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Contact Us – Professionals

Contact Information for Investment Professionals


Sales/Business Development:

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

IRA Services:

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

Precious Metals Services:

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

Qualified Plan Services:

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

Directed Trustee Services (DTS):

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