Equity Trust Client Referral Program


Do you know someone who could benefit from a Self-Directed IRA?


At Equity Trust we value our clients’ loyalty. Over the years our clients have provided us with the ultimate compliment – referrals! We have come to find that some of our best new clients were referred by our existing clients.

We recognize the power of a referral and are excited to announce our new Equity Trust Client Referral Program where you can earn gift cards for referring others to Equity Trust.

For every account that you refer through the program that opens and funds, you will receive a $50 VISA gift card (up to $500 per calendar year).

Your referral will also benefit as they will save $50 on the setup fee associated with their new account.
To begin receiving credit for referring others to Equity Trust, follow the steps below!

1. Log in to www.myEQUITY.com

2. Navigate to Profile > Preferences

3. Select the Refer Now button from the Preferences page
4. Select the button(s) related to sharing via email, Facebook, Twitter and LinkedIn

Log in to myEQUITY now to begin making referrals!