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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Other Investment Possibilities

Beyond many of the popular alternative investments available for self-directed IRAs (real estate, private lending, notes, and private placements), there are even more possibilities available for self-directed investors.

As long as IRS guidelines are followed, you are in direct control of your financial future and can determine what investment makes the most sense for you.


Discover 100+ Investment Options for Your IRA

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Investment Possibilities

  • Oil & Gas Investments
  • Livestock
  • Agriculture & Farmland
  • Alpaca Farms
  • Mineral Rights
  • Show Horses
  • Billboard Signage
  • Theatrical & Movie Productions
  • Food Trucks
  • Equipment Leasing
  • Judgments/Structured Settlements
  • Accounts Receivable
  • Beach Chair Rentals
  • Royalty interests
  • Foreign Currency (FOREX)
  • Auto Finance Notes
  • Commodities
  • Managed Futures
  • And more!

There are a few assets that are not permitted to be held within an Equity Trust self-directed account, in addition to those restricted by the IRS.

For example, ETC will not custody:

  • ATM Machines
  • Vending machines
  • Life insurance contracts
  • Production or distribution of federally prohibited controlled substances
  • Personal and commercial vehicles, excluding farm equipment

As outlined within your Custodial Agreement, Equity Trust will review purchase requests on a case-by-case basis and may determine that your requested investment cannot be held within the account.


There are important rules to remember when investing in your account that are the same across all asset types.

These include:

  • You are unable to purchase an investment from a disqualified individual
  • Assets owned by your account cannot be commingled with other assets
    • For example: If you purchase a food truck it may not be placed on property that you or other disqualified individuals own
  • Prohibited investments include collectibles (such as artwork, stamps, rugs, antiques and gems), certain coins, and life insurance
  • Assets owned by your account cannot be sold to a disqualified person
  • Disqualified individuals are not able to live in, rent, or work on assets owned by your account.
  • Any income earned from any investment must return to your account
  • All expenses related to maintenance, upkeep, or improvements to the asset must be paid from your account
  • For the complete list of rules please visit IRS.gov

Discover 100+ Investment Options for Your IRA

Access your FREE checklist for investment options to discover what’s possible in your IRA.

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