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: 855.265.4472
Hours: Monday – Friday 9:00 AM – 6:00 PM (EST)
Fax: (440) 366-3750
Email: NewAccountsETC@TrustETC.com
Mailing Address: P.O. Box 450369, Westlake, OH 44145
Phone: 888.382.4727
Customer Service Hours: Monday – Friday 9:00 AM – 6:00 PM (EST)
Fax: (440) 366-3750
Email: Help@TrustETC.com
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.
