Why Equity Trust | Equity Trust

Discover why clients from all 50 states have entrusted us to be the custodian of more than 213,000 accounts holding over $34 billion in retirement assets.*

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Grow Wealth Your Way

Whether you’re saving for retirement, healthcare expenses, or a loved one’s education, we make the journey easy with innovative technology and first-class service.

Create a customized portfolio of alternative assets as well as traditional investments with a single custodian.

Our track record of excellence is unmatched in the industry. Over 181,000 investors rely on us to custody over $34 billion in assets. (as of 8/31/2021)

Simplify investing and account management online, through our industry-leading system, myEQUITY.

Recognized as an exceptional service provider, we have nearly 400 employees dedicated to you.

Equity Trust is a state regulated trust company. You’re in good hands.

Announcing an Easier Way to Find Investments

It’s now easier than ever to find the most in-demand investment opportunities for you self-directed account. Introducing Investment District, where you can browse and choose from high-end platforms and providers in the cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate asset classes.

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 investment buy/sell transactions
Access to alternative investment opportunities and providers in one place
Easy-to-use online investment wizards
Over 45 years of experience

Simplify Investment with Leading-Edge Technology

Easily invest and manage your account on any device with our state-of-the-art online account management system myEQUITY. Open and fund your account, complete investments, track statuses, pay bills, view statements, and more.

What Clients are Saying About Equity Trust

Mary , New Jersey

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!

Mortgage Notes

Term 1 year
Investments Held 3
2-Year Growth 3.9%

Paul, North Carolina

I am relatively new to Equity Trust. They did a great job handling the transfer of multiple existing LLC investment account which are now managed in one place. Additionally, new investment accounts which are now managed in one place. Additionally, new investments have been handled professionally and competently.

Variety

Term 1 Year
Investments Held 3
2-Year Growth 57.43%

Srinivas , Texas

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.

Private Equity

Term 6 Years
Investments Held 4
2-Year Growth 9.14%

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.