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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.

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
$28.7 Billion under custody
Nearly 400 employees

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

Equity Institutional

Equity Institutional makes alternative investing easy and cost effective.