Managing Your Account

How to Pay Self-Directed IRA Investment Expenses Quickly and Easily

September 14, 2018

Simply provide the payment details and select your payment method – such as a check, wire or ACH delivery – and funds will be sent from your Equity Trust Company account to the payee in 24 to 48 hours.

Watch the video below to learn more about myEQUITY Online Bill Pay:

 

Regardless of the investments in your portfolio, myEQUITY makes it easy to pay bills and investment expenses without the hassle and cost of establishing and managing an LLC.

Plus, enjoy a clean line-of-sight of your investment and transaction activity with:

  • Easy-to-use dashboards that sort and filter by asset, date and transaction type
  • Real-time status alerts and notifications
  • Unique bill pay activity status pages

View the features now by logging into your account through myEQUITY.

Not an Equity Trust client? Schedule a consultation to learn more about how Equity Trust’s myEQUITY is simplifying and streamlining the self-directed IRA investment process.

 

Yes. Once your account has been opened and you have your own Client Access PIN (personal identification number) you can check the status of your transfer online or feel free to contact Equity Trust. Our intuitive and interactive account management site, myEQUITY, provides a responsive experience for computers, tablets and mobile devices offering around-the-clock account access at home or on-the-go.

Rental payments are sent to Equity Trust for the benefit of (FBO) your IRA. The checks or money order should be made payable to: “Equity Trust Company Custodian FBO [Your Name] IRA.” Once received, the checks or money orders are deposited into your IRA. All checks must be sent to Equity Trust with a payment coupon.


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