|Supported Account Types||On the Horizon|
|Individual||Employer SEP and SIMPLE IRAs|
|Inherited Roth IRA||Guardian/Conservator|
|Joint with State Tenancy Clause Equivalents||Inherited IRA for Trusts|
|Minor: UGMA||Inherited Roth IRA for Trusts|
|Minor: UTMA||Joint Trust Tenants in Common|
|Rollover IRA||Roth Conversion IRA|
|Roth IRA||SIMPLE IRA (NFS)|
|SEP IRA||Sole Proprietorship|
|SIMPLE IRA (Pershing)||Trust (Under Tax Identification Number)|
|Transfer on Death|
|Trusts (Natural Person)|
Historically, 30% of all paperwork submitted was Not In Good Order. This accounted for countless hours to address from both the financial professional and the home office. eQuipt ends this by being smart enough to only allow completion with zero errors.
Integrated ACH and ACAT funding allows for simple and paperless account funding.
Whether sitting across from you or on their mobile device, with eQuipt your clients can review, help populate, and ultimately complete their enrollment process digitally.
Safe and secure eSignature functionality makes paper a thing of the past. Simply deliver a digital envelope to your client and they can eSign and return from any device.