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Contact Us – Individuals

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.

New Accounts

Phone: 855.233.4382
Hours: Monday – Friday; 9:00 AM – 6:00 PM (EST)

Fax: (440) 366-3750
Email: [email protected]
Mailing Address: P.O. Box 450369, Westlake, OH 44145

Or submit an online request for more information and an Account Executive will contact you to answer any questions.

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.

We respect your privacy and will not use the information you provide for any other purpose.

Existing Equity Trust Clients

Phone: 888.382.4727
Customer Service Hours: Monday – Friday; 9:00 AM – 6:00 PM (EST)
(During Covid-19, Call Center now opens at 8:00 AM EST to better serve our clients)

Fax: (440) 366-3750
Email: [email protected]

Fax Numbers and Addresses

Deposits and Distributions

Deposit checks for Contributions, Transfers, Rollovers, Investments Proceeds. Notify of an Incoming Wires. Request a Distribution from an Account.

Fax Number: (440) 366-3751
Regular Mail: P.O. Box 45290, Westlake, OH 44145

Investments

Submit a New Investment Direction of Investment (DOI). Requesting signing of Investment Document. Submit Documentation regarding the Pricing of an Investment.

Fax Number: (440) 366-3752
Regular Mail: P.O. Box 451340, Westlake, OH 44145

Submit Documents

Send Corrections and/or Documents for a Pending Investment. Submit Documents to Transfer an Existing Account. Deliver Original Documentation for an Asset.

Fax Number: (440) 366-3754
Regular Mail: P.O. Box 451340, Westlake, OH 44145

Close Account

Close or Transfer Out an Account.

Fax Number: (440) 366-3755
Regular Mail: P.O. Box 451340, Westlake, OH 44145

Expedited and Overnight

Expedited Service Requests or Overnight Delivery.

Fax Number: (440) 366-3756
Regular Mail: Equity Trust Company, 1 Equity Way, Westlake, OH 44145

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855.233.4382

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Equity Trust Company
1 Equity Way
Westlake, OH 44145

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 8/31/2021.

Equity Advisor Solutions

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.

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