Generic selectors
Exact matches only
Search in title
Search in content
Filter by Categories
Cryptocurrency Investing
ETC News
Institutional Investors
Investor Insights Blog
Managing Your Account
Promissory Note Investing
Real Estate
Real Life Examples
Roth IRA
Self-Directed IRA Concepts
Small Business Plans
Tax Insights
Tax-Advantaged Accounts

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

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.

Log Into myEQUITY

Case Studies

Equity Institutional strives to make IRA investing easy.

Offering IRA investing opportunities as part of capital raise strategies.


Talk to a Business Development Executive

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