Investor Insights Blog|How to Invest in Private Debt or Promissory Notes with an Equity Trust Account
Promissory Note Investing
A self-directed account with Equity Trust Company allows clients the freedom to invest in alternative asset options – such as private money lending (private debt) or promissory notes – with a tax-advantaged IRA or other account.
Loaning money from your retirement account? Our account management system myEQUITY provides a simple, straightforward solution to quickly initiate an investment.
Using the Private Debt Wizard, you are able to submit your investment request online.
If you have not yet opened an Equity Trust account, contact us at 855-673-4721, or open an account online.
Once your account is open and funded, these three easy steps will allow you to complete your private debt investment with any internet-connected device:
Visit www.myEQUITY.com and navigate to Investment > Private Debt to begin the step-by-step Private Debt Wizard.
Sign the completed Direction of Investment form to submit your request (an eSignature option is available).
Additional documents may be needed – read our Frequently Asked Questions for more details.
A Private Debt Liaison will be assigned and will review the details of your investment direction. Your liaison will contact you if there are any additional details required to fund your investment.
Video: Private Lending and Promissory Note Investing with a Self-Directed IRA
After your investment request is processed, Equity Trust will disburse the funds to the payee/borrower based on the instructions you provided.
If you do not wish to submit your request online, you also have the option of printing a Private Debt Direction of Investment Form (found on myEQUITY) and submitting it to 440-366-3752 (fax) or [email protected]
Want to discover private lending in action? Read about Guy and his hands-off note investment.
Contact us to talk to an IRA Counselor about private money lending with an IRA or to open your self-directed account.
How do I roll over funds to my self-directed IRA?
What investments can I make using a self-directed IRA?
1 Equity WayWestlake, OH 44145
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© 2023 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody as of 8/31/2021.
Terms of UsePrivacy PolicySite Map
© 2023 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody as of 8/31/2021.
You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.
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