Key Accounts | Equity Trust Company

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Trusted Solutions for Alts Custody

Key Accounts Services

Equity Trust is one of the oldest and largest custodians specializing in difficult-to-value alternative assets.

Our streamlined fee structure, multiple-account discounts, online investment wizards, and preferred service models make it easy and cost effective for financial professionals to diversify client portfolios with alternatives.

Equity Institutional makes it easy and cost-efficient for you to diversify client portfolios with alternative assets. The extensive range of assets and account types we custody gives you ultimate investment flexibility.

Open and mange accounts online with myEQUITY

Our state-of-the-art online myEQUITY system provides efficient, effective management of your clients’ accounts around the clock, from any device.

You can open accounts online with eSignature option easily in under ten minutes, and also use the system to manage transfer and distribution transactions.

Contact Key Accounts Services

Contact Key Accounts Services
Phone: 1-866-958-9054
Fax: 254-751-7658

Mailing Address:
Equity Institutional
Attention: Key Accounts
P.O. Box 451159
Westlake, OH 44145

Street Address: Equity Institutional
Attention: Key Accounts
1 Equity Way
Westlake, OH 44145

Dedicated Email for Institutional Advisors Only: [email protected]

Access myEQUITY
Key Account Fee Schedule
Key Accounts Forms
IRS Publications

Access myEQUITY

myequity login

Key Account Fee Schedule

Fee Schedule

Key Accounts Forms

Forms

IRS Publications

IRS Publications

Access myEQUITY

Access myEQUITY

myequity login

Key Account Fee Schedule

Key Account Fee Schedule

Fee Schedule

Key Accounts Forms

Key Accounts Forms

Forms

IRS Publications

IRS Publications

IRS Publications

1 Equity Way|Westlake, OH 44145

Terms of Use|Privacy Policy|Site 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 1/1/2024. ¹ici.org, total assets in IRAs as of 12/2023

Terms of Use|Privacy Policy|Site 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 1/1/2024. 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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