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.
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.
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.”
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 $29 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.
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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