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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 and precious metals. Equity Trust Company (or its affiliates) offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for RIAs, brokerage services, directed trustee services and more. Equity Trust Company evolved from a predecessor brokerage firm which started in 1974, to a financial services company today serving more than 300,000 accounts, representing over $30 billion in assets under custody and administration. 

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) 366-3751 P.O. Box 451340
Westlake, OH 44145
Close or Transfer an Account (440) 366-3751  
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