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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The Equity Trust Advantage

Investment Freedom: Expand and diversify your investing with confidence

  • Invest in a range of assets, including real estate, private equity, cryptocurrency, and precious metals, in addition to traditional investments such as stocks and mutual funds
  • Investment District online marketplace allows you to browse potential investment opportunities
  • Client-exclusive benefits provide added value
LOCATE AN INVESTMENT OPPORTUNITY

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 $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.

Resources

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