Notice to Clients Regarding the Closing of Silvergate Bank, Silicon Valley Bank, and Signature Bank.

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Investment Platforms

Simplified Alternative Investing Solutions for Investment Platforms

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.

Streamline Investing with EquityConnect

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:

  • Expand entry into the multi-trillion-dollar IRA market by providing an easier way to invest
  • Maintain and control your own client experience
  • Choose the integration level that works best for your firm and clients
  • Utilize immediately available APIs including Account Open, Transfer, and Purchase
  • Accept IRA funds on your platform within days with non-API options such as co-branded website or dedicated link
  • Remove duplicative efforts, saving you time

Expand Your Reach with Investment District

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.

  • Investors can browse and choose from listed platforms and providers in the cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate asset classes
  • Publish your company logo, description, and materials on the Investment District site and be immediately visible to one of the industry‚Äôs largest audiences
  • Feature-rich: Intuitive and easy-to-find investment categories and search capabilities
  • Actively visited by Equity Trust clients via multiple channels including emails, portals, and website
  • Easily access performance reporting metrics and more

Equity Institutional Offers Peace of Mind

As a regulated trust company, we adhere to the strictest standards to protect investors.

  • Industry-leading cyber-security tools, practices and technology
  • Multi-factor authentication practices verify our clients’ identities
  • Comprehensive business continuity plans
  • Continuous employee education on ever-evolving cyber-security threats
  • Completed the SOC (Service Organization Controls) 1 Report, issued by the American Institute of CPAs (AICPA).
    • The report demonstrates our commitment to internal controls over finance reporting
  • Regulated as a South Dakota trust company and compliant with all statues and regulations mandated by the South Dakota Division of Banking.

The Equity Institutional Advantage

Equity Institutional offers the total package of technology and support to help your business soar to new levels.

Exceptional Levels of Service

Our large, specialized teams support our technology to ensure timely and accurate transactions.

Education and Resources

Complimentary articles, guides, videos, and webinars help educate your investors on the benefits of tax-advantaged on the benefits of tax-advantaged IRA investing.

Key Account Designation

This designation provides a dedicated relationship manager and a streamlined, discounted fee schedule.

Suite of Workflow Reports

Account opening, funding, disbursements, Required Minimum Distributions (RMD), and more are automatically pushed to your inbox weekly, daily, or hourly.

Account Data Integration

Secure File Transfer Protocol (SFTP) connection provides account data including purchases, redemptions, dividends, and more into your portfolio management system.

Established, Leading Custodian

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.

Schedule a Demo

Discover how Equity Institutional could help you tap into the vast funding potential of retirement accounts.

We respect your privacy and will not use the information you provide for any other purpose.

Next Step… Investment District