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 7 8 9 10 11 12 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> 29a.cta_button{-moz-box-sizing:content-box !important;-webkit-box-sizing:content-box !important;box-sizing:content-box !important;vertical-align:middle}.hs-breadcrumb-menu{list-style-type:none;margin:0px 0px 0px 0px;padding:0px 0px 0px 0px}.hs-breadcrumb-menu-item{float:left;padding:10px 0px 10px 10px}.hs-breadcrumb-menu-divider:before{content:'âº';padding-left:10px}.hs-featured-image-link{border:0}.hs-featured-image{float:right;margin:0 0 20px 20px;max-width:50%}@media (max-width: 568px){.hs-featured-image{float:none;margin:0;width:100%;max-width:100%}}.hs-screen-reader-text{clip:rect(1px, 1px, 1px, 1px);height:1px;overflow:hidden;position:absolute !important;width:1px} 30</style> 31 32<link rel="stylesheet" href="https://midlandtrust.com/hubfs/hub_generated/template_assets/1/79312224534/1788448711809/template_main.min.css"> 33<link rel="stylesheet" href="https://midlandtrust.com/hubfs/hub_generated/template_assets/1/79307462811/1788448704233/template_responsive.min.css"> 34<link rel="stylesheet" href="https://midlandtrust.com/hubfs/hub_generated/template_assets/1/79307865862/1788448708095/template_child.min.css"> 35<link rel="stylesheet" href="https://midlandtrust.com/hubfs/hub_generated/module_assets/1/90068705552/1748014136259/module_MidlandNavV2.min.css"> 36 37 <style> 38 39 40 41 42 43 44 45 46 47 48 49 50 </style> 51 52 53 <style> 54 #hs-button_module_16614137779707 { 55 56 57 display: inline-block; 58 59 background-color: rgba(255, 255, 255,1.0); 60 color: #2e2447; 61 62 font-style: normal; font-weight: bold; text-decoration: none; 63 64 padding-top: px; 65 padding-bottom: px; 66 67 68 padding-left: px; 69 padding-right: px; 70 71 } 72 #hs-button_module_16614137779707:hover { 73 background-color: rgba(46, 36, 71,1.0); 74 color: rgba(255, 255, 255,1.0); 75 76 padding-top: px; 77 padding-bottom: px; 78 79 80 padding-left: px; 81 padding-right: px; 82 83 84 } 85 </style> 86 87 88 <style> 89 #hs-button_module_16614137779708 { 90 91 92 display: inline-block; 93 94 background-color: rgba(255, 255, 255,1.0); 95 color: #2e2447; 96 97 font-style: normal; font-weight: bold; text-decoration: none; 98 99 padding-top: px; 100 padding-bottom: px; 101 102 103 padding-left: px; 104 padding-right: px; 105 106 } 107 #hs-button_module_16614137779708:hover { 108 background-color: rgba(46, 36, 71,1.0); 109 color: rgba(255, 255, 255,1.0); 110 111 padding-top: px; 112 padding-bottom: px; 113 114 115 padding-left: px; 116 padding-right: px; 117 118 119 } 120 </style> 121 122 123 <style> 124 #hs-button_module_16614137779709 { 125 126 127 display: inline-block; 128 129 background-color: rgba(255, 255, 255,1.0); 130 color: #2e2447; 131 132 font-style: normal; font-weight: bold; text-decoration: none; 133 134 padding-top: px; 135 padding-bottom: px; 136 137 138 padding-left: px; 139 padding-right: px; 140 141 } 142 #hs-button_module_16614137779709:hover { 143 background-color: rgba(46, 36, 71,1.0); 144 color: rgba(255, 255, 255,1.0); 145 146 padding-top: px; 147 padding-bottom: px; 148 149 150 padding-left: px; 151 padding-right: px; 152 153 154 } 155 </style> 156 157<link rel="stylesheet" href="https://midlandtrust.com/hubfs/hub_generated/module_assets/1/79307022746/1741873244571/module_FAQ.min.css"> 158<link rel="stylesheet" href="https://midlandtrust.com/hubfs/hub_generated/module_assets/1/79307514710/1741873251099/module_Footer.min.css"> 159<style> 160 @font-face { 161 font-family: "Open Sans"; 162 font-weight: 700; 163 font-style: normal; 164 font-display: swap;
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background-image: none !important; color: #ffffff !important; display: block !important; font-size: 24px !important; line-height: 44.2px !important; text-align: center !important } 207#hs_cos_wrapper_module_16813168075946 p , #hs_cos_wrapper_module_16813168075946 li , #hs_cos_wrapper_module_16813168075946 span , #hs_cos_wrapper_module_16813168075946 label , #hs_cos_wrapper_module_16813168075946 h1 , #hs_cos_wrapper_module_16813168075946 h2 , #hs_cos_wrapper_module_16813168075946 h3 , #hs_cos_wrapper_module_16813168075946 h4 , #hs_cos_wrapper_module_16813168075946 h5 , #hs_cos_wrapper_module_16813168075946 h6 { color: #ffffff !important; font-size: 24px !important; line-height: 44.2px !important } 208#hs_cos_wrapper_widget_1681321018357 { display: block !important; padding-top: 45px !important } 209.dnd_rowno_structure_inner_page_content_section-row-0-max-width-section-centering > .row-fluid { 210 max-width: 1366px !important; 211 margin-left: auto !important; 212 margin-right: auto !important; 213} 214.dnd_rowno_structure_inner_page_content_section-row-1-max-width-section-centering > .row-fluid { 215 max-width: 1366px !important; 216 margin-left: auto !important; 217 margin-right: auto !important; 218} 219.dnd_rowno_structure_inner_page_content_section-row-2-force-full-width-section > .row-fluid { 220 max-width: none !important; 221} 222.dnd_rowno_structure_inner_page_content_section-row-4-force-full-width-section > .row-fluid { 223 max-width: none !important; 224} 225.dnd_rowno_structure_inner_page_content_section-row-5-max-width-section-centering > .row-fluid { 226 max-width: 1366px !important; 227 margin-left: auto !important; 228 margin-right: auto !important; 229} 230.module_1661413817923-flexbox-positioning { 231 display: -ms-flexbox !important; 232 -ms-flex-direction: column !important; 233 -ms-flex-align: center !important; 234 -ms-flex-pack: start; 235 display: flex !important; 236 flex-direction: column !important; 237 align-items: center !important; 238 justify-content: flex-start; 239} 240.module_1661413817923-flexbox-positioning > div { 241 max-width: 100%; 242 flex-shrink: 0 !important; 243} 244.module_16614137779707-flexbox-positioning { 245 display: -ms-flexbox !important; 246 -ms-flex-direction: column !important; 247 -ms-flex-align: start !important; 248 -ms-flex-pack: start; 249 display: flex !important; 250 flex-direction: column !important; 251 align-items: flex-start !important; 252 justify-content: flex-start; 253} 254.module_16614137779707-flexbox-positioning > div { 255 max-width: 100%; 256 flex-shrink: 0 !important; 257} 258.module_16614137779708-flexbox-positioning { 259 display: -ms-flexbox !important; 260 -ms-flex-direction: column !important; 261 -ms-flex-align: start !important; 262 -ms-flex-pack: start; 263 display: flex !important; 264 flex-direction: column !important; 265 align-items: flex-start !important; 266 justify-content: flex-start; 267} 268.module_16614137779708-flexbox-positioning > div { 269 max-width: 100%; 270 flex-shrink: 0 !important; 271} 272.module_16614137779709-flexbox-positioning { 273 display: -ms-flexbox !important; 274 -ms-flex-direction: column !important; 275 -ms-flex-align: start !important; 276 -ms-flex-pack: start; 277 display: flex !important; 278 flex-direction: column !important; 279 align-items: flex-start !important; 280 justify-content: flex-start; 281} 282.module_16614137779709-flexbox-positioning > div { 283 max-width: 100%; 284 flex-shrink: 0 !important; 285} 286/* HubSpot Non-stacked Media Query Styles */ 287@media (min-width:768px) { 288 .dnd_rowno_structure_inner_page_content_section-row-0-vertical-alignment > .row-fluid { 289 display: -ms-flexbox !important; 290 -ms-flex-direction: row; 291 display: flex !important; 292 flex-direction: row; 293 } 294 .dnd_rowno_structure_inner_page_content_section-row-1-vertical-alignment > .row-fluid { 295 display: -ms-flexbox !important; 296 -ms-flex-direction: row; 297 display: flex !important; 298 flex-direction: row; 299 } 300 .dnd_rowno_structure_inner_page_content_section-row-2-vertical-alignment > .row-fluid { 301 display: -ms-flexbox !important; 302 -ms-flex-direction: row; 303 display: flex !important; 304 flex-direction: row; 305 } 306 .dnd_rowno_structure_inner_page_content_section-row-4-vertical-alignment > .row-fluid { 307 display: -ms-flexbox !important; 308 -ms-flex-direction: row; 309 display: flex !important; 310 flex-direction: row; 311 } 312 .dnd_rowno_structure_inner_page_content_section-row-5-vertical-alignment > .row-fluid { 313 display: -ms-flexbox !important; 314 -ms-flex-direction: row; 315 display: flex !important; 316 flex-direction: row; 317 } 318 .cell_1661413777970-vertical-alignment { 319 display: -ms-flexbox !important; 320 -ms-flex-direction: column !important; 321 -ms-flex-pack: center !important; 322 display: flex !important; 323 flex-direction: column !important; 324 justify-content: center !important; 325 } 326 .cell_1661413777970-vertical-alignment > div { 327 flex-shrink: 0 !important; 328 } 329 .cell_16614141153004-vertical-alignment { 330 display: -ms-flexbox !important; 331 -ms-flex-direction: column !important; 332 -ms-flex-pack: center !important; 333 display: flex !important; 334 flex-direction: column !important; 335 justify-content: center !important; 336 } 337 .cell_16614141153004-vertical-alignment > div { 338 flex-shrink: 0 !important; 339 } 340 .cell_16614141153004-row-0-vertical-alignment > .row-fluid { 341 display: -ms-flexbox !important; 342 -ms-flex-direction: row; 343 display: flex !important; 344 flex-direction: row; 345 } 346 .cell_16614141153004-row-2-vertical-alignment > .row-fluid { 347 display: -ms-flexbox !important; 348 -ms-flex-direction: row; 349 display: flex !important; 350 flex-direction: row; 351 } 352 .cell_1666588861384-vertical-alignment { 353 display: -ms-flexbox !important; 354 -ms-flex-direction: column !important; 355 -ms-flex-pack: center !important; 356 display: flex !important; 357 flex-direction: column !important; 358 justify-content: center !important; 359 } 360 .cell_1666588861384-vertical-alignment > div { 361 flex-shrink: 0 !important; 362 }
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423 flex-direction: column !important; 424 justify-content: center !important; 425 } 426 .cell_1681313156170-vertical-alignment > div { 427 flex-shrink: 0 !important; 428 } 429 .cell_1681313916260-vertical-alignment { 430 display: -ms-flexbox !important; 431 -ms-flex-direction: column !important; 432 -ms-flex-pack: center !important; 433 display: flex !important; 434 flex-direction: column !important; 435 justify-content: center !important; 436 } 437 .cell_1681313916260-vertical-alignment > div { 438 flex-shrink: 0 !important; 439 } 440 .cell_16813168075944-vertical-alignment { 441 display: -ms-flexbox !important; 442 -ms-flex-direction: column !important; 443 -ms-flex-pack: center !important; 444 display: flex !important; 445 flex-direction: column !important; 446 justify-content: center !important; 447 } 448 .cell_16813168075944-vertical-alignment > div { 449 flex-shrink: 0 !important; 450 } 451 .cell_1681312419454-vertical-alignment { 452 display: -ms-flexbox !important; 453 -ms-flex-direction: column !important; 454 -ms-flex-pack: center !important; 455 display: flex !important; 456 flex-direction: column !important; 457 justify-content: center !important; 458 } 459 .cell_1681312419454-vertical-alignment > div { 460 flex-shrink: 0 !important; 461 } 462 .cell_1681312419454-row-3-vertical-alignment > .row-fluid { 463 display: -ms-flexbox !important; 464 -ms-flex-direction: row; 465 display: flex !important; 466 flex-direction: row; 467 } 468 .cell_1681315506213-vertical-alignment { 469 display: -ms-flexbox !important; 470 -ms-flex-direction: column !important; 471 -ms-flex-pack: center !important; 472 display: flex !important; 473 flex-direction: column !important; 474 justify-content: center !important; 475 } 476 .cell_1681315506213-vertical-alignment > div { 477 flex-shrink: 0 !important; 478 } 479} 480/* HubSpot Styles (default) */ 481.dnd_rowno_structure_inner_page_content_section-row-0-padding { 482 padding-top: 100px !important; 483 padding-bottom: 100px !important; 484 padding-left: 35px !important; 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894 <span>Trading Professionals</span> 895 </a> 896 897 898 899 900 901 </li> 902 903 <li class="kl-navbar-submenu__item"> 904 905 <a class="kl-navbar-submenu__button" href="https://midlandtrust.com/futures-trading"> 906 <span>Futures Trading in an IRA</span> 907 </a> 908 909 910 911 912 913 </li> 914 915 <li class="kl-navbar-submenu__item"> 916 917 <a class="kl-navbar-submenu__button" href="https://midlandtrust.com/forex-trading"> 918 <span>Forex Trading in an IRA</span> 919 </a> 920 921 922 923 924 925 </li> 926 927 </ul> 928 929 930 931 </div> 932 </li> 933 934 <li class="kl-navbar__item kl-navbar__parent"> 935 936 937 <a class="kl-navbar__button" href="https://getequity1031.com"> 938 <span>1031 Exchanges</span> 939 </a> 940 <div class="kl-navbar-submenu-wrapper"> 941 942 943 944 <ul class="kl-navbar-submenu"> 945 946 <li class="kl-navbar-submenu__item"> 947 948 <a class="kl-navbar-submenu__button" href="https://getequity1031.com/types-of-1031-exchanges"> 949 <span>Types of Exchanges</span> 950 </a> 951 952 953 954 955 956 </li> 957 958 <li class="kl-navbar-submenu__item"> 959 960 <a class="kl-navbar-submenu__button" href="https://getequity1031.com/1031-exchange-rules"> 961 <span>1031 Exchange Rules</span> 962 </a> 963 964 965 966 967 968 </li> 969 970 <li class="kl-navbar-submenu__item"> 971 972 <a class="kl-navbar-submenu__button" href="https://getequity1031.com/1031-exchange-resources"> 973 <span>1031 Exchange Resources</span> 974 </a> 975 976 977 978 979 980 </li> 981 982 <li class="kl-navbar-submenu__item"> 983 984 <a class="kl-navbar-submenu__button" href="https://getequity1031.com/about-equity-1031"> 985 <span>About Equity 1031 Exchange</span> 986 </a> 987 988 989 990 991 992 </li> 993 994 </ul> 995 996 997 998 </div> 999 </li> 1000 1001 <li class="kl-navbar__item kl-navbar__parent"> 1002 1003 1004 <a class="kl-navbar__button" href=""> 1005 <span>Resources</span> 1006 </a> 1007 <div class="kl-navbar-submenu-wrapper"> 1008 1009 1010 1011 <ul class="kl-navbar-submenu"> 1012 1013 <li class="kl-navbar-submenu__item"> 1014 1015 <a class="kl-navbar-submenu__button" href="https://midlandtrust.com/secure-upload"> 1016 <span>Secure Upload</span> 1017 </a> 1018 1019 1020 1021 1022 1023 </li> 1024 1025 <li class="kl-navbar-submenu__item"> 1026 1027 <a class="kl-navbar-submenu__button" href="https://midlandtrust.com/resources/forms"> 1028 <span>Forms</span> 1029 </a> 1030 1031 1032 1033 1034 1035 </li> 1036 1037 <li class="kl-navbar-submenu__item"> 1038 1039 <a class="kl-navbar-submenu__button" href="https://midlandtrust.com/resources/rmd-calculator"> 1040 <span>RMD Calculator</span> 1041 </a> 1042 1043 1044 1045 1046 1047 </li> 1048 1049 <li class="kl-navbar-submenu__item"> 1050 1051 <a class="kl-navbar-submenu__button" target="_blank" href="https://midlandtrust.com/inherited-ira"> 1052 <span>Report Death of an Equity Trust Client</span> 1053 </a> 1054 1055 1056 1057 1058 1059 </li> 1060 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 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<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 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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> 1653 1654</div><!--end widget-span --> 1655</div><!--end row--> 1656</div><!--end row-wrapper --> 1657 1658</div><!--end widget-span --> 1659<div class="span3 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="3" data-w="3"> 1660 1661<div class="row-fluid-wrapper row-depth-1 row-number-23 dnd-row"> 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"> 1665 1666 1667 1668 1669 1670 1671 1672 1673 1674 1675 <div class="kl-rich-text kl-rich-text--center"> 1676 1677 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&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> </p></div> 1688 1689 1690 1691 1692 </div></div> 1693 1694</div><!--end widget-span --> 1695</div><!--end row--> 1696</div><!--end row-wrapper --> 1697 1698<div class="row-fluid-wrapper row-depth-1 row-number-24 dnd-row"> 1699<div class="row-fluid "> 1700<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> 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"> 1702 1703 1704 1705 1706 1707 1708 1709 1710 1711 1712 <div class="kl-rich-text kl-rich-text--center"> 1713 1714 1715 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&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> </p></div> 1725 1726 1727 1728 1729 </div></div> 1730 1731</div><!--end widget-span --> 1732</div><!--end row--> 1733</div><!--end row-wrapper --> 1734 1735</div><!--end widget-span --> 1736<div class="span3 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="6" data-w="3"> 1737 1738<div class="row-fluid-wrapper row-depth-1 row-number-25 dnd-row"> 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"> 1742 1743 1744 1745 1746 1747 1748 1749 1750 1751 1752 <div class="kl-rich-text kl-rich-text--center"> 1753 1754 1755 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&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> </p></div> 1765 1766 1767 1768 1769 </div></div> 1770 1771</div><!--end widget-span --> 1772</div><!--end row--> 1773</div><!--end row-wrapper --> 1774 1775<div class="row-fluid-wrapper row-depth-1 row-number-26 dnd-row"> 1776<div class="row-fluid "> 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"> 1779 1780 1781 1782 1783 1784 1785 1786 1787 1788 1789 <div class="kl-rich-text kl-rich-text--center"> 1790 1791 1792 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&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> </p></div> 1802 1803 1804 1805 1806 </div></div> 1807 1808</div><!--end widget-span --> 1809</div><!--end row--> 1810</div><!--end row-wrapper --> 1811 1812</div><!--end widget-span --> 1813<div class="span3 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="9" data-w="3"> 1814 1815<div class="row-fluid-wrapper row-depth-1 row-number-27 dnd-row"> 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"> 1819 1820 1821 1822 1823 1824 1825 1826 1827 1828 1829 <div class="kl-rich-text kl-rich-text--center"> 1830 1831 1832 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
18340"> 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&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> </p></div> 1842 1843 1844 1845 1846 </div></div> 1847 1848</div><!--end widget-span --> 1849</div><!--end row--> 1850</div><!--end row-wrapper --> 1851 1852<div class="row-fluid-wrapper row-depth-1 row-number-28 dnd-row"> 1853<div class="row-fluid "> 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"> 1856 1857 1858 1859 1860 1861 1862 1863 1864 1865 1866 <div class="kl-rich-text kl-rich-text--center"> 1867 1868 1869 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&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> </p></div> 1879 1880 1881 1882 1883 </div></div> 1884 1885</div><!--end widget-span --> 1886</div><!--end row--> 1887</div><!--end row-wrapper --> 1888 1889</div><!--end widget-span --> 1890</div><!--end row--> 1891</div><!--end row-wrapper --> 1892 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"> 1896 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 & makes investing easy</span></div> 1901 1902</div><!--end widget-span --> 1903</div><!--end row--> 1904</div><!--end row-wrapper --> 1905 1906</div><!--end widget-span --> 1907</div><!--end row--> 1908</div><!--end row-wrapper --> 1909 1910<div class="row-fluid-wrapper row-depth-1 row-number-31 dnd_rowno_structure_inner_page_content_section-row-5-vertical-alignment dnd_rowno_structure_inner_page_content_section-row-5-max-width-section-centering dnd-section dnd_rowno_structure_inner_page_content_section-row-5-background-image dnd_rowno_structure_inner_page_content_section-row-5-background-layers dnd_rowno_structure_inner_page_content_section-row-5-padding"> 1911<div class="row-fluid "> 1912<div class="span12 widget-span widget-type-cell cell_1681312419454-vertical-alignment dnd-column cell_1681312419454-padding" style="" data-widget-type="cell" data-x="0" data-w="12"> 1913 1914<div class="row-fluid-wrapper row-depth-1 row-number-32 dnd-row"> 1915<div class="row-fluid "> 1916<div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> 1917<div id="hs_cos_wrapper_module_16813124194544" 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"> 1918 1919 1920 1921 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> Money Movement</strong></span></h2></div> 1932 1933 1934 1935 1936 </div></div> 1937 1938</div><!--end widget-span --> 1939</div><!--end row--> 1940</div><!--end row-wrapper --> 1941 1942<div class="row-fluid-wrapper row-depth-1 row-number-33 dnd-row"> 1943<div class="row-fluid "> 1944<div class="span12 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> 1945 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 <span aria-describedby="tt" data-cmtooltip="<div class=glossaryItemTitle>Custodian</div><div class=glossaryItemBody>A company that custodies and holds title to clientsâ assets held in self-directed retirement accounts. Custodians do not vet clientsâ investment choices.</div>" data-gt-translate-attributes="[{"attribute":"data-cmtooltip", "format":"html"}]">custodian</span>. To do a <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="[{"attribute":"data-cmtooltip", "format":"html"}]">transfer</span> 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> </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 clientsâ assets held in self-directed retirement accounts. Custodians do not vet clientsâ investment choices.</div>" data-gt-translate-attributes="[{"attribute":"data-cmtooltip", "format":"html"}]">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 <span aria-describedby="tt" data-cmtooltip="<div class=glossaryItemTitle>Custodian</div><div class=glossaryItemBody>A company that custodies and holds title to clientsâ assets held in self-directed retirement accounts. Custodians do not vet clientsâ investment choices.</div>" data-gt-translate-attributes="[{"attribute":"data-cmtooltip", "format":"html"}]">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> 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> (239) 333-1032</span></li> 2005<li><span style="color: #4e5056;"><strong>Fax Number:</strong> (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> </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> by clicking âInvite Payerâ 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> app in the <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> and <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> 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> and following the instructions below.</span></p> 2040<ol> 2041<li><span style="color: #4e5056;">Go to "Request IRA <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="[{"attribute":"data-cmtooltip", "format":"html"}]">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> </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> </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 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 2094</div><!--end widget-span --> 2095</div><!--end row--> 2096</div><!--end row-wrapper --> 2097 2098</div><!--end widget-span --> 2099</div><!--end row--> 2100</div><!--end row-wrapper --> 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> 2106 2107</div><!--end widget-span --> 2108</div><!--end row--> 2109</div><!--end row-wrapper --> 2110 2111<div class="row-fluid-wrapper row-depth-1 row-number-36 dnd-row cell_1681312419454-row-3-vertical-alignment"> 2112<div class="row-fluid "> 2113<div class="span12 widget-span widget-type-cell cell_1681315506213-vertical-alignment dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> 2114 2115<div class="row-fluid-wrapper row-depth-1 row-number-37 dnd-row"> 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"> 2119 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 <a href="https://portal.midlandtrust.com/CommunityLogin" target="_blank" rel="noopener" style="color: #4e5056;"><span style="color: #f06d1a;">Login Screen</span></a>, click âForgot my Password.â</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 youâll 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> and clicking on âMy Profileâ.</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> </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 âCreate Statementâ 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> </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> 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> 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 <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> feature.</span></li> 2229<li><span style="color: #4e5056;"><strong>LPOA:</strong> 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 <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> <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 </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 âBillingâ 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
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> </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; 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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>
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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 2605 <a href="https://www.facebook.com/EquityTrustCompany/"> 2606 <span id="hs_cos_wrapper_Footer_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 264 512" aria-hidden="true"><g id="facebook-f1_layer"><path d="M76.7 512V283H0v-91h76.7v-71.7C76.7 42.4 124.3 0 193.8 0c33.3 0 61.9 2.5 70.2 3.6V85h-48.2c-37.8 0-45.1 18-45.1 44.3V192H256l-11.7 91h-73.6v229" /></g></svg></span> 2607 </a> 2608 2609 <a href="https://twitter.com/EquityTrust"> 2610 <span id="hs_cos_wrapper_Footer_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 512 512" aria-hidden="true"><g id="twitter2_layer"><path d="M459.37 151.716c.325 4.548.325 9.097.325 13.645 0 138.72-105.583 298.558-298.558 298.558-59.452 0-114.68-17.219-161.137-47.106 8.447.974 16.568 1.299 25.34 1.299 49.055 0 94.213-16.568 130.274-44.832-46.132-.975-84.792-31.188-98.112-72.772 6.498.974 12.995 1.624 19.818 1.624 9.421 0 18.843-1.3 27.614-3.573-48.081-9.747-84.143-51.98-84.143-102.985v-1.299c13.969 7.797 30.214 12.67 47.431 13.319-28.264-18.843-46.781-51.005-46.781-87.391 0-19.492 5.197-37.36 14.294-52.954 51.655 63.675 129.3 105.258 216.365 109.807-1.624-7.797-2.599-15.918-2.599-24.04 0-57.828 46.782-104.934 104.934-104.934 30.213 0 57.502 12.67 76.67 33.137 23.715-4.548 46.456-13.32 66.599-25.34-7.798 24.366-24.366 44.833-46.132 57.827 21.117-2.273 41.584-8.122 60.426-16.243-14.292 20.791-32.161 39.308-52.628 54.253z" /></g></svg></span> 2611 </a> 2612 2613 <a href="https://www.youtube.com/user/EquityTrustCompany/"> 2614 <span id="hs_cos_wrapper_Footer_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 576 512" aria-hidden="true"><g id="youtube3_layer"><path d="M549.655 124.083c-6.281-23.65-24.787-42.276-48.284-48.597C458.781 64 288 64 288 64S117.22 64 74.629 75.486c-23.497 6.322-42.003 24.947-48.284 48.597-11.412 42.867-11.412 132.305-11.412 132.305s0 89.438 11.412 132.305c6.281 23.65 24.787 41.5 48.284 47.821C117.22 448 288 448 288 448s170.78 0 213.371-11.486c23.497-6.321 42.003-24.171 48.284-47.821 11.412-42.867 11.412-132.305 11.412-132.305s0-89.438-11.412-132.305zm-317.51 213.508V175.185l142.739 81.205-142.739 81.201z" /></g></svg></span> 2615 </a> 2616 2617 <a href="https://www.linkedin.com/company/equity-trust-company/"> 2618 <span id="hs_cos_wrapper_Footer_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon" style="" data-hs-cos-general-type="widget" data-hs-cos-type="icon"><svg version="1.0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 448 512" aria-hidden="true"><g id="linkedin4_layer"><path d="M416 32H31.9C14.3 32 0 46.5 0 64.3v383.4C0 465.5 14.3 480 31.9 480H416c17.6 0 32-14.5 32-32.3V64.3c0-17.8-14.4-32.3-32-32.3zM135.4 416H69V202.2h66.5V416zm-33.2-243c-21.3 0-38.5-17.3-38.5-38.5S80.9 96 102.2 96c21.2 0 38.5 17.3 38.5 38.5 0 21.3-17.2 38.5-38.5 38.5zm282.1 243h-66.4V312c0-24.8-.5-56.7-34.5-56.7-34.6 0-39.9 27-39.9 54.9V416h-66.4V202.2h63.7v29.2h.9c8.9-16.8 30.6-34.5 62.9-34.5 67.2 0 79.7 44.3 79.7 101.9V416z" /></g></svg></span> 2619 </a> 2620 2621 </ul>
2622 </div> 2623 </div> 2624 2625 <div class="kl-footer__content" style="padding: 15px 0;"> 2626 2627 <div class="kl-footer__menu"> 2628 2629 <div class="kl-footer__group"> 2630 <h3>Our Services for Investors</h3> 2631 <ul> 2632 2633 <li> 2634 <a href="https://apply.midlandtrust.com/">Open an Account</a> 2635 </li> 2636 2637 <li> 2638 <a href="https://www.trustetc.com/self-directed-ira/">Self-Directed IRA</a> 2639 </li> 2640 2641 <li> 2642 <a href="https://getequity1031.com">1031 Exchanges</a> 2643 </li> 2644 2645 <li> 2646 <a href="https://www.trustetc.com/checkbook-ira-llc/">Checkbook IRA LLC</a> 2647 </li> 2648 2649 <li> 2650 <a href="https://portal.midlandtrust.com/">Client Portal</a> 2651 </li> 2652 2653 </ul> 2654 </div> 2655 2656 <div class="kl-footer__group"> 2657 <h3>Our Services for Institutions</h3> 2658 <ul> 2659 2660 <li> 2661 <a href="https://midlandtrust.com/financial-professionals/private-fund-custody">Private Fund Custody </a> 2662 </li> 2663 2664 <li> 2665 <a href="https://midlandtrust.com/doccustody">Document Custody</a> 2666 </li> 2667 2668 <li> 2669 <a href="https://equitydocprep.com">Incorporation Services</a> 2670 </li> 2671 2672 <li> 2673 <a href="https://pro.midlandtrust.com/">Pro Login</a> 2674 </li> 2675 2676 </ul> 2677 </div> 2678 2679 <div class="kl-footer__group"> 2680 <h3>About Us</h3> 2681 <ul> 2682 2683 <li> 2684 <a href="https://midlandtrust.com/why-choose-midland/contact-midland-trust/">Contact Us</a> 2685 </li> 2686 2687 <li> 2688 <a href="https://midlandtrust.com/why-choose-midland/who-we-are">Who We Are</a> 2689 </li> 2690 2691 <li> 2692 <a href="https://midlandtrust.com/why-choose-midland/careers">Careers</a> 2693 </li> 2694 2695 </ul> 2696 </div> 2697 2698 </div> 2699 2700 </div> 2701 2702 2703 2704 <div class="kl-footer__legal"> 2705 <p>Mailing Address Equity Trust, PO Box 62957, Fort Myers, FL 33906 </p> 2706<hr>General Phone Number 239-333-1032 2707<p> </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. </span> <span></span></p> 2709<div style="text-align: center;"> </div> 2710<div style="text-align: center;">© 2025 Equity Trust <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> 2711 </div> 2712 2713 2714 </div> 2715</footer></div> 2716 2717</div> 2718 2719 </div> 2720
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