Equity Advisor Solutions
To access custodial forms, agreements, instructions and other supplemental information from Equity Advisor Solutions (EAS) visit the EAS Equity App. For help determining which forms to use, please call our Client Services Department at 1-800-828-4881.
To ensure you are accessing the most current custodial forms provided by EAS, we have provided a link to the forms available on their website. ICON’s paperwork requirements can differ from those of the custodian. Depending on the account type and optional services desired, additional documents may be necessary.
To access ICON’s proprietary forms please contact our Client Services Department at 1-800-828-4881.
Some of the forms accessed through this webpage are documents from EAS. ICON makes no representation as to the accuracy or completeness of the information contained in or requested by these forms.
Want Printed Materials?
Call 1-800-828-4881, Monday through Friday 9 a.m. to 6 p.m. Eastern Standard Time.
Requested printed materials will arrive in two to four business days.
Can’t Find a Form?
For assistance please call our Client Services Department at 1-800-828-4881.
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