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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Alternative Investing Made Easy

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

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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.

 

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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.

 

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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

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.

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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.

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