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Last Chance to Potentially Reduce Your 2020 Taxes.
You have until May 17, 2021 to maximize your retirement account contribution for 2020 and possibly save on your 2020 tax return. Talk to an IRA Counselor today to learn more: Start a Conversation or call 855-265-4472.
Sales / New Account Inquiries:
Toll-Free: 855.355.ALTS (2587)
Fax: (440) 243-9702
Email: [email protected]
| Physical Address: Equity Trust Company Attn: Institutional Accounts 1 Equity Way Westlake, OH 44145 |
| Mailing Address: Equity Trust Company Attn: Institutional Accounts P.O. Box 451159 Westlake, OH 44145 |
Toll-Free: 800.955.3434 option 2
Fax: (440) 365-1441
Email: [email protected]
| Physical Address: Equity Trust Company Attn: Institutional Accounts 1 Equity Way Westlake, OH 44145 |
| Mailing Address: Equity Trust Company Attn: Institutional Accounts P.O. Box 451159 Westlake, OH 44145 |
Toll-Free: 800.955.3434 x5381
Fax: (440) 815-2484
Email: [email protected]
| Physical Address: Equity Trust Company Attn: Institutional Accounts 1 Equity Way Westlake, OH 44145 |
Toll-Free: 800.955.3434 option 3
Fax: (440) 365-1441
Email: [email protected]
| Physical Address: Equity Trust Company Attn: QP Services 1 Equity Way Westlake, OH 44145 |
| Mailing Address: Equity Trust Company Attn: QP Services P.O. Box 450710 Westlake, OH 44145 |
Customer Service:
For information about your self-directed retirement plan, or your client’s self-directed retirement plan, we have dedicated Customer Service staff available Monday through Friday 8:00 AM to 6:00 PM EST.
Toll-Free: 800.209.9010
Fax: (302) 999-9554
Sales Inquiries:
To find out more about partnering with Directed Trustee Services, contact our Sales Team. Our staff is available Monday through Friday from 8:00 AM to 5:30 PM (Eastern Time).
Toll-Free: 800.209.9010
Email: [email protected]
| Physical Address: Equity Trust DTS 1 Equity Way Westlake, OH 44145 |
| Mailing Address (First Class): Equity Trust DTS P.O. Box 45274 Westlake, OH 44145 |
| Mailing Address (Courier Service): Equity Trust DTS 1 Equity Way Westlake, OH 44145 |
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