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 – 6:00 PM (EST)
Fax: (440) 366-3750
Email: [email protected]
Mailing Address: P.O. Box 450369, Westlake, OH 44145
Phone: 888.382.4727
Customer Service Hours: Monday – Friday; 8:00 AM – 6:00 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.
1 Equity WayWestlake, OH 44145
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© 2023 Equity Trust®. All rights reserved.
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.
Terms of UsePrivacy PolicySite Map
© 2023 Equity Trust®. All rights reserved.
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.
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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