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Equity Institutional

A trusted leader in self-directed IRAs and other retirement accounts. Equity Trust is one of the oldest and largest custodians specializing in difficult-to-value alternative assets.

Equity Institutional makes alternative investing easy and cost effective.

Specialized Custody Solutions

Select A Customized Approach for Your Professional Focus

RIAs | BROKER DEALERS

INVESTMENT SPONSORS

PRECIOUS METALS DEALERS

FORMS TO MANAGE CLIENT ACCOUNTS

Why Equity Trust?

Experienced and Trusted

45 years of financial service experience*
$34 Billion under custody**
Nearly 400 employees
SOC 1 Compliant (rigorous standard set by AICPA)

Operational Excellence

1,000 calls per business day in 2018
1.2 million transactions completed in 2018; or 3,526 a day
19,866 Notes & Private Debt transactions in 2018

Recognized Service Leader

A+ Better Business Bureau rating
95% of Trustpilot reviews are 4 and 5 stars
5-time NorthCoast 99 winner (top workplaces in Northeast Ohio)

Exceptional Service & Performance

“I am able to access my client accounts myself through the online myEQUITY system and now I have more support with a designated Relationship Manager to help with all my investors;’ IRA accounts.”
— Paul T.

“I’ve researched other custodians and Equity Trust has the best and easiest platform to work with, in my opinion.”
— John D.

“I appreciate the fact that I don’t have to be an expert in a Self-Directed Precious Metals IRA. I recently opened my own Self-Directed IRA at Equity as a result of the trust I have in them. “
— Eileen L.

Case Studies

Equity Institutional strives to make IRA investing easy.

Offering IRA investing opportunities as part of capital raise strategies.

VIEW CASE STUDIES

Talk to a Business Development Executive

Learn how our custodial and technology solutions can help simplify your alternatives investing.

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Equity Institutional