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.
- 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
*Please Note: Some web browsers do not show the previous and next buttons on the tutorial pages. In the absense of this, you can use your left and right arrow keys on your computer keyboard to navigate through the tutorials.
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In addition to the guides above, your First Class Service Team is available to assist with questions and walk you through specific situations.