ALERT: USPS is experiencing delays due to the impacts of COVID-19 (USPS.com), impacting delivery of our client statements and payments. 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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Tax-Advantaged Accounts

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 difficult-to-value 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.

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

Quote Icon Review Stars

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

Quote Icon Review Stars

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