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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Cryptocurrency

Cryptocurrency is one of the many assets investors can hold in a tax-advantaged Equity Trust Company Traditional or Roth IRA.

Equity Trust Company’s state-of-the-art platform, combined with customized service from leading providers, offers a simplified experience. With Equity Trust Company as your clients’ cryptocurrency IRA custodian, they benefit from one of the industry’s most advanced platforms, which offers:

  • Simple investing process, including online account establishment, buying, and selling
  • Fast settlement – Trades settle the next business day (T+1)
  • State-of-the-art security measures to protect clients’ investments

In addition to the features listed above, your clients receive access to industry-leading cryptocurrency providers and an investing experience customized to their comfort level. They may choose from the companies listed on our provider page to begin the account-open process or start investing through the provider’s website.  Your clients receive the unbeatable combination of Equity Trust’s industry-leading cryptocurrency platform and account custody, plus the service and expertise only these providers can offer.

How It Works

Please note that investors will leave Equity Trust Company’s site, open an account, and complete all cryptocurrency purchasing and trading on a provider’s website. Service experience and pricing structure may differ between companies.

How to Get Started

Visit our provider page to help your client choose how they will start investing in cryptocurrency within their Equity Trust IRA.
CHOOSE A PROVIDER

 


Interested in Integrating with our Platform?

Attract more IRA investor business with our state-of-the-art cryptocurrency platform and custody services. Our industry-leading API and white-label solutions make it easy for you and your clients.

  • Investors can open an IRA and begin buying and selling cryptocurrency without ever leaving your platform
  • API solutions streamline every step of the investment process
  • Integration is backed by Equity Trust Company’s industry-leading technical and client support

Learn more now – Call Business Development Manager Kurt DeVries at 216-538-6690 or email [email protected]


As Equity Trust Company (“Equity Trust”) is a directed custodian, like any investment, it is your responsibility to conduct your own due diligence before investing and before choosing a provider that is right for you. Equity Trust may, from time to time, establish independent contractor relationships with third-party providers, as provided above, whereby you, as the IRA owner, can have access to third-party providers for services that may be beneficial to you. Equity Trust is not an affiliate of any such provider. Equity Trust makes no recommendation or representations as to any provider and service or the needs generally of any IRA owner or any IRA. Any service available from any provider that offers investment education or advice solely reflects the views of such provider and in no way represents any recommendation or advice from Equity Trust. Opinions or ideas expressed by third parties, their affiliates, and employees are not necessarily those of Equity Trust nor do they reflect their views or endorsement. IRA owners are in no way obligated to purchase services and IRA owners are free to choose a provider with services as they deem appropriate. IRA owners should consult with their financial and legal advisors before choosing to work with any provider.