With Equity Trust Company, you receive access to industry-leading cryptocurrency providers and an investing experience customized to your comfort level. You’ll receive the unbeatable combination of Equity Trust’s industry-leading cryptocurrency platform and account custody, plus the service and expertise only these providers can offer.
Once you’ve decided self-directed cryptocurrency investing is for you, how does the process work?
At Equity Trust, it’s possible to get started in three simple steps.
Steps to Investing in Cryptocurrency in an Equity Trust Self-Directed IRA:
2. Choose the approved cryptocurrency provider you’d like to work with
From our Cryptocurrency page, click on a provider logo to be taken to their site.
3. Begin purchasing Cryptocurrency in your IRA
From the provider site, set up your account and begin buying and selling cryptocurrency.
We provide state-of-the-art platform capabilities and custody your account.
Ready to get started? Click here to browse cryptocurrency providers or call us 888-382-4727 to get more information about cryptocurrency in an IRA.
1
Am I eligible to make a contribution? How much can I contribute?
The IRS publishes maximum IRA contribution limits and catch up provisions each year. Summaries for each type of contribution can be found on Contribution Limits.
2
Is there a limit to the number of rollovers I can do a year?
You can complete one rollover per 12-month period. The 12-month period begins on the date you receive the funds/assets, not the date the funds/assets were sent to you from your IRA custodian.
If a second distribution is made during the 12-month period it will not be eligible for rollover. This means the distribution is a taxable event and is subject to the 10-percent penalty tax, if applicable. In addition, those funds cannot be validly deposited into your account as a rollover contribution. They will be treated as a regular contribution for the current year, which may result in an excess contribution.
As Equity Trust Company (“Equity Trust”) is a directed custodian, like any investment, it is your responsibility to conduct your own due diligence before investing and before choosing a provider that is right for you. Equity Trust may, from time to time, establish independent contractor relationships with third-party providers, as provided above, whereby you, as the IRA owner, can have access to third-party providers for services that may be beneficial to you. Equity Trust is not an affiliate of any such provider. Equity Trust makes no recommendation or representations as to any provider and service or the needs generally of any IRA owner or any IRA. Any service available from any provider that offers investment education or advice solely reflects the views of such provider and in no way represents any recommendation or advice from Equity Trust. Opinions or ideas expressed by third parties, their affiliates, and employees are not necessarily those of Equity Trust nor do they reflect their views or endorsement. IRA owners are in no way obligated to purchase services and IRA owners are free to choose a provider with services as they deem appropriate. IRA owners should consult with their financial and legal advisors before choosing to work with any provider.
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