Equity Trust makes it easy for investors to open and fund IRA accounts online, using eSignature, right from your website, and you’ll have access to myEQUITY, a sophisticated online account management system to easily view investor accounts from any device. With a streamlined online Account Open wizard, a single point of contact for all your customer service interactions, and varying levels of integration to enhance a seamless customer experience. Find out if offering IRA investing through Equity Trust could potentially help expand your capital raise.
For Insitu Biologics CEO Jim Segermark, providing the ability to invest using an IRA through Equity Trust Company has attracted new investors to his Reg A+ offering that wouldn’t otherwise have been able to participate.
“All of our IRA investors have transferred in; no one has used new money to open their IRA accounts,” he says. “We wouldn’t have gotten those investments if they hadn’t been able to use their IRA money.”
Jim Segermark, Insitu Biologics CEO
Additionally, he points out, the size of the IRA investments has been larger, on average, than cash investments – almost three times larger, in fact. “People tend to have cash in their IRAs that they aren’t actively utilizing, and some decide there’s no better place for it than the high-risk part of their portfolio,” Segermark explained.