- Self-Directed Accounts
- Investment Types
- Why Equity Trust
- Institutional Solutions
We custody alternative assets in retirement accounts, making it simple for the investment professionals you serve to help their clients diversity – powering their growth and your scale. With our industry-leading tech platform and administrative services at work in the background, you and your advisors can focus your energy on your clients’ needs.
It has never been easier to connect investors with alternative assets. EquityConnect enables you to easily establish and manage retirement and non-retirement accounts, all in one place.
This state-of-the-art, turn-key solution is designed for advisors or platforms interested in providing their clients with access to the world of alternative assets. EquityConnect includes a suite of customizable APIs and account management capabilities that simplifies investing.
EquityConnect allows you to:
Talk to us about potentially extending your offering with Investment District, our online marketplace. EquityConnect users who qualify can increase exposure among investors with funded accounts seeking their next opportunity.
As a regulated trust company, we adhere to the strictest standards to protect investors.
Equity Institutional offers the total package of technology and support to help your business soar to new levels.
Our large, specialized teams support our technology to ensure timely and accurate transactions.
Complimentary articles, guides, videos, and webinars help educate your investors on the benefits of tax-advantaged on the benefits of tax-advantaged IRA investing.
This designation provides a dedicated relationship manager and a streamlined, discounted fee schedule.
Account opening, funding, disbursements, Required Minimum Distributions (RMD), and more are automatically pushed to your inbox weekly, daily, or hourly.
Secure File Transfer Protocol (SFTP) connection provides account data including purchases, redemptions, dividends, and more into your portfolio management system.
Equity Trust has more than 45 years of experience in the financial services industry and was named Best Overall Self-Directed IRA Company by Investopedia from 2020-2022.
Discover how Equity Institutional could help you tap into the vast funding potential of retirement accounts.
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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.Continue