ALERT: USPS is experiencing delays due to the impacts of COVID-19 (USPS.com), impacting delivery of our client statements and payments. 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
We deliver a best-in-class experience for our precious metals dealer partners and their investors through a unique blend of personalized service and a suite of technology applications.
Our service model is customized to meet the demands of our partners and the volatility of the market and is backed by the security, strength, and stability of more than 45 years of financial services experience.
Our suite of technology applications is well-positioned to meet the demands of the precious metals industry.
myequity.com
• Our industry-leading account management platform, myEQUITY
• Our Digital Asset Platform for cryptocurrency trading and cold storage
• The highest level of integration with IRAConnect™ from Dillon Gage
“We partner with Equity Trust because it is the leading self-directed IRA company for alternative assets in the U.S. Their ability to meet the increased demand while maintaining excellent customer service standards is evidence of their best-in-class leadership.”
Collin Plume, President of Noble Gold Investments
Give yourself an edge in the marketplace – offer your clients a simple, streamlined IRA investing process accessible from any device.
Our state-of-the-art myEQUITY account management system provides a streamlined account-open process for your clients and makes it easy for you to manage client accounts by providing a clear line of sight to your book of business with around-the-clock online access.
Streamlined account open
We can provide your investors with direct access to our online Account Open Wizard directly from your website.
They can open their account in as little as 10 minutes and our custom integrations can pre-populate field information and connect their new account with your firm. Document upload and eSignature throughout the account-open and transfer processes provide the ultimate convenience and efficiency.
Clear line of sight to your book of business
myEQUITY provides a consolidated view of all your client accounts, including portfolio positions, pending and historical activities, and quarterly statements, available on-demand.
See My Equity
Our state-of-the-art Digital Asset Platform drives a new standard of excellence in tax-advantaged cryptocurrency investing.
Learn how our custodial and technology solutions can help enhance your metals business.
“…We absolutely require a partner who has the ability to deliver the level of service that we need, and our customers deserve, regardless of volume, and Equity Trust Company has been that partner. Their strength and resources can meet our demand, and their unwavering commitment during these unprecedented times demonstrates their excellence in service and support.”
– Brenda Whitman, Goldco CEO
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Precious Metals Dealers receive a specialized service model at Equity Trust Company to ensure a fast, accurate, and secure investment experience.
“Investors want peace of mind and security, and it’s been a pleasure working closely with a trusted custodian such as Equity Trust during this period to help facilitate the increased volume.”
Collin Plume, President of Noble Gold Investments
You will work directly with your Relationship Manager for a personal and direct point of contact. Our RMs have extensive experience and understand the volatility of the market. As your single point of contact, your RM works diligently to meet your needs and helps assure your transactions are completed efficiently.
Your investors who open an account receive a direct-dial phone number and email address to communicate directly with the Precious Metals Team to help process transactions and answer questions.
We maintain a one-business-day turnaround on typical purchase transactions because of our experienced and dedicated Precious Metals Team. With full understanding of the volatility of the market, the team provides timely and efficient service with an emphasis on a fast turnaround.
In addition to streamlined account-management and online account-open options, your IRA investors will also appreciate the flat fee schedules offered, including:
Equity Trust Company offers the ability to select from several approved metals depository facilities and locations across the country. Each depository is licensed for secure storage of gold, silver, platinum, and palladium.
Equity Trust is an approved custodian to hold Australian Perth Mint Certificates within an investors account.
Your investors have the flexibility to invest in a wide variety of precious metals – including gold and silver American Eagle coins and other gold, silver, palladium, platinum coins, and bullion.
Learn MoreLearn how our custodial and technology solutions can help enhance your metals business.
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