Making IRA investing in precious metals easier and more cost-effective.
We do this by offering innovative technology, the highest levels of service and a competitive fee structure.
VIEW FORMSRead a message from Equity Trust CEO George Sullivan regarding services amid coronavirus concerns.
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We do this by offering innovative technology, the highest levels of service and a competitive fee structure.
VIEW FORMSRelationship managers
Precious Metals Dealers receive specialized service at Equity Institutional. You’ll receive personal attention from your Relationship Manager, who serves as your single point of contact and helps assure your transactions are completed efficiently and your needs met effectively.
Transaction speed
We maintain an experienced and dedicated Precious Metals Team to process all account transactions quickly and accurately. With full understanding of the volatility of the market, the team provides timely and efficient service with an emphasis on fast turnaround. In fact, we maintain a one business day turnaround on typical purchase transactions.
Streamlined account open
Give yourself an edge in the marketplace – offer your clients an IRA investing process that’s simplified and streamlined. We provide your investors with direct access to our online Account Open Wizard right from your website to open their account in as little as 10 minutes. Clients can complete their online account open and transfer-in processes via eSignature for ultimate convenience and efficiency.
Innovative technology
Our robust myEQUITY account management system provides you with around-the-clock access from any device to view and manage your clients’ transactions, cash balances, and values in real time.
Simple fee schedule and flat-fee storage
In addition to streamlined account management and online account open options, your IRA investors will also appreciate the flat fee schedules offered by Equity Institutional, including:
Safe, secure storage of assets
Equity Trust Company offers the ability to select from approved metals depository facilities and locations. Each depository is licensed for secure storage of gold, silver, platinum, and palladium.
Australian Perth Mint Certificate Program
Equity Trust is an approved custodian to hold Australian Perth Mint Certificates within an investors account.
Perth Mint Certificates are only issued to investors via the international distributor network. Your distributor can advise you how to open a Perth Mint Certificate Program account and purchase a Perth Mint Certificate, as well as sale, transfer and lost certificate procedures.
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