Getting started with an exchange is as simple as call with Equity Advantage.


We at Equity Advantage take an in-depth approach to the process; we like a proactive rather than reactive position. The more we understand our client’s objectives, the better equipped we are to help them achieve them. For this reason, we encourage our prospective clients to both ask questions and answer ours.

Start Your Exchange Form

Before we speak regarding your exchange, it will be helpful to have information regarding the parties to the transaction at hand (for example, names, addresses, phone numbers, file numbers, and so on) on hand. That is why we have developed the “Start Your Exchange Form”. When completing the below form, please provide us with as much information as possible. Please note – you can submit your order form without all the fields completed. We will contact you once your form submission is received to discuss your upcoming exchange transaction.

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Step 1 of 4 - Client Information

  • If different from client name