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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Precious Metals

IRA Investing in Precious Metals

With Precious Metals IRA investing through Equity Institutional, you have the flexibility to invest in a wide variety of precious metals – including gold and silver American Eagle coins and other gold, silver, palladium, platinum coins, and bullion.


Permissible Precious Metals

There are a number of precious metals that the IRS allows to be held within an IRA:

GOLD

  • American Eagle coins(1)
  • Australian Kangaroo/Nugget coins
  • Austrian Philharmonic coins
  • British Britannia coins (.9999+)
  • Canadian Maple Leaf coins
  • Chinese Panda Coins
  • U.S. Buffalo Gold Uncirculated coins (no Proofs)
  • Bars and rounds as referenced below(2)

SILVER

  • American Eagle coins(1)
  • Chinese Silver Panda coins
  • Australian Kookaburra and Koala coins
  • Austrian Philharmonic coins
  • Canadian Maple Leaf coins
  • Mexican Libertad coins
  • Royal Canadian Mint Eagle coins
  • Bars and rounds as referenced below(2)

PLATINUM

  • American Eagle coins(1)
  • Bars and rounds as referenced below(2)
  • Australian Koala coins
  • Canadian Maple Leaf coins
  • Isle of Man Noble coins

PALLADIUM

  • Bars and rounds as referenced below(2)
  • Canadian Maple Leaf coins

(1) Coins, including the American Eagle, that have undergone “certification” (also known as “slabbed” coins) are not acceptable in IRAs at this time.

(2) Bars and rounds produced by manufacturers accredited by Nymex/Comex, LME, LBMA, LPPM, TOCOM, NYSE/Liffe/CBOT, and ISO-9000 or a national mint. The minimum fineness for bars are: Gold .995+ Silver .999+ Platinum .9995+ Palladium .9995+

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