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.