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ALERT: USPS is experiencing delays due to the impacts of COVID-19 (USPS.com), impacting delivery of our client statements and payments. Equity Trust is encouraging clients to use electronic methods for depositing and delivery of payments: Rental/Note Payments can be submitted using our Online Payment Center | Request purchase funds, bill payments, and distributions using Wire or ACH payment methods through myEQUITY Wizards
These plans are designed for you if you are:
A self-directed small business account at Equity Trust offers you the control and flexibility to choose both traditional and alternative investments.
As your directed custodian, Equity Trust enables you to use IRAs and other tax-advantaged accounts to invest in a wide range of assets. With an Equity Trust account you have the opportunity to invest in difficult-to-value alternative assets such as real estate, precious metals, private equity, and more. Additionally, you can invest in traditional assets such as stocks and mutual funds β all through a single custodian.
A Look at Retirement Accounts Designed to Help Small Business Owners Achieve Their Wealth Building Goals.
Empowering clients with investment freedom and innovative technology, we deliver a simplified investment experience backed by 45 years* as an industry-leading custodian of tax-advantaged accounts. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account you hold.
INVESTMENT FREEDOM
INNOVATIVE TECHNOLOGY
RECOGNIZED LEADER
SERVICE EXCELLENCE
Get answers to your questions and learn more about building wealth with tax-advantaged accounts.
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