Contact Us

New to Self Directed IRAs?
Phone: 1-888-ETC-IRAS (382-4727)
Email: help@trustetc.com
Fax: (440) 366-3750
Customer Service Hours: 9:00 AM - 6:00 PM (EST)
Monday - Friday.

Existing Equity Trust Clients
Connect with your First Class Service Team at 1-888-382-4727 to speak with the team that's familiar with your account.

Access Investment Forms

Action Fax Number Regular Mail
Submit Cash Contributions, Transfers
and Rollover Checks
(440) 366-3751 P.O. Box 451340
Westlake, OH 44145
Notify Equity Trust Company of
Incoming Wires
(440) 366-3751 P.O. Box 451340
Westlake, OH 44145
Cash Only Distribution (440) 366-3751 P.O. Box 451340
Westlake, OH 44145
Make a New Investment - Submit
Direction of Investment (DOI)
(440) 366-3752 P.O. Box 451340
Westlake, OH 44145
Signing of Investment Documents (440) 366-3752  
Submit Documentation Regarding the
Pricing of an Account Investment
(440) 366-3752  
Submit Corrections and/or Documents
for a Pending Investment
(440) 366-3754 P.O. Box 451340
Westlake, OH 44145
Take a Distribution from an Account (440) 366-3755 P.O. Box 451340
Westlake, OH 44145
Close or Transfer an Account (440) 366-3755  
Expedited Service Request (440) 366-3756 Send overnight to:
Equity Trust Company
1 Equity Way
Westlake, OH 44145
General & Miscellaneous Information (440) 366-3750 P.O. Box 451340
Westlake, OH 44145
Mail Delivery Only    
Submit Documents to Open a New
Account or Transfer an Existing Account
  P.O. Box 451340
Westlake, OH 44145
Submit Original Documentation for
an Account Asset
  P.O. Box 451340
Westlake, OH 44145
Have Checks/Payments Submitted
for Account Investments
  P.O. Box 451340
Westlake, OH 44145
Overnight/Physical Deliveries   Equity Trust Company
1 Equity Way
Westlake, OH 44145