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Allow yourself to focus on building relationships and generating new business. Equity Institutional can handle the day-to-day administrative details that affect your customers through our Directed Trustee Services.
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.
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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