can send the form to Equity Trust through our <span style="color: #f06d1a;"><a href="/secure-upload" rel="noopener" style="color: #f06d1a;">Secure Upload</a></span>&nbsp;feature.</span></p>
2215        </div>
2216      </div>
2217    </div>
2218  
2219    <div class="kl-faq__entry">
2220      <div class="kl-faq__header">
2221        <h3>How Do I Grant Access to My Account to Another Individual?</h3>
2222        <div class="kl-faq__icon"></div>
2223      </div>
2224      <div class="kl-faq__description">
2225        <div class="kl-faq__inner">
2226          <p><span style="color: #4e5056;">There are two levels of access you can grant on your account:</span></p>
2227<ol>
2228<li><span style="color: #4e5056;"><strong>Interested Party Designation:</strong>&nbsp;This designation allows an appointed individual to call for general information on your account, view your account online, and receive emails related to your account if given permission. To grant this level of access, please complete our&nbsp;<span style="color: #f06d1a;"><a href="https://midlandtrust.com/hubfs/MTF_IDP_Individuals_Rev-070924.pdf" target="_blank" rel="noopener" style="color: #f06d1a;">Interested Party Designation Form</a></span>. You can send the form to Equity Trust through our <a href="/secure-upload" rel="noopener" style="color: #4e5056;"><span style="color: #f06d1a;">Secure Upload</span></a>&nbsp;feature.</span></li>
2229<li><span style="color: #4e5056;"><strong>LPOA:</strong>&nbsp;Allows an appointed individual the power to conduct all transactions in your account, except those listed on the form. To grant this level of access, please complete our&nbsp;<a href="https://midlandtrust.com/hubfs/MTF_LPOA_Rev-060224.pdf" target="_blank" rel="noopener" style="color: #4e5056;"><span style="color: #f06d1a;">Limited Power of Attorney Form</span></a>. Mail the original, notarized form to our office to update your account.</span></li>
2230</ol>
2231        </div>
2232      </div>
2233    </div>
2234  
2235    <div class="kl-faq__entry">
2236      <div class="kl-faq__header">
2237        <h3>How Do I Calculate My Required Minimum Distribution?</h3>
2238        <div class="kl-faq__icon"></div>
2239      </div>
2240      <div class="kl-faq__description">
2241        <div class="kl-faq__inner">
2242          <p><span style="color: #f06d1a;"><span style="color: #4e5056;">Calculate your RMD using our</span>&nbsp;<a href="/resources/rmd-calculator" rel="noopener" style="color: #f06d1a;">online calculator</a></span><span>. </span></p>
2243<p><span style="color: #4e5056;">We recommend consulting with your CPA or tax advisor to get the exact RMD amount.</span></p>
2244        </div>
2245      </div>
2246    </div>
2247  
2248    <div class="kl-faq__entry">
2249      <div class="kl-faq__header">
2250        <h3>How Do I Update the Fair Market Value of My Investment?</h3>
2251        <div class="kl-faq__icon"></div>
2252      </div>
2253      <div class="kl-faq__description">
2254        <div class="kl-faq__inner">
2255          <p><span style="color: #4e5056;">Update your FMV by logging in to your <a href="https://portal.midlandtrust.com/CommunityLogin" target="_blank" rel="noopener" style="color: #4e5056;"><span style="color: #f06d1a;">Client Portal</span></a>. You may also update your FMV by submitting a fair market valuation update form.</span></p>
2256<p><span style="color: #4e5056;">Learn more about FMVs&nbsp;</span><a href="/fair-market-values" target="_blank" rel="noopener noreferrer"><span style="color: #f06d1a;">here</span></a>.</p>
2257        </div>
2258      </div>
2259    </div>
2260  
2261    <div class="kl-faq__entry">
2262      <div class="kl-faq__header">
2263        <h3>What are Equity Trust's fees and how can I pay them or update my preferred billing method?</h3>
2264        <div class="kl-faq__icon"></div>
2265      </div>
2266      <div class="kl-faq__description">
2267        <div class="kl-faq__inner">
2268          <p><span style="color: #4e5056;">Once logged into your <a href="https://portal.midlandtrust.com/CommunityLogin" target="_blank" rel="noopener" style="color: #4e5056;"><span style="color: #f06d1a;">Client Portal</span></a>, click the “Billing” option at the top of your screen. From here, you can make a payment, update your billing method, and view all Fee Statements generated for your account.</span></p>
2269<ul class="midland-lists">
2270<li><span style="color: #4e5056;">You can view our fees on our <a href="https://midlandtrust.com/hubfs/Account%20Fee%20Schedule%20-%20For%20Distribution1.pdf" rel="noopener" target="_blank" style="color: #4e5056;"><span style="color: #f06d1a;">Fees</span></a> page or&nbsp;
2270under the "Open an Account" tab.</span></li>
2271<li><span style="color: #4e5056;">To reduce fees, choose the most advantageous fee option based on your account specifics: Asset-based or Value-based. Creating a checkbook LLC might lower admin fees. Funds sent/received as check or ACH is less costly than wires.</span></li>
2272</ul>
2273<div class="hs-video-widget" data-hsv-embed-id="5e2c2817-0f98-44f1-b157-ba3400b2fde4">
2274  <div class="hs-video-container" style="max-width: 1280px; margin: 0 auto;">
2275    <div class="hs-video-wrapper" style="position: relative; height: 0; padding-bottom: 54.22%">
2276      <iframe data-hsv-src="https://play.hubspotvideo.com/v/21767649/id/110618840494" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="110618840494" data-hsv-style="" data-hsv-width="1280" data-hsv-height="694" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>
2277    </div>
2278  </div>
2279</div>
2280<p>&nbsp;</p>
2281        </div>
2282      </div>
2283    </div>
2284  
2285    <div class="kl-faq__entry">
2286      <div class="kl-faq__header">
2287        <h3>What is Equity Trust's address?</h3>
2288        <div class="kl-faq__icon"></div>
2289      </div>
2290      <div class="kl-faq__description">
2291        <div class="kl-faq__inner">
2292          <p><strong><span style="color: #4e5056;">Our mailing address is:</span></strong></p>
2293<p style="padding-left: 40px; line-height: 1;"><span style="color: #4e5056;">PO Box 62957</span></p>
2294<p style="padding-left: 40px; line-height: 1;"><span style="color: #4e5056;">Fort Myers, FL 33906</span></p>
2295<p><strong><span style="color: #4e5056;">Our physical address is:</span></strong></p>
2296<p style="padding-left: 40px; line-height: 1;"><span style="color: #4e5056;">15671 San Carlos Blvd #101</span></p>
2297<p style="padding-left: 40px; line-height: 1;"><span style="color: #4e5056;">Fort Myers, FL 33908</span></p>
2298        </div>
2299      </div>
2300    </div>
2301  
2302</div></div>
2303
2304</div><!--end widget-span -->
2305</div><!--end row-->
2306</div><!--end row-wrapper -->
2307
2308</div><!--end widget-span -->
2309</div><!--end row-->
2310</div><!--end row-wrapper -->
2311
2312</div><!--end widget-span -->
2313</div><!--end row-->
2314</div><!--end row-wrapper -->
2315
2316</div><!--end widget-span -->
2317</div>
2318</div>
2319</div>
2320    </div>
2321  </main>
2322</div>
2323
2324
2325      
2326        <div data-global-resource-path="midland_trust_custom_theme/templates/partials/footer.html"><style type="text/css">
2327
2328	.embeddedServiceHelpButton .helpButton .uiButton {
2329		background-color: #2e2447;
2330		font-family: "Arial", sans-serif;
2331	}
2332	.embeddedServiceHelpButton .helpButton .uiButton:focus {
2333		outline: 1px solid #D9D9D6;
2334	}
2335	embeddedservice-chat-header lightning-icon, embeddedservice-chat-header svg.slds-icon-text-default { 
2336		fill: rgb(254, 216, 1); 
2337		display: inherit; 
2338		width: 20px;
2339	}
2340  button.minimizeButton{
2341    padding: 0px;
2342    justify-content: center;
2343  }
2344  button.closeButton{
2345    padding: 0px;
2346    justify-content: center;
2347  }
2348  
2349</style>
2350
2351
2352
2353<!-- Start of Invitations -->
2354<div class="embeddedServiceInvitation" id="snapins_invite" inert="true" aria-live="assertive" role="dialog" aria-atomic="true">
2355	<div class="embeddedServiceInvitationHeader" aria-labelledby="snapins_titletext" aria-describedby="snapins_bodytext">
2356		<img id="embeddedServiceAvatar">
2357		<span class="embeddedServiceTitleText" id="snapins_titletext">Questions?</span>
2358		<button type="button" id="closeInvite" class="embeddedServiceCloseIcon" aria-label="Exit invitation">×</button>
2359	</div>
2360	<div class="embeddedServiceInvitationBody">
2361		<p id="snapins_bodytext">Click <b>Start Chat</b> to get your questions answered by one of our knowledgeable associates.</p>
2362	</div>
2363	<div class="embeddedServiceInvitationFooter" aria-describedby="snapins_bodytext">
2364		<button type="button" class="embeddedServiceActionButton" id="rejectInvite">Close</button>
2365		<button type="button" class="embeddedServiceActionButton" id="acceptInvite">Start Chat</button>
2366	</div>
2367</div>
2368
2369<style type="text/css">
2370	#snapins_invite { background-color: #FFFFFF; font-family: "Arial", sans-serif; overflow: visible; border-radius: 8px; visibility: hidden; }
2371	.embeddedServiceInvitation { background-color: transparent; max-width: 290px; max-height: 210px; -webkit-box-shadow: 0 7px 12px rgba(0,0,0,0.28); -moz-box-shadow: 0 7px 12px rgba(0,0,0,0.28); box-shadow: 0 7px 12px rgba(0,0,0,0.28); }
2372	@media only screen and (min-width: 48em) { /*mobile*/ .embeddedServiceInvitation { max-width: 332px; max-height: 210px; } }
2373	.embeddedServiceInvitation > .embeddedServiceInvitationHeader { width: inherit; height: 50px; line-height: 32px; padding: 10px; color: #FFFFFF; background-color: #2e2447; overflow: initial; display: flex; justify-content: space-between; align-items: stretch; border-top-left-radius: 8px; border-top-right-radius: 8px; }
2374	.embeddedServiceInvitationHeader #embeddedServiceAvatar { width: 32px; height: 32px; border-radius: 50%; }
2375	.embeddedServiceInvitationHeader .embeddedServiceTitleText { font-size: 22px; color: #FFFFFF; overflow: hidden; word-wrap: normal; white-space: nowrap; text-overflow: ellipsis; align-self: stretch; flex-grow: 1; max-width: 100%; margin: 0 12px; }
2376	.embeddedServiceInvitationHeader .embeddedServiceCloseIcon { border: none; border-radius: 3px; cursor: pointer; position: relative; bottom: 3%; background-color: transparent; width: 32px; height: 32px; font-size: 23px; color: #FFFFFF; }
2377	.embeddedServiceInvitationHeader .embeddedServiceCloseIcon:focus { outline: none; }
2378	.embeddedServiceInvitationHeader .embeddedServiceCloseIcon:focus::before { content: " "; position: absolute; top: 11%; left: 7%; width: 85%; height: 85%; background-color: rgba(255, 255, 255, 0.2); border-radius: 4px; pointer-events: none; }
2379	.embeddedServiceInvitationHeader .embeddedServiceCloseIcon:active, .embeddedServiceCloseIcon:hover { background-color: #FFFFFF; color: rgba(0,0,0,0.7); opacity: 0.7; }
2380	.embeddedServiceInvitation > .embeddedServiceInvitationBody { background-color: #FFFFFF; max-height: 114px; min-width: 260px; margin: 0 8px; font-size: 14px; line-height: 20px; overflow: auto; }
2381	.embeddedServiceInvitationBody p { color: #2e2447; padding: 8px; margin: 12px 0; }
2382	.embeddedServiceInvitation > .embeddedServiceInvitationFooter { width: inherit; color: #FFFFFF; text-align: right; background-color: #FFFFFF; padding: 10px; max-height: 50px; border-bottom-left-radius: 8px; border-bottom-right-radius: 8px; }
2383	.embeddedServiceInvitationFooter > .embeddedServiceActionButton { font-size: 14px; max-height: 40px; border: none; border-radius: 4px; padding: 10px; margin: 4px; text-align: center; text-decoration: none; display: inline-block; cursor: pointer; }
2384	.embeddedServiceInvitationFooter > #acceptInvite { background-color: #2e2447; color: #FFFFFF; }
2385	.embeddedServiceInvitationFooter > #rejectInvite { background-color: #FFFFFF; color: #2e2447; }
2386</style>
2387
2388<script type="text/javascript">
2389	(function() {
2390		document.getElementById('closeInvite').onclick = function() { embedded_svc.inviteAPI.inviteButton.rejectInvite(); };
2391		document.getElementById('rejectInvite').onclick = function() { embedded_svc.inviteAPI.inviteButton.rejectInvite(); }; // use this API call to reject invitations
2392		document.getElementById('acceptInvite').onclick = function() { embedded_svc.inviteAPI.inviteButton.acceptInvite(); }; // use this API call to start chat from invitations
2393		document.addEventListener('keyup', function(event) { if (event.keyCode == 27) { embedded_svc.inviteAPI.inviteButton.rejectInvite(); }})
2394	})();
2395</script>
2395
2396<!-- End of Invitations -->
2397
2398<script type="text/javascript" src="https://service.force.com/embeddedservice/5.0/esw.min.js"></script>
vendor: 1 bytes, line 2398
2398
2399<script type="text/javascript">
2400	var initESW = function(gslbBaseURL) {
2401		embedded_svc.settings.displayHelpButton = true; //Or false
2402		embedded_svc.settings.language = 'en-us'; //For example, enter 'en' or 'en-US'
2403
2404		embedded_svc.settings.defaultMinimizedText = 'Chat with our Team'; //(Defaults to Chat with an Expert)
2405		//embedded_svc.settings.disabledMinimizedText = '...'; //(Defaults to Agent Offline)
2406
2407		embedded_svc.settings.loadingText = 'Loading, Please Wait'; //(Defaults to Loading)
2408		embedded_svc.settings.storageDomain = 'midlandtrust.com'; //(Sets the domain for your deployment so that visitors can navigate subdomains during a chat session)
2409
2410		// Settings for Chat
2411		//embedded_svc.settings.directToButtonRouting = function(prechatFormData) {
2412			// Dynamically changes the button ID based on what the visitor enters in the pre-chat form.
2413			// Returns a valid button ID.
2414		//};
2415		//embedded_svc.settings.prepopulatedPrechatFields = {}; //Sets the auto-population of pre-chat form fields
2416		//embedded_svc.settings.fallbackRouting = []; //An array of button IDs, user IDs, or userId_buttonId
2417		//embedded_svc.settings.offlineSupportMinimizedText = '...'; //(Defaults to Contact Us)
2418
2419
2420	embedded_svc.settings.avatarImgURL="https://midlandtrust.com/hubfs/ET_3D_Pinwheel.png",
2421		
2422	embedded_svc.settings.extraPrechatFormDetails = [{
2423	"label": "First Name",
2424	"transcriptFields": ["FirstName__c"],
2425	"displayToAgent": false
2426	},
2427	{
2428	"label": "Last Name",
2429	"transcriptFields": ["LastName__c"],
2430	"displayToAgent": false
2431	},
2432	{
2433	"label": "Email",
2434	"transcriptFields": ["Email__c"],
2435	"displayToAgent": false
2436	}];
2437
2438	embedded_svc.settings.extraPrechatInfo = [{
2439    "entityName": "Contact",
2440	  "linkToEntityName": "Contact",
2441    "linkToEntityField": "ContactId",
2442    "saveToTranscript": "ContactId",
2443    "showOnCreate": false,
2444    "entityFieldMaps": [{
2445    "isExactMatch": false,
2446    "fieldName": "FirstName",
2447    "doCreate": false,
2448    "doFind": false,
2449    "label": "First Name"
2450    },
2451	{
2452        "isExactMatch": false,
2453        "fieldName": "LastName",
2454        "doCreate": false,
2455        "doFind": false,
2456        "label": "Last Name"
2457    },
2458	{
2459        "isExactMatch": true,
2460        "fieldName": "Email",
2461        "doCreate": false,
2462        "doFind": true,
2463        "label": "Email"
2464    }]
2465	},
2466	{
2467	"entityName": "Account",
2468    "showOnCreate": false,
2469    "linkToEntityName": "Account",
2470    "linkToEntityField": "AccountId",
2471    "saveToTranscript": "AccountId",
2472    "entityFieldMaps": [
2473	{
2474	    "isExactMatch": false,
2475	    "fieldName": "FirstName",
2476	    "doCreate": false,
2477      "doFind": false,
2478	    "label": "First Name"
2479	},
2480    {
2481      "isExactMatch": false,
2482      "fieldName": "LastName",
2483      "doCreate": false,
2484		  "doFind": false,
2485	  	"label": "Last Name"
2486    },
2487    {
2488       "isExactMatch": true,
2489		   "fieldName": "PersonEmail",
2490       "doCreate": false,
2491	     "doFind": true,
2492       "label": "Email"
2493        }]
2494	},
2495	{
2496    "entityName": "Case",
2497    "showOnCreate": true,
2498    "entityFieldMaps": [
2499        {
2500            "doCreate": false,
2501            "doFind": false,
2502            "fieldName": "Subject",
2503            "isExactMatch": false,
2504            "label": "Subject"
2505        }]
2506	
2507	}];  
2508
2509		embedded_svc.settings.enabledFeatures = ['LiveAgent'];
2510		embedded_svc.settings.entryFeature = 'LiveAgent';
2511
2512		embedded_svc.init(
2513			'https://entrust.my.salesforce.com',
2514			'https://entrust.my.site.com/MidlandBot',
2515			gslbBaseURL,
2516			'00D30000000Yy42',
2517			'Midland_Bot',
2518			{
2519				baseLiveAgentContentURL: 'https://c.la2-c2-ia4.salesforceliveagent.com/content',
2520				deploymentId: '5724u000000blMN',
2521				buttonId: '5734u000000blNk',
2522				baseLiveAgentURL: 'https://d.la2-c2-ia4.salesforceliveagent.com/chat',
2523				eswLiveAgentDevName: 'EmbeddedServiceLiveAgent_Parent04I4u0000004CBnEAM_187a41091d7',
2524				isOfflineSupportEnabled: false
2525			}
2526		);
2527	};
2528
2529	if (!window.embedded_svc) {
2530		var s = document.createElement('script');
2531		s.setAttribute('src', 'https://entrust.my.salesforce.com/embeddedservice/5.0/esw.min.js');
2532		s.onload = function() {
2533			initESW(null);
2534		};
2535		document.body.appendChild(s);
2536	} else {
2537		initESW('https://service.force.com');
2538	}
2539</script>
2539
2540<div id="hs_cos_wrapper_Footer" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">
2541
2542
2543
2544
2545  
2546
2547
2548<footer class="kl-footer">
2549	<div class="midland-trust-footer-cta">
2550		<h3 class="mb-3 mt-3 white-color" style="text-align: center;"><span style="color: #ffffff;"><span style="font-weight: 100;">Call Us Nationwide</span> (239) 333-1032</span></h3>
2551	</div>
2552  <div class="kl-footer__wrapper content-wrapper">
2553    
2554   <div class="midland-trust-top-footer">
2555				<div class="midland-trust-footer-logo-wrapper">
2556						
2557
2558  
2559
2560    
2561
2562    
2563
2564    
2565
2566    
2567
2568    
2569
2570    
2571
2572  
2573
2574  
2575
2576  
2577
2578  
2579
2580  
2581
2582  
2583
2584  
2585    <a href="https://midlandtrust.com">
2586            
2587
2588  
2589    
2590  
2591
2592  
2593    
2594  
2595
2596  
2597
2598  <img src="https://midlandtrust.com/hubfs/Equity-Trust-Logo-White_500x183.png" alt="Equity-Trust-Logo-White_500x183" width="100%" style="max-width: 200px; max-height: 73px" loading="">
2599          </a>
2600  
2601				</div>
2602				<div class="midland-trust-footer-social">
2603					 <ul class="kl-footer__social">
2604          
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2704    <div class="kl-footer__legal">
2705      <p>Mailing Address Equity Trust, PO Box 62957, Fort Myers, FL 33906&nbsp;</p>
2706<hr>General Phone Number 239-333-1032
2707<p>&nbsp;</p>
2708<p style="text-align: center; line-height: 1;"><span style="font-size: 12px;">Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company.</span><br><br><span style="font-size: 12px;">*Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 6/1/2024.&nbsp;</span> <span></span></p>
2709<div style="text-align: center;">&nbsp;</div>
2710<div style="text-align: center;">© 2025 Equity Trust &nbsp;&nbsp; &nbsp;<a href="https://midlandtrust.com/midland-trust-company" rel="noopener">Trust Regulations</a> <span> |</span> <a href="https://midlandtrust.com/terms-of-use" rel="noopener">Terms of Use</a> <span> | </span> <a href="https://midlandtrust.com/privacy-policy" rel="noopener">Privacy Policy</a> <span> | </span> <a href="/sitemap.xml">Sitemap</a></div>
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