Due to Covid-19 related USPS mail delays of our client statements, late fees for non-payment of Annual Maintenance Fees will not be assessed until Apr. 30th (extended from Mar. 16th) – Learn More

Delivery of our client statements and payments have been impacted due to COVID-19 related USPS mail delays.

In response, Equity Trust has pushed out the date for assessments of late fees for non-payment of Annual Maintenance Fees from March 16th to April 30th. (Due date for the 2020 AMF invoice was Wednesday, March 3, 2021.)

  • Equity Trust is encouraging clients to use electronic methods for depositing and delivery of payments: Rental/Note Payments can be submitted using our Online Payment Center.
  • Request purchase funds, bill payments, and distributions using Wire or ACH payment methods through myEQUITY Wizards.
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Over 200,000 Properties Bought, Sold, and Funded

#1 Custodian for Real Estate Investors

#1 in Experience and Knowledge

#1 in Speed to Close Transactions

  • Over 45 years of financial service experience
  • Over 170,000 accounts serviced by nearly 400 dedicated employees
  • Over $29 billion in assets under custody and administration
  • Over 1.2 million transactions annually… That’s 3,500 a day!
DISCOVER THE POWER OF A SELF-DIRECTED IRA

Enjoy True Investment Freedom

As your directed custodian, Equity Trust enables you to use IRAs and other tax-advantaged accounts to invest in a wide range of assets. With an Equity Trust account you have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, you can invest in traditional assets such as stocks and mutual funds – all through a single custodian.
If you don’t have an investment identified, no problem: We make it easy to locate opportunities across several asset types with our Investment District online marketplace.

Announcing an Easier Way to Find Investments

It’s now easier than ever to find the most in-demand investment opportunities for your self-directed account. Introducing Investment District, where you can browse and choose from high-end platforms and providers in the cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate asset classes.

Locate an Investment Opportunity

Getting Started is Easy

It’s as simple as 1-2-3. Open and fund your new account, then start investing in the almost-endless possibilities.

1

Open a Retirement or Savings Account

2

Fund your Tax-Advantaged Account

3

Make your Self-Directed Investments

Meet Equity Trust: A Leader in Self-Directed IRAs

Empowering clients with investment freedom and innovative technology, we deliver a simplified investment experience backed by 45 years* as an industry-leading custodian of tax-advantaged accounts. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account you hold.

INVESTMENT FREEDOM

Create a customized portfolio of alternative assets as well as traditional investments with a single custodian. You can maximize your account and gain new insights with access to unparalleled educational resources.

INNOVATIVE TECHNOLOGY

Simplify investing through myEQUITY, our industry-leading online account management system. myEQUITY makes it easy for investors to direct and manage their accounts with intuitive online wizards and a clear line of sight to account data.

RECOGNIZED LEADER

Our track record of excellence is unmatched in the industry. With 45 years of financial service experience*, over 150,000 investors rely on us to custody over $29 billion in assets.**

SERVICE EXCELLENCE

Recognized as an exceptional service provider, we have nearly 400 employees dedicated to you. We serviced 1,000 calls per business day in 2018, completing 1.2 million transactions – Over 3,500 a day!

INVESTMENT FREEDOM

Create a customized portfolio of alternative assets as well as traditional investments with a single custodian. You can maximize your account and gain new insights with access to unparalleled educational resources.

INNOVATIVE TECHNOLOGY

Simplify investing through myEQUITY, our industry-leading online account management system. myEQUITY makes it easy for investors to direct and manage their accounts with intuitive online wizards and a clear line of sight to account data.

RECOGNIZED LEADER

Our track record of excellence is unmatched in the industry. With 45 years of financial service experience*, over 150,000 investors rely on us to custody over $29 billion in assets.**

SERVICE EXCELLENCE

Recognized as an exceptional service provider, we have nearly 400 employees dedicated to you. We serviced 1,000 calls per business day in 2018, completing 1.2 million transactions – Over 3,500 a day!

Quote Icon Review Stars

Simple and easy.

I decided to sell a property in my account. So very easy. I sent the info to them and the buyer’s attorney. three weeks later I had my money in my account and two weeks later I had the original deed and other paperwork for my files. Simple and easy.

Barbara N. | 5-star BBB Review 11/14/20

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Opened my Roth IRA.

I opened my Roth IRA account with ETC in 2012 and love their service and website processing. They are true professionals.

Stephen H. | 5-star Google Review 10/24/20

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First real estate purchase.

Recently opened an account and made my first real estate purchase. Both transactions were flawlessly executed. Highly recommend.

Charles G. | 5-star Google Review 11/20/20

Talk to an Experienced Account Executive

Get answers to your questions and learn more about building wealth with tax-advantaged accounts.

Schedule a Consultation