How to Make an Investment with Your Account

Below is a basic guide to the investing process at Equity Trust, followed by interactive tutorials on how to invest in specific assets.

Basic Overview

Open an account at Equity Trust and fund the account through a contribution, transfer or a rollover
Identify the investment – ensure you follow self directed IRA rules
Complete necessary paper work from Equity Trust

Learn "How To" with Interactive Tutorials

Real Estate

Business Entities

Foreclosures

Foreign Currency

Promissory Notes

Tax Lien Certificates

In addition to the guides above, your First Class Service Team is available to assist with questions and walk you through specific situations.

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