Public Trading in Your Self Directed IRA
Diversify Your IRA Portfolio with Stocks, Bonds or Mutual Funds
As an Equity Trust Company client, you can combine the investment freedom of an Equity Trust self directed IRA (Real Estate, Mortgage/Deed of Trust, Private Placement, Tax Liens and more) with the benefits of a full-service online brokerage account. We make it easy for you to truly self direct your IRA by consolidating your traditional and non-traditional investments at one company.
Investment Diversity Made Easy
Who wants the hassle of transferring IRA assets between different accounts at different IRA custodians? Life is much simpler and more convenient for Equity Trust clients. If you want to diversify your IRA portfolio with stocks, bonds or mutual funds, combined with your investments in real estate or other alternative investments, we offer it all under one roof.
Get the asset diversification you want for your investments without opening a separate brokerage trading account with another firm!
Online Brokerage Services: One more way Equity Trust Company is working to provide you with flexibility, convenience and complete control of your financial future.
Online Trading for Your Self Directed IRA, Starting at $29.95
Prior to placing an order to trade securities or mutual funds, an IRA brokerage account must be established with our brokerage affiliate, Mid-Ohio Securities (member FINRA/SIPC). It's easy to do:
Click for more information on establishing a brokerage trading account, or call 440-323-5491 and press "1" to speak with our Trading Desk. They will happily assist you in setting up your online brokerage account.
Transaction and Handling Fees for Online Trades
- Market orders less than 9,099 shares: $29.95
- All other market orders: $29.95 + $0.02 per share
- Limit Orders: $29.95 + $0.02 per share
As a low-cost brokerage service, Mid-Ohio Securities does not provide investment advice or research, and will never solicit orders. As our client, you are in complete control.
Brokerage Service Available in These States:
All online trading and mutual fund transactions may be placed online via myStreetscape for residents of the following 40 states:
AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IN, KS, KY, LA, MA, MI, MN, MS, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WV, and WY
All transactions for residents of the states of CT, HI, IL, MD, ME, MO, ND, NJ, RI, and WI must have a Mutual Fund Direction of Investment form completed, signed, and faxed back to Mid-Ohio Securities at 440-366-3753.
For any outside brokerage requests, please contact your Equity Trust First Class Team.
Member FINRA