Notice to Clients Regarding the Closing of Silvergate Bank, Silicon Valley Bank, and Signature Bank.
Your retirement account is open to nearly unlimited investment possibilities. Some of the most well-known options are real estate, notes, precious metals, and traditional investments such as stocks and mutual funds. But there are many other options for your retirement account you might not have thought of, or didn’t know were permitted.
Here are just a few examples of alternative investments you might not realize can be held in a retirement account or other self-directed account:
Changing your investment strategy to include alternative investments can dramatically expand your horizons, both from a return-on-investment and diversification perspective.
Equity Trust enables you to easily invest in alternatives using your self-directed IRA or other account, tax-deferred or tax-free.
Here’s what you need to know to reap the benefits of this powerful investment type in your self-directed account:
One of our specialized counselors will walk you through the process, or you can do it online with myEQUITY.
You can fund your account via rollover, transfer, or out-of-pocket contribution.
myEQUITY investment wizards walk you through the investment process online at your convenience. We have liaisons ready to help if you need it.
Equity Trust Client
“I’m so glad we moved our money to a self-directed IRA. We have more control over where and what our money is invested in.”
Equity Trust Client
“[Equity Trust] has been fantastic to deal with. While no two investments are the same, I have not had any issues in finalizing the paperwork in a timely fashion. The online bill pay is easy to use and expenses related to my investments are always paid quickly.”
Equity Trust Client
“I finally opened my own self- directed IRA after years of waiting. Equity Trust has processed my transactions smoothly and efficiently. My account is doing what I wanted it to do for my retirement. I wish I had done this years sooner!”
Easily invest in alternative assets online with myEQUITY, our state-of-the-art online account management system. Our technology enables you to:
What are you investing for? Whether your “why” is retirement, healthcare expenses, or a loved one’s education, we make the journey easy with innovative technology and first-class service.
Traditional financial institutions limit your account to traditional investments. With Equity Trust, you can truly diversify into a range of options including real estate, private entities, cryptocurrency, precious metals, and more, in addition to stocks, bonds, and mutual funds – all in one account.
Our size, expertise, and technology help us ensure that we’re there when you need us most. With nearly 400 associates focused on processing more than 1.2 million transactions each year, we work diligently to enhance your experience with us.
Our knowledgeable, client-focused associates are here to provide dedicated, personalized service, from opening your account to assisting you with investment transactions. You can lean on our more than 45 years of experience in the financial services industry. Talk to a knowledgeable IRA Counselor
Don’t have an investment in mind? Most custodians establish your account and leave you on your own to figure it out. Our Investment District online marketplace enables you to find potential investment opportunities with the click of a button.
We don’t stop at providing a superior investing experience: Each client receives access to exclusive
opportunities not found with any other self-directed account custodian. You’ll receive valuable, in-
demand discounts and membership access – just for opening an account.
Our knowledgeable IRA Counselors can answer your questions about the self-directed investing process and share insight and education about our self-directed accounts to help you decide what options may be best for you.
We respect your privacy and will not use the information you provide for any other purpose.
1 Equity WayWestlake, OH 44145
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© 2023 Equity Trust®. All rights reserved.
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 1/31/2023.
Terms of UsePrivacy PolicySite Map
© 2023 Equity Trust®. All rights reserved.
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 1/31/2023.
You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.
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