- Self-Directed Accounts
- Investment Types
- Why Equity Trust
- Institutional Solutions
As one of the largest providers of non-depository IRAs, Equity Institutional’s Directed Trustee Services (DTS) division 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.
DTS is your one-stop solution for:
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.
Equity Institutional, as Directed Trustee, carries out the administrative duties of the trust such as:
Request more information about Equity Institutional’s Directed Trustee Services.
We respect your privacy and will not use the information you provide for any other purpose.
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