Due to Covid-19 related USPS mail delays of our client statements, late fees for non-payment of Annual Maintenance Fees will not be assessed until Apr. 30th (extended from Mar. 16th) – Learn More

Delivery of our client statements and payments have been impacted due to COVID-19 related USPS mail delays.

In response, Equity Trust has pushed out the date for assessments of late fees for non-payment of Annual Maintenance Fees from March 16th to April 30th. (Due date for the 2020 AMF invoice was Wednesday, March 3, 2021.)

  • Equity Trust is encouraging clients to use electronic methods for depositing and delivery of payments: Rental/Note Payments can be submitted using our Online Payment Center.
  • Request purchase funds, bill payments, and distributions using Wire or ACH payment methods through myEQUITY Wizards.
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855.233.4382 myEQUITY Login

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.

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

If you’re considering Equity Trust Company, review what others have said about us…

 

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855.233.4382

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© 2021 Equity Trust. All Rights Reserved.

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 12/31/20.

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