In observance of Memorial Day, our offices will be closed on Monday, May 29, 2023. We will resume regular business hours on Tuesday, May 30.
Clients can visit myEQUITY at any time to see status updates, submit new requests, and receive up-to-date information regarding accounts.
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
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
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
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 |
1 Equity WayWestlake, OH 44145
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© 2023 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody as of 1/31/2023. 1ici.org, total assets in IRAs as of 12/2022
Terms of UsePrivacy PolicySite Map
© 2023 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody as of 1/31/2023. 1ici.org, total assets in IRAs as of 12/2022
You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.
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