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IRA Landing Page Assessment

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What are your current goals?

Changing your investment strategy to include alternative investments dramatically expands your horizons. Depending on what you’d like to accomplish, a Self-Directed account has the flexibility and growth potential to get you there faster.
Select all that apply:

Goals*

How comfortable are you with self-directed investing?

Equity Trust offers a variety of self-directed accounts depending on your goals, including small business plans, plus education and health savings accounts. These powerful accounts combine the tax advantages of retirement accounts with nearly unlimited investment options to create a portfolio that truly works for you.
Please select one:

Comfort Level*

Which asset class are you most interested in?

You can invest in a wide range of alternative assets, such as real estate, promissory notes, cryptocurrency, and private equity, in addition to stocks, bonds, and mutual funds. If you’re looking to diversify your portfolio, you’re in the right place.
Select your primary investment interest:

Asset Classes*

How much are you looking to invest?

With nearly limitless investment opportunities, you can invest as little or as much as you desire. Alternative assets provide a variety of investment dollar options. We can provide information to help you decide which may be best based on your goals.

Don't Know Investment Amount

Based on your assessment You’re Ready to Invest

You’ve got definite ideas about where you’d like to take your portfolio, but perhaps a few questions about the best path forward. Let’s set up a conversation with one of our expert alternative investing counselors who specializes in the specific areas of greatest interest to you. In the meantime, we’ll send you our exclusive resource, the 15-Minute Guide to Self-Directed IRA Investing, plus additional information about your areas of interest.

Name*
Contact Preference
More Information

By entering your information and clicking Start a Conversation, you consent to receive reoccurring automated marketing text messages and emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive text messages and emails from Equity Trust and seek information, contact us at 855-233-4382. Reply STOP to opt out from text messages. Message and data rates may apply. View Terms & Privacy.

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Nearly Limitless Options
in One IRA

Invest in both traditional and alternative assets with a single custodian – ready to go beyond a self-directed IRA?

Explore Universal IRA

Talk to an IRA Counselor to
Discover Your Options

First Name*
Last Name*
This field is for validation purposes and should be left unchanged.

By entering your information and clicking Start a Conversation, you consent to receive reoccurring automated marketing text messages and emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive text messages and emails from Equity Trust and seek information, contact us at 855-233-4382. Reply STOP to opt out from text messages. Message and data rates may apply. View Terms & Privacy.

Talk to an IRA Counselor to
Discover Your Options

First Name*
Last Name*
This field is for validation purposes and should be left unchanged.

By entering your information and clicking Start a Conversation, you consent to receive reoccurring automated marketing text messages and emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive text messages and emails from Equity Trust and seek information, contact us at 855-233-4382. Reply STOP to opt out from text messages. Message and data rates may apply. View Terms & Privacy.

Talk to an IRA Counselor to
Discover Your Options

Name*
This field is for validation purposes and should be left unchanged.

By entering your information and clicking Get Started, you consent to receive reoccurring automated marketing text messages and emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive text messages and emails from Equity Trust and seek information, contact us at 855-233-4382. Reply STOP to opt out from text messages. Message and data rates may apply. View Terms & Privacy.