Read a message from Equity Trust CEO George Sullivan regarding services amid coronavirus concerns.
[close]Sales / New Account Inquiries:
Toll-Free: 855.355.ALTS (2587)
Fax: (440) 243-9702
Email: EIServices@EquityInstitutional.com
| 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: IRAServices@EquityInstitutional.com
| 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: Metals@EquityInstitutional.com
| 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: QPServices@EquityInstitutional.com
| 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: DTS@EquityInstitutional.com
| 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 |
