ALERT: USPS is experiencing unprecedented volume increases and limited employee availability due to the impact of COVID-19.  This is impacting the delivery of client statements and payments, Equity Trust is encouraging clients to use electronic methods for depositing and delivery of payments: Rental and 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 | Review USPS.com for updates.

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Equity Trust Advantage

Our Mission is to Inspire, Educate, and Support Investors to Achieve More

From the beginning, our mission has always been clear… and the Equity Trust Advantage has never been clearer

The Advantages are Clear

  • Investment Freedom
  • Innovative Technology
  • Recognized Leader
  • Service Excellence
  • Industry-Leading Education

Investment Freedom: 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. 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.

MyEquity.com

Equity Trust Best Overall Self-Directed IRA Company of 2020

From Investopedia:

In the competitive SDIRA arena, experience counts, and Equity Trust has a lot of it. It has put its hindsight to work in creating a well-rounded offering supported by superior customer service, making it our choice as the best overall SDIRA provider. 

 

Investopedia.com

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 $28.7 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

11 SDIRA Investor Case Studies: Real Stories of How Investors Are Building Wealth with Self-Directed IRAs