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. 30^th (extended from Mar. 16^th) – 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 16^th to April 30^th. (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.

myEQUITY Login Search

855.233.4382 myEQUITY Login

Alternative Investing Made Easy

We make it easy for investment professionals to diversify client portfolios with alternative assets.

EXPLORE INVESTMENT POSSIBILITIES

Specialized Custody Solutions

As one of the oldest and largest custodians specializing in IRA investing with difficult-to-value alternative assets, we have the experience to meet your diverse needs.

RIAS | BROKER DEALERS

We service a full range of tax-advantaged accounts giving you the flexibility to diversify your clients’ portfolios with alternative assets.

– VIEW INDUSTRY-LEADING BENEFITS

INVESTMENT SPONSORS

For investment sponsors seeking to raise capital, the $9 trillion IRA market represents a wealth of new investment potential. We make it simple for investors to use their IRA or other retirement accounts to invest in your fund or asset.

– VIEW BENEFITS FOR INVESTMENT SPONSORS

PRECIOUS METALS DEALERS

Our flat storage fees, exceptional levels of service, fast processing times and a choice of depositories make us the preferred choice for IRA investing in precious metals.

– LEARN MORE ABOUT SERVICES

RIAS | BROKER DEALERS

We service a full range of tax-advantaged accounts giving you the flexibility to diversify your clients’ portfolios with alternative assets.

– VIEW INDUSTRY-LEADING BENEFITS

INVESTMENT SPONSORS

For investment sponsors seeking to raise capital, the $9 trillion IRA market represents a wealth of new investment potential. We make it simple for investors to use their IRA or other retirement accounts to invest in your fund or asset.

– VIEW BENEFITS FOR INVESTMENT SPONSORS

PRECIOUS METALS DEALERS

Our flat storage fees, exceptional levels of service, fast processing times and a choice of depositories make us the preferred choice for IRA investing in precious metals.

– LEARN MORE ABOUT SERVICES

Why Equity Institutional

Leading Edge Account Management Technology

Our industry-leading account management system and suite of APIs make it easier for you to manage clients’ portfolios or attract more investors to your platform.

View Our Solutions

Full Spectrum of Asset Options

Financial professionals turn to Equity Trust Company to custody a full breadth of alternative assets, in addition to traditional assets, all in one account.

Private Equity

Private Debt

Precious Metals

Cryptocurrency

EXPLORE INVESTMENT POSSIBILITIES

Information & Resources

Account Types

Forms to Manage Client Accounts

Whitepapers

Talk to a Business Development Executive

Learn how our custodial and technology solutions can help simplify your alternatives investing.

SCHEDULE A CONVERSATION

Wealth-building insights directly to your inbox.

Follow Us

© 2021 Equity Trust. All Rights Reserved.

Equity Trust Company
1 Equity Way
Westlake, OH 44145

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 12/31/20.

Equity Advisor Solutions

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.