Considering Investing in Mutual Funds with Your Equity Trust Self-Directed Account? Here’s How it’s Possible

With the account management system myEQUITY, investors can choose which mutual funds they want to invest in from their internet-enabled device.

How to invest in mutual funds in a self-directed IRA at Equity Trust

Here are the three easy steps to investing in mutual funds within your self-directed IRA or other account at Equity Trust:

1. Log in at www.myEQUITY.com and navigate to Investment > Mutual Funds to begin the step-by-step Mutual Fund Wizard. Complete the wizard to submit your request to purchase mutual funds in your self-directed account
2. Equity Trust will review your transaction
3. Transactions will settle on the next day (the trade date plus one – “T+1”)

Video:  Investing in Mutual Funds with a Self-Directed IRA

The first mutual fund purchase in your self-directed account at Equity Trust account does require some additional set-up and will take 48 hours for Equity Trust to review and process. Additional purchases in a fund will typically be completed in one business day.

The Mutual Fund Wizard provides you with the option to easily buy and sell mutual funds, all directly within your Equity Trust IRA. As always, please be sure to discuss your specific needs and circumstances with a financial advisor to determine which funds may be best suited for your needs and review each fund’s prospectus and statement of additional information in detail.*

The online wizard is a simple, straightforward way to invest in mutual funds with your Equity Trust self-directed IRA.

Questions regarding the process to set up an Equity Trust account and invest in mutual fund assets? Schedule a free consultation.

Already have an Equity Trust account? Contact our Client Services Team at 1-888-382-4727, option 2, between 9 a.m. – 6 p.m. ET, Monday through Friday.

*Fees may apply to trades. Refer to your fund’s Prospectus for more information.