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- About Us
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity, precious metals and more.
Equity Trust Company (or its affiliates) offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for Registered Investment Advisors, brokerage services, directed trustee services and more.
The Company evolved from a predecessor brokerage firm which started in 1974 to one of the nation’s largest self-directed IRA custodians.
Phone: 855.233.4382
Hours: Monday – Friday; 8:00 AM – 5:00 PM (EST)
Fax: (440) 366-3750
Email: [email protected]
Mailing Address: P.O. Box 450369, Westlake, OH 44145
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.
We respect your privacy and will not use the information you provide for any other purpose.
Phone: 888.382.4727
Customer Service Hours: Monday – Friday; 8:00 AM – 5:00 PM (EST)
Fax: (440) 366-3750
Email: [email protected]
Deposit checks for Contributions, Transfers, Rollovers, Investments Proceeds. Notify of an Incoming Wires. Request a Distribution from an Account.
Submit a New Investment Direction of Investment (DOI). Requesting signing of Investment Document. Submit Documentation regarding the Pricing of an Investment.
Send Corrections and/or Documents for a Pending Investment. Submit Documents to Transfer an Existing Account. Deliver Original Documentation for an Asset.
Close or Transfer Out an Account.
Expedited Service Requests or Overnight Delivery.