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Equity Trust Client Referral Program

Refer New Clients and Receive Up to $500 in Gift Cards Per Year

Has your experience with an Equity Trust self-directed IRA changed your life? Don’t keep it to yourself: Spread the word and earn gift cards!

Current clients can get rewarded for referring new clients.

For every account you refer through the program that opens and funds, you will receive a $50 VISA gift card (up to $500 per calendar year).*

How to Get Started

Follow these steps to share your unique referral link and get credit for new clients.

Log into myEQUITY

Navigate to
Resources > Tools

Select the Refer Now button from the Online Tools page

Select how you want to share the unique application link with referrals

*Referral program offer is non-transferable. Current clients only. To receive the referral bonus: 1) you must share the unique application link; 2) a recipient must use the unique application link to open a new account; and 3) the new account must be funded with contributed or deposited money. Referred account(s) must be opened using the referral application link to qualify. Prior referrals or accounts that are opened without the use of the unique referral application link do not qualify for the referral bonus. Additional accounts opened by you do not qualify for the referral bonus. For each qualifying referral that opens and funds an account according to the referral program requirements, a VISA gift card will be issued to you by U.S. Postal Service first class mail to the mailing address on record within 12 weeks of the requirements being met. The VISA gift card value will be $50 for each qualifying referral, up to $500 per calendar year. The referral program may be changed or discontinued at any time.

Let’s talk about your financial future.

Schedule a one-on-one session with an expert alternative investment counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.

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1 Equity Way|Westlake, OH 44145

(855) 233-4382

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 6/30/2023. ¹ici.org, total assets in IRAs as of 12/2022

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