eQuipt For New Accounts

Full-service account opening. Half the time.

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Supported Account Types On the Horizon
Individual Employer SEP and SIMPLE IRAs
Inherited IRA Estate
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)
Traditional IRA
Transfer on Death
Trusts (Natural Person)
529s
ELIMINATE NIGOS

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.

FUND ACCOUNTS WITH EASE

Integrated ACH and ACAT funding allows for simple and paperless account funding.

COLLABORATE WITH CLIENTS

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.

LEVERAGE ESIGNATURE AND LEAVE PAPERWORK IN THE PAST

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.