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January 28, 2021 08:00 AM Eastern Standard Time
CLEVELAND–(BUSINESS WIRE)–Equity Trust Company (Equity Trust), a leading, technology-enabled financial services company offering alternative asset custody in retirement accounts, announced the launch of myEQUITY Connect, an application programming interface (API) that allows investment platforms, metals dealers, and advisors to integrate with Equity Trust Company to create seamless investor interactions.
The launch of myEQUITY Connect underscores Equity Trust’s commitment to the development of best-in-class technology solutions. myEQUITY Connect provides endpoints that deliver connection throughout the entire lifecycle from opening and funding an IRA, to submitting an investment request, as well as real-time access to the data to track and monitor activities and cash availability.
“myEQUITY Connect allows for a streamlined and simplified investor experience,” said Jessica Hunley, Senior Product Manager, Digital Experience. “Allowing for platforms to keep the investor on their site and leverage technology to link systems together and automate the processing of the requests.”
Equity Trust anticipates the needs of today’s investment platforms, metals dealers, and advisors, helping build important relationships that drive growth in an ever-changing landscape. The API suite will streamline and simplify the investing process for investors by allowing them to stay in one place to direct their IRA funds. Platforms, metals dealers, and advisors have the advantage of developing an experience that allows them to tap into the $11.3 trillion* IRA market. myEQUITY Connect promotes flexibility for partners to select full, end-to-end, or targeted integrations that support reduction in attrition and delays in the handover to IRA custodians with this toolkit.
A new developer portal enables developers to easily access all the APIs available. Through this portal, Equity Trust will provide developers with technical documentation and reference guides to support the API integrations. To get started or for more information about myEQUITY Connect, please visit: https://myequityconnect.com.
*As of September 2020. Investment Company Institute, ici.org
ABOUT EQUITY TRUST COMPANY
Equity Trust Company is a financial services company that enables individual investors and financial professionals to diversify investment portfolios using alternative asset classes such as real estate, tax liens, private equity, cryptocurrency, and precious metals. The Equity Trust family of companies offers custodial services for alternative investments and back-office solutions for Registered Investment Advisors, brokerage services, directed trustee services and more. Equity Trust Company is the trusted custodian and administrator of $28.7 billion in assets on behalf of more than 170,000 clients as of March 1, 2020.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.
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