Our Directed Trustee Services provide you with customized services designed specifically to meet the needs of your firm.
As one of the largest providers of non-depository IRAs, Equity Institutional specializes in the legal, regulatory and administrative responsibilities associated with retirement plans. We manage the behind-the-scenes administrative duties, allowing you to focus on client-centered activities.
Services we provide include:
Equity Institutional, as Directed Trustee, carries out the administrative duties of the trust such as:
Tax reporting and withholding remittance
IRS-approved documents and compliance services
Approval of distributions to beneficiaries
Service and Support
At Equity Trust Company we know that service after the sale is critical to your success.
Our Directed Trustee Services clients are provided with the services to help you run a seamless and efficient back office, offering services that include real-time online monitoring of your accounts, access to the latest rules, regulations and IRS forms, and marketing collateral that can be customized with your company’s brand.
Hundreds of financial professionals from across the United States rely on us every day to provide seamless administrative support to help keep clients satisfied. We handle the day-to-day administrative details and stay on top of the latest rules and regulations that affect your customers, so that you can spend more time where it counts–building relationships and generating new business.
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 8/31/2021.
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