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.
Generic selectors
Exact matches only
Search in title
Search in content
Filter by Categories
Cryptocurrency Investing
ETC News
Investor Insights Blog
Managing Your Account
Promissory Note Investing
Real Estate
Real Life Examples
Roth IRA
Self-Directed IRA Concepts
Small Business Plans
Tax Insights
Tax-Advantaged Accounts

In The News

Latest Articles

Equity Trust CEO Among Top NEO Execs Leading American Heart Association’s Heart Challenge

George Sullivan is Chair of the 2021 Greater Cleveland and Lorain Heart Walks.

Equity Trust Company Named Best Self-Directed IRA Company of 2020

From Investopedia: “In the competitive SDIRA arena, experience counts, and Equity Trust has a lot of it. It has put its hindsight to work in creating a well-rounded offering supported by superior customer service, making it our choice as the best overall SDIRA provider.”

We’re excited to announce that we’re a 2020 NorthCoast 99 Award Winner!

We’re proud to be recognized by ERC for the 7th time as one of 99 great Northeast Ohio workplaces for top talent.

Equity Trust Company is a 2019 NorthCoast 99 Award Winner

ERC announced Equity Trust Company as one of 99 great Northeast Ohio workplaces for top talent. This is the 6th time Equity Trust has received the NorthCoast 99 Award.

Equity Trust Company Launches myEQUITY Account Management System to Simplify Alternative Investing with IRAs

Equity Trust Company, a leading financial services company offering retirement accounts and alternative asset custody for individuals and financial professionals, today announced the launch of myEQUITY – a dynamic online account management system designed to streamline the alternative investing process for IRAs.

Under new CEO, Equity Trust Co. sets its sights on growth

So continuing to focus on customer service and a user-friendly platform is at the heart of Sullivan’s growth strategy for the company. Equity Trust certainly isn’t the only player in the self-directed IRA space, but it will argue its platforms have the most functionality, including several automated options.

Awards

 

2020

  • Best Overall Self-Directed IRA Company of 2020 – Investpodedia.com
  • 2020 NorthCoast 99 Award Winner. Recognized by ERC for the 7th time as one of 99 great Northeast Ohio workplaces for top talent. northcoast99.org

2019

  • ERC’s NorthCoast 99 – Top 99 workplaces in Northeast Ohio
  • Cigna Well-Being Award for Honorable Culture of Well-Being
  • Healthy Business Council of Ohio Healthy Workplace Practices Gold Award 

2018

  • Smart Business Customer Service Excellence Award
  • Smart Business Family Business Achievement Awards
  • Healthy Business Council of Ohio Healthy Workplace Practices Gold Award 

2017

  • ERC’s NorthCoast 99 – Top 99 workplaces in Northeast Ohio
  • Healthy Business Council of Ohio Healthy Workplace Practices Silver Award

2016

  • ERC’s NorthCoast 99 – Top 99 workplaces in Northeast Ohio
View All Awards

In the News

Latest Articles

Equity Trust CEO Among Top NEO Execs Leading American Heart Association’s Heart Challenge

George Sullivan is Chair of the 2021 Greater Cleveland and Lorain Heart Walks.

Equity Trust Company Named Best Self-Directed IRA Company of 2020

From Investopedia: “In the competitive SDIRA arena, experience counts, and Equity Trust has a lot of it. It has put its hindsight to work in creating a well-rounded offering supported by superior customer service, making it our choice as the best overall SDIRA provider.”

We’re excited to announce that we’re a 2020 NorthCoast 99 Award Winner!

We’re proud to be recognized by ERC for the 7th time as one of 99 great Northeast Ohio workplaces for top talent.

Equity Trust Company is a 2019 NorthCoast 99 Award Winner

ERC announced Equity Trust Company as one of 99 great Northeast Ohio workplaces for top talent. This is the 6th time Equity Trust has received the NorthCoast 99 Award.

Equity Trust Company Launches myEQUITY Account Management System to Simplify Alternative Investing with IRAs

Equity Trust Company, a leading financial services company offering retirement accounts and alternative asset custody for individuals and financial professionals, today announced the launch of myEQUITY – a dynamic online account management system designed to streamline the alternative investing process for IRAs.

Under new CEO, Equity Trust Co. sets its sights on growth

So continuing to focus on customer service and a user-friendly platform is at the heart of Sullivan’s growth strategy for the company. Equity Trust certainly isn’t the only player in the self-directed IRA space, but it will argue its platforms have the most functionality, including several automated options.

Awards

Awards

 

2020

  • Best Overall Self-Directed IRA Company of 2020 – Investpodedia.com
  • 2020 NorthCoast 99 Award Winner. Recognized by ERC for the 7th time as one of 99 great Northeast Ohio workplaces for top talent. northcoast99.org

2019

  • ERC’s NorthCoast 99 – Top 99 workplaces in Northeast Ohio
  • Cigna Well-Being Award for Honorable Culture of Well-Being
  • Healthy Business Council of Ohio Healthy Workplace Practices Gold Award 

2018

  • Smart Business Customer Service Excellence Award
  • Smart Business Family Business Achievement Awards
  • Healthy Business Council of Ohio Healthy Workplace Practices Gold Award 

2017

  • ERC’s NorthCoast 99 – Top 99 workplaces in Northeast Ohio
  • Healthy Business Council of Ohio Healthy Workplace Practices Silver Award

2016

  • ERC’s NorthCoast 99 – Top 99 workplaces in Northeast Ohio
View All Awards