Don’t let complicated or cumbersome processes get in the way of growing your business. We make opening and managing accounts easy with our industry-leading account management system and integration capabilities. Choose the technology solution that best fits with your account-management needs.
Simplify your processes and maintain a clear line of sight of your book of business with myEQUITY.
myEQUITY enables you to:
With our help, you can provide your clients with a simplified account-open process – and one that keeps your brand front-and-center.
Available services include:
Our most advanced solution, myEQUITY Connect API integration, provides you and your clients with the easiest, quickest way to open an Equity Trust account. Launch the account-open process right from your website or platform for a convenient, smooth customer experience. The custom link on your platform can automatically populate your firm as the third party on the account.
Our solutions are customizable: depending on your needs, API integrations can be developed to accommodate two-way data flow.
Schedule a Conversation
Learn how our custodial and technology solutions can help simplify your alternatives investing. Schedule a conversation or call:
SCHEDULE A CONVERSATIONChoose option 2 to discuss how these integrated solutions could work for your business.
1 Equity WayWestlake, OH 44145
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© 2024 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 6/1/2024. 1ici.org, total assets in IRAs as of 12/2023
Terms of UsePrivacy PolicySite Map
© 2024 Equity Trust®. All rights reserved.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 6/1/2024. 1ici.org, total assets in IRAs as of 12/2023
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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