Due to Covid-19 related USPS mail delays of our client statements, late fees for non-payment of Annual Maintenance Fees will not be assessed until Apr. 30th (extended from Mar. 16th) – Learn More

Delivery of our client statements and payments have been impacted due to COVID-19 related USPS mail delays.

In response, Equity Trust has pushed out the date for assessments of late fees for non-payment of Annual Maintenance Fees from March 16th to April 30th. (Due date for the 2020 AMF invoice was Wednesday, March 3, 2021.)

  • Equity Trust is encouraging clients to use electronic methods for depositing and delivery of payments: Rental/Note Payments can be submitted using our Online Payment Center.
  • Request purchase funds, bill payments, and distributions using Wire or ACH payment methods through myEQUITY Wizards.
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myEQUITY Connect

Simplify Investing with
myEQUITY Connect APIs

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.

Expand Your Potential with myEQUITY Connect APIs

Our APIs create a seamless and transparent client experience with Equity Trust’s custody services, enabling you to become more competitive in your space, which may increase transaction volumes, reduce processing times, and provide greater control of the user experience.

Visit myEQUITYconnect.com

What are myEQUITY Connect APIs?

Application Programming Interface (API) is a technology that allows two systems to communicate with one another. myEQUITY Connect APIs provide sponsor platforms with the technology to enable investors to invest in their products with an Equity Trust IRA.

Benefits of myEQUITY Connect APIs:

  • Retain Users: Investors can open and fund their IRA accounts without leaving your site
  • Seamless Investing: Automated process from beginning to end makes user onboarding and investing fast and simple
  • Data at your Fingertips: Keep transactions moving forward; maintain a clear line of sight into uninvested assets with real-time access to user data
  • Access to Retirement Assets: Expands your access to the unlimited potential of the multi-trillion-dollar IRA market by providing your clients an easier way to invest with a self-directed IRA

Learn more: Visit our developer portal at myEQUITYconnect.com or call 855-355-2587 (Option 2)

The Equity Trust Advantage

• In-House Technical Support: Product managers and developers ensure seamless integration
• In-House Client Support: Business development managers and relationship managers for every step of the journey
• More than 45 years in the financial services industry

Learn more: Visit our developer portal at myEQUITYconnect.com or call 855-355-2587 (Option 2)

Start a Discussion Today

Email Ron Luca at [email protected] or call 855-355-2587 (Option 2)

Call 855-355-2587 (Option 2)
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855.233.4382

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© 2021 Equity Trust. All Rights Reserved.

Equity Trust Company
1 Equity Way
Westlake, OH 44145

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 as of 12/31/20.

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