Why Investors Choose Equity Trust

Discover why clients from all 50 states have entrusted us to be the custodian of more than 334,000+ accounts holding over $45 billion in retirement assets.**

Best Overall Self-Directed IRA Company 2020-2024

7 Best IRAs for 2022

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50 Years in Financial Services

400+ Associates

334,000+ Accounts

2 Million+ Transactions/Year

$45 Billion Under Custody

Grow Wealth Your Way

Whether you’re saving for retirement, healthcare expenses, or a loved one’s education, we make the journey easy with innovative technology and first-class service.

Nearly Limitless Investments, One Account

Traditional financial institutions limit your IRA to traditional investments. With Equity Trust, you can truly diversify into a range of options including real estate, private entities, cryptocurrency, precious metals, and more, in addition to stocks, bonds, and mutual funds – all in one account.

Your Direction, Our Support

While you’re in control, rest assured knowing you’re not alone: our knowledgeable, client-focused associates are here to provide personalized service, from opening your account to assisting you with investment transactions. We also provide an abundance of learning opportunities with guides, webinars, a blog, and more. You can lean on our 50 years of experience in the financial services industry.

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The Power to Help You Succeed

Our size, expertise, and technology help us ensure that we’re there when you need us most. With over 400 associates focused on processing more than 2 million transactions each year, we work diligently to enhance your experience.

Access to Opportunities that Match Your Goals

Don’t have an investment in mind? Most custodians establish your account and leave you on your own to figure it out. Our Investment District online marketplace enables you to find potential investment opportunities with the click of a button.

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Exclusive Benefits Come Standard

We don’t stop at providing a superior investing experience: Each client receives access to exclusive opportunities not found with any other self-directed account custodian. You’ll receive valuable, in-demand discounts and membership access – just for opening an account.

Valued Member Access

Free annual membership to one of the nation’s largest real estate investors associations, which includes several benefits and discounts for real estate investors
Free access to a leading marketplace for construction services and contractors to ensure a fair price

Special Discounts

Titling services specifically tailored to real estate investors who use a self-directed IRA
Special rental property insurance discounts
Access to a nationwide database of foreclosures, pre-foreclosures, real estate owned properties, and more – before the properties hit the mass market
Membership to real estate investor software system to help you generate leads, automate marketing campaigns, analyze deals, manage renovations, and more

More Benefits

Access to time-saving, and hassle-free assistance to help you navigate the real estate investment process
Extensive free education for real estate investors

Simplify Investing with Leading-Edge Technology

Easily invest and manage your account on any device with our state-of-the-art online account management system myEQUITY.

Open an account in minutes with a wizard that walks you through the process
Fund your account easily using the Transfer Wizard or set up one-time or recurring ACH payments from a bank account
Complete an investment purchase or sale quickly and easily with real estate, private debt, private equity, or mutual fund investing wizards, as well as online purchase capabilities for all other asset types
Track the status of your investment in real time for full line-of-sight
Pay bills related to your investments and upload invoices if necessary
Manage your account preferences for a personalized experience and bypass the need to call
View statements easily when you need to
Take distributions at any time

What Our Clients Say

“I was very nervous to make my first real estate deal but the Equity Trust people were so helpful in answering my questions and guiding me through the process. The transaction went smoothly and quickly.”

Amanda G.

“Wow is all I can say! Their level of professionalism was outstanding! They were able to answer all of my questions and allowed me to have my peace of mind knowing that I was making all the right choices… I can really say I can go to sleep at night knowing I made the best decision for not only myself, but my family as well!”

Charles P.

“The customer service and educational training staff is very knowledgeable, and they respond very quickly to handle any transaction. Very responsive to the questions and communicate well. I recommend Equity Trust Company to my friends and family members without any hesitation.”

Srinivas K.

“I never knew that investing my retirement into real estate could be this easy. Equity Trust Company made the process so seamless and pleasant that I can’t stop talking about it to friends and family. I wish all the companies out there could take a few minutes to study how this company does business and use them as a model! Equity Trust Company has employees that are excited about their work and well trained in getting things done quickly.”

Wayne L.

Let Us Help You On Your Journey

Start a conversation with a knowledgeable IRA Counselor to learn more about the self-directed investing process and decide whether it’s a fit for you.

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More Investments and Accounts

Investment Options

Discover the potential investment possibilities for your retirement account, including real estate, gold, cryptocurrency, notes, and more.

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Self-Directed Accounts

Learn about the tax-advantaged accounts available and find one that matches your savings goals –from retirement to education to health care savings.

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Let’s talk about your financial future.

Schedule a one-on-one session with an expert alternative investment counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.

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