Welcome to Institutional eVANTAGE

Your Account Management Gateway

Tools that Make Managing Your Accounts Simple and Fast:

  • Generate Forms
  • Check Portfolio Positions
  • View Recent Activity
  • See Pending Transactions
  • Pay Bills
  • Generate Payment Coupons
  • Monitor Outstanding Fees

Visit Institutional eVANTAGE User Manual to get detailed Step-By-Step walk-through of various Institutional eVANTAGE functionality.

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Institutional eVANTAGE is not available between 4:00am and 5:00am EST.

Enroll Now in Institutional eVANTAGE

Already have an Equity Institutional account? Enroll in eVANTAGE for access to manage your account(s) online, view the status of your investments, generate Direction of Investment forms, and more.

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See What's New to Your Online Account Access

Click here to see how we have improved your Online Account Access based on our customer feedback.

Feedback - How are we doing?

Client Feedback is very important to us as it helps us plan future enhancements to your online account access. Please take a moment to share your thoughts on how we can make this tool even more powerful for you in the future.