Self Directed IRA Investments at Equity Trust - FAQs
- How long does it take to make an investment?
- What are the most common things that can delay an investment?
- Why should I choose Equity Trust as my self directed IRA custodian?
- Why do investments have to be titled this way?
- Does Equity Trust have an expedited service feature available?
- Can Equity Trust wire funds for an investment?
- Can Equity Trust recommend any investments for my retirement account?
- What paperwork must be filled out to make an investment?
- Where can I get the necessary forms?
- Can I check the status of my investment online?
How long does it take to make an investment?
From the time the request is received from the client, the time to process most investments is approximately three (3) business days.
What are the most common things that can delay an investment?
By far the most common investment delay is if clients do not title their investment correctly. Clients must ensure that investments which are to be purchased on behalf of their IRA have the correct title/ownership. The correct title should read as follows: Equity Trust Company Custodian FBO (Your Name) IRA.
Why should I choose Equity Trust as my self directed IRA custodian?
Not all self directed IRA custodians are the same. See Why Equity Trust is the Preferred Choice.
Why do investments have to be titled this way?
All retirement investments must be made this way. It is important to remember that you and your IRA are not one and the same. Your IRA is making an investment, not you personally; and, as such, you must title the investment this particular way.
Does Equity Trust have expedited service feature available?
If necessary, clients can choose to have their investments enacted with expedited service for $50.00. Note: For same day service, clients must have all forms for the investment to our offices no later than 10:00 AM EST.
Can Equity Trust wire funds for an investment?
Equity Trust can remit payment for an investment via bank wires. See Wiring Instructions.
Can Equity Trust recommend any investments for my retirement account?
No. As a passive custodian, Equity Trust cannot recommend any investment, investment product, or investment strategy. Because of our passive nature, Equity Trust does not provide investment, legal, tax or accounting advice. We believe our clients are the best stewards of their investment assets.
What paperwork must be filled out to make an investment?
The paperwork needed to enact an investment varies with each investment. For specific information, click on one of the following links:
- Real Estate
- Tax Liens
- Real Estate Notes
- Private Placements
- Limited Partnerships
- Limited Liability Companies
Where can I get the necessary forms?
Clients can download forms via our website 24 hours a day, 7 days a week. See Forms and Applications. Clients can also receive forms via fax or email.
Can I check the status of my investment online?
Once you have established an online personal identification number, you can check the status of your investments (or your account in general) 24 hours a day, 7 days a week.