Become a smarter investor in 15 minutes
Gain the knowledge to unlock the potential of your retirement account – all before you finish a cup of coffee.
The guide reveals:
- Nearly endless investments that can be made in a tax-advantaged environment
- Breakdown of the rules and regulations when investing with a self-directed account
- Step-by-step process of investing with a self-directed IRA, Roth IRA, Solo 401(k), and others
- Much more
Investment Freedom Starts Here
You have the power to take control of your financial future by investing in areas that you're excited and passionate about, knowing you have the support of the industry's leading self-directed IRA company in your corner.
Don't take our word for it, take theirs.
"I finally opened my own Self-Directed IRA after years of waiting. They have 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!"
"I am relatively new to Equity Trust. They did a great job handling the transfer of multiple existing LLC investment accounts which are now managed in one place. Additionally, new investments have been handled professionally and competently."
"The customer service and educational training staff is very knowledgeable and they respond very quickly to handle any transaction. Very responsive to the questions and communicate well. I recommend Equity Trust Company without any hesitation."
"Equity Trust has been my self-directed IRA custodian for about six years. I've invested in rental homes exclusively so far. I'm thoroughly satisfied and would recommend this firm and their very professional team."
"Equity Trust Company seems to be constantly improving their operations. I couldn't be happier with the service and value. My CPA recommended ETC years ago, and it was the best advice he ever gave me. Thanks ETC!"
"Equity Trust Company has been amazing with all my Investment Needs! The turnaround time is great along with the FANTASTIC TEAM at ETC! They have turned our account into a RETIREMENT MACHINE!"
- Real Estate Fix & Flips 40%+
- Promissory Notes 12%
- Private Equity 10.5%
- Gold 10.2%
- Russell 2000 Index 7.29%
- S&P 500 5.37%
- DJIA 5.35%
At the intersection of opportunity and impact.
Changing your investment strategy to include alternative investments can dramatically expand your horizons, both from a return-on-investment and diversification perspective.
Is your investment strategy keeping up with the rapidly changing world?
Given the recent financial turbulence, your current investment strategy may not be as safeguarded as you’d like. A Self-Directed IRA empowers you to put your money to work in areas you know, understand, and are passionate about.
Second to none
Our unparalleled industry and alternative asset expertise come with an unmatched record of service.
|Equity Trust||Most Custodians|
|All-inclusive fee schedule|
|Free alternative asset buy/sell transactions|
|Free asset maintenance transactions (bill pays via ACH/check)|
|Access to alternative investment opportunities and providers in one place|
|Online account management tools|
|Easy-to-use online investment wizards|
|50 years of experience|
|Over 400 employees|
Redefining retirement saving for 50 years
Recognized as the industry leader and pioneer of Self-Directed IRAs, Equity Trust has unparalleled alternative asset expertise and an unmatched record of excellence. Named among the Top 7 IRA Accounts for 2021 by US News & World Report, we offer customized one-on-one sessions to discuss your interests and goals to help guide your success as you navigate your opportunities.
You can 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.
Easily invest and manage your account on any device with our online account management system myEQUITY. Intuitive online wizards walk you through funding, purchases and sales, paying bills, distributions, and more.
You Direct, We Support
You Direct, We Support
You're in control, but you're not alone. Our knowledgeable associates provide personalized service, and we offer an abundance of learning opportunities.
Our size, expertise, and technology help us ensure that we're there when you need us most. Our 400+ associates work diligently to enhance your experience.
Access to Opportunities
Access to Opportunities
Don't have an investment in mind? Our Investment District online marketplace enables you to find potential investment opportunities with the click of a button.
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.
Your financial future starts today
Open Your Equity Trust Account
One of our specialized counselors will walk you through the process, or you can do it online with myEQUITY. (10 minutes)
Fund Your New Tax-Advantaged Account
You can fund your account via rollover, transfer, or out-of-pocket contribution.
Select Your Investment
myEQUITY investment wizards walk you through the investment process online at your convenience. We have liaisons ready to help if you need it.
Let's talk about your financial future.
Schedule a one-on-one session with an expert alternative investment counselor. We're here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.
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.