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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Diversify Beyond the Traditional

Alternative Investing Made Easy

Equity Institutional strives to make it easy and cost-effective for investment professionals to diversify their client portfolios with alternatives.

  • We custody a full scope of account types and extensive range of alternative investment options
  • Our myEQUITY account management technology makes online account open and management efficient and seamless
  • Our fee schedule is simple, with a single annual fee covering unlimited investor transactions

Common Alternatives We Custody

  • Private Equity | Entities
  • PrivateLPs, LLCs, & C-Corporations
  • Crowdfunding Platforms
  • Gold, Silver, Platinum & Palladium Bullion
    (which meet minimum fineness requirements)
  • Digital Currency | Cryptocurrency
  • Foreign Currency Trading Accounts or Forex
  • Promissory Notes | Private Debt Lending
  • Auto finance notes
  • Commodities
  • Oil & Gas Investments
  • Managed Futures
  • Undeveloped or Raw Land
  • Residential & Commercial Real Estate
  • Real Estate Notes (Mortgages & Deeds of Trusts)
  • REITs
  • Tax Lien Certificates
  • Direct Participation Programs
  • Hedge Funds
  • Accounts Receivable
  • Judgments | Structured Settlements
  • Publicly Traded Stocks, Mutual Funds, ETFs, Options & Fixed Income Securities: Bonds, Treasuries, CDs