Please note: Call center hours expanded to open at 8:00 am EDT to better serve our clients.
Visit our Coronavirus Resource Center for important updates and resources to help you navigate this time (this resource center also includes information related to the CARES Act and IRS Tax Deadline updates).
Client Stories, Insights Blog, Regional Events, Forms, Educational Videos, Fraud Prevention & FAQs
Dozens of Client Case Study Webinars & Whitepapers present active self-directed IRA investors detailing their current successes with a variety of asset types.
Visit our Investor Insights Blog for the latest self-directed investing news and educational resources.
As leading custodian of self-directed IRAs and other accounts, Equity Trust enables individual investors to diversify portfolios through alternative assets and create future wealth by investing in assets they know best.
Our blog features the latest news and educational resources regarding alternative asset investing in tax-advantaged self-directed IRAs and related topics.
Forms to direct an investment or manage your account can be accessed through the button below.
Log into myEQUITY to use online wizards to guide you through the process for submitting transactions (such as Bill Pay and Distributions). Go to the Transaction Launcher within myEQUITY to upload completed forms and submit your request.
If you don’t yet have a myEQUITY login, you can still pay an invoice online with our one-time payment e-check/ACH or credit card payment options. If you need assistance with any form, our Client Service Team is available to help.
RMD and 401(k) Contribution Calculators
Learn how to identify potential scams and fraudulent investments, perform due diligence on opportunities and report them.
Investor fraud is a problem for all Americans and the greatest tool for preventing fraud is education and knowledge.
“An informed and skeptical investor is the best defense against fraud,”
— Mary L. Schapiro, 29th Chairman of the SEC
Equity Trust, in conjunction with the Retirement Industry Trust Association (RITA), has compiled governmental and industry resources to help you, the self-directed investor, in making your investment decisions.
As with any investment, a risk of being victimized by fraud and scams is a possibility. Find out what you can do to protect yourself.
(Please Note: Outside of FDIC insured investment products, all investments carry risk including loss of principal. No governmental agency or IRA custodian approves or guarantees investments.)
Some advantages of self-directed IRAs include:
Equity Trust offers a variety of IRAs, as well as other self-directed accounts, including: Equity Trust
Some of the investments Equity Trust clients make using their self-directed IRA include real estate, tax liens, digital currencies such as Bitcoin, private lending, purchasing notes, private placements, precious metals, forex and other investment options that are permissible under IRS guidelines.