It's Easy to Rollover

Equity Trust Rollover IRA Checklist - Easy 3 Step Process to get your retirement funds working smarter for you!
Equity Trust Rollover FAQ - Answers to Frequently asked questions regarding self directed IRA rollovers from 401k plans and previously established IRAs.

Rollover to an IRA

Equity Trust Rollover IRA

It’s easy to rollover your existing 401(k), 403(b) or other qualified plan to Equity Trust. Provide a recent statement from your existing plan or provide the rollover check, and fill out the application of the account you want to rollover to: either the Traditional IRA or Roth IRA.