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Self-Directed IRA Concepts
If you plan to begin alternative investing with a self-directed IRA or other account, you can have your account open and funded, even if you don’t have an investment lined up yet. That way, when an opportunity does materialize, you’ll be ready to act on it.
But what if you want your savings to work for you while you’re waiting to find that real estate or other alternative investment? Or, what if you want to invest in mutual funds while you’re investing in alternatives without the complexity of accounts at two different custodians?
It is possible to invest in mutual funds with your self-directed IRA or other account at Equity Trust.
With the account management system myEQUITY, investors can choose which mutual funds they want to invest in from their internet-enabled device.
Here are the three easy steps to investing in mutual funds within your self-directed IRA or other account at Equity Trust:
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.
Can I buy stocks, bonds and mutual funds with a self-directed IRA?
Should I wait to open an account if I don’t have an investment ready right now?
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.Continue