Getting Started

ETC Brokerage Services offers stock, bond, and mutual fund trading to Equity Trust Company clients through an ETC Brokerage account. The process to get started is simple. Once you have opened an Equity Trust Company account you can then establish an ETC Brokerage account. When funds are available within your Equity Trust Company account you can then place trades (either online or by contacting an ETC Brokerage representative) that will be held within your ETC Brokerage account. The movement of funds from your Equity Trust Company account to your ETC Brokerage account to place trades is seamless and does not require any advanced notice prior to placing the trades.  The total value of your brokerage account assets will be reflected within your Equity Trust Company account holdings. Individual brokerage asset holdings can be viewed through your ETC Brokerage online account login.

When eligible publicly traded securities are transferred “in-kind,” you simply move your investments to us “as is.” You may not have to liquidate your public investment holdings to fund your Equity Trust Company account. There’s no selling or buying involved and no tax consequences either. Equity Trust Company receives your investments at the market value on the date of the transfer. ETC Brokerage Services, Equity Trust Company’s affiliate broker, provides you with the convenience of holding your publicly traded assets as well as facilitating trades for stock, bond, and mutual fund trading, through an ETC Brokerage trading account. ETC Brokerage accounts are held as a position within an Equity Trust Company self-directed account and offers convenient and seamless movement of funds between trust and brokerage accounts so you can easily invest in traditional and alternative assets.