50
Years in the
Financial
Services
Industry*
4K
Institutional
Relationships
$11B
Institutional Assets
Under
Custody &
Administration**
Assets We Custody
We make it easier for investment professionals to diversify client portfolios with alternative assets including:
REAL ESTATE
PRIVATE EQUITY
PRECIOUS METALS
CRYPTOCURRENCY
PRIVATE DEBT
MUCH MORE
EQUITYCONNECT
Quickly Streamline Investing with EquityConnect
It has never been easier to connect investors with alternative assets. EquityConnect enables you to easily establish and manage retirement and non-retirement accounts, all in one place.
This state-of-the-art, turnkey solution is designed for advisors or platforms interested in providing their clients with access to the world of alternative assets. EquityConnect includes a suite of customizable APIs and account management capabilities that simplifies investing.
Depending on your level of customization, you could be ready to serve IRA investors in a matter of days.
EquityConnect allows you to:
- Expand entry into the multi-trillion-dollar IRA market by providing an easier way to invest
- Maintain and control your own client experience
- Choose the experience that works best for your firm and clients
- Utilize Account Open, Transfer, and Purchase APIs
- Serve IRA investors in as little as two days with basic integration, or as little as three weeks with API integration
- Remove duplicative efforts, saving you time
myEQUITY: Simplify Account Management
Optimize the client experience and eliminate investment delays by maintaining a clear line of sight to your book of business with myEQUITY.
myEQUITY enables you to:
- Open accounts faster with features including prepopulated fields, eSignature, quick document upload, and more
- Sort and filter by asset, account, or date and utilize the export capabilities for streamlined recordkeeping
- Remove uncertainty: intuitive TransactionTracker provides status of current transaction activities
- Effectively grow your business with access to real-time account balances, available cash, and portfolio positions for all your client accounts
- Adapt for self-serve or broker-assisted business models
Customize myEQUITY for Your Business
With our help, you can provide your clients with a simplified, faster account-open process – and one that keeps your brand front-and-center.
Available services include:
- Fast online application with click-to-accept and DocuSign features
- Seamless connection to your CRM
- Co-branded marketing materials
The Equity Institutional Advantage
Equity Institutional offers the total package of technology and support to help your business soar to new levels.
Exceptional Levels of Service
Our large, specialized teams support our technology to ensure timely and accurate transactions.
Education and Resources
Complimentary articles, guides, videos, and webinars leverage our 45-plus years of experience and help educate your investors on the benefits of tax-advantaged IRA investing.
Key Account Designation
This designation provides a dedicated relationship manager and a streamlined, discounted fee schedule.
Suite of Workflow Reports
Including account opening, funding, holdings, disbursements, Required Minimum Distributions (RMDs), outstanding fees, and pending transfers are automatically pushed to your inbox for weekly, daily, or hourly updates.
Account Data Integration
Through Secure File Transfer Protocol (SFTP) connection provides the ability to receive Equity Trust client account data including purchases, redemptions, dividends, and money movements into your existing portfolio management system.
Established, Leading Custodian
Equity Trust Company has more than 45 years of experience in the financial services industry and was named Best Overall Self-Directed IRA Company by Investopedia from 2020-2023.
Exceptional Levels of Service
Education and Resources
Key Account Designation
Suite of Workflow Reports
Account Data Integration
Established, Leading Custodian
Equity Institutional Offers Peace of Mind
As a regulated trust company, we adhere to the strictest standards to protect investors.
- Industry-leading cyber-security tools, practices, and technology
- Multi-factor authentication practices verify our clients’ identities
- Comprehensive business continuity plans
- Continuous employee education on ever-evolving cyber-security threats
- Completed the SOC (service Organization Controls) 1 report, issued by the American Institute of CPAs (AICPA). The report demonstrates our commitment to internal controls over finance reporting
- Regulated as a South Dakota trust company and compliant with all statutes and regulations mandated by the South Dakota Division of Banking
Talk to Us About Elevating Your Business
See if our industry-leading technology and service could help you connect with more investors: Start a conversation today.
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