At Equity Trust Company, our goal is to make IRA investing easy. As a leader in the custody of alternative assets like real estate, private equity, and precious metals, we offer a simple, start-to-finish process that makes it easy for investors to open their account online, deposit or transfer IRA funds, and invest in the asset of their choice.
Seamless customer experience
We’ve made opening and investing in private offerings with an IRA a simple process for investors. Equity Institutional allows you to present your clients with a seamless process to open, fund, and invest all without leaving your website.
Our suite of customizable APIs, myEQUITY Connect, allows you to simplify the investing process for IRA investors from end to end. You choose the level of integration you need, and we automate the investment process.
Easy for your investors
Investors benefit from our powerful online account management system, myEQUITY. They have around-the-clock visibility and access from any device, allowing them to invest and manage bill payments, transfers, and disbursements online.
Single point of contact for exceptional service
Qualified Investment Sponsors are assigned a personal Relationship Manager, providing you with a dedicated contact within Equity institutional to answer questions and streamline account administration activities.
Your Relationship Manager can assist investors with their account-related questions and provide real-time administrative support.
Education and promotional support
Equity institutional provides you with articles, guides, videos, and webinars to help educate your investors on the benefits of tax-advantaged IRA investing.
Use our multi-faceted content to let your audience know that tax-advantaged IRA investing is available. Also available are content templates for your email campaigns, social media, and blog posts.
