Contact Us

Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity, precious metals and more.
 
Equity Trust Company (or its affiliates) offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for Registered Investment Advisors, brokerage services, directed trustee services and more.
 
The Company evolved from a predecessor brokerage firm which started in 1974 to one the nation’s largest self-directed IRA custodians.

 

New Account Inquiries

Phone: 855-265-4472
Fax: 440-366-3750
Email: NewAccountsETC@TrustETC.com

Hours: Monday - Friday 9:00 AM - 6:00 PM (EST)
 

Existing Equity Trust Clients

Phone: 888-382-4727
Fax: 440-366-3750
Email: Help@TrustETC.com

Customer Service Hours: Monday - Friday 9:00 AM - 6:00 PM (EST)

Access Investment Forms

Action Fax Number Regular Mail
Submit Cash Contributions, Transfers and Rollover Checks (440) 366-3751 P.O. Box 45290
Westlake, OH 44145
Notify Equity Trust Company of Incoming Wires (440) 366-3751 P.O. Box 45290
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 P.O. Box 451340
Westlake, OH 44145
Submit Documentation Regarding the Pricing of an Account Investment (440) 366-3752 P.O. Box 451340
Westlake, OH 44145
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) 366-3751 P.O. Box 451340
Westlake, OH 44145
Close or Transfer an Account (440) 366-3755 P.O. Box 451340
Westlake, OH 44145
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   P.O. Box 450369
Westlake, OH 44145
Submit Documents to 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 45290
Westlake, OH 44145
Overnight/Physical Deliveries   Equity Trust Company
1 Equity Way
Westlake, OH 44145