Equity Trust Advantage

Equity Trust Advantage

From the beginning, our mission has always been clear.

Our Mission

To assist investors in fulfilling their retirement goals, such as making tax-free profits, through education, innovation, and a commitment to understanding their individual needs.

Expand and diversify your investing with confidence

Empowering you with innovative technology and personalized service, building tax-advantaged wealth your way has never been easier.

Innovative Technology

myEQUITY makes it easy for investors to direct and manage their accounts with intuitive online wizards and a clear line of sight to account data, with around-the-clock access from any device.

The Advantages are Clear:

Investment Freedom
Create a customized portfolio of alternative assets as well as traditional investments with a single custodian. You can maximize your account and gain new insights with access to unparalleled educational resources.

Innovative Technology
Simplify investing through myEQUITY, our industry-leading online account management system. myEQUITY makes it easy for investors to direct and manage their accounts with intuitive online wizards and a clear line of sight to account data.

Recognized Leader
Our track record of excellence is unmatched in the industry. With 45 years of financial service experience, over 150,000 investors rely on us to custody over $25 billion in assets.

Service Excellence
Recognized as an exceptional service provider, we have nearly 400 employees dedicated to you. We serviced 1,000 calls per business day in 2018, completing 1.2 million transactions – Over 3,500 a day!

Industry-Leading Education
You can maximize your account and gain new insights with access to unparalleled, on-demand education from webinars, case studies, how-to guides, and live workshops.

Resources