- Individuals
- Businesses
- Professionals
- About Us
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
Home | Resources for Individual Investors
ETC News
Zoom.us – CST Virtual Webcast Event – 9:00 am | 12:30 pm | Mar 13
Zoom.us – MST Virtual Webcast Event – 9:00 am | 12:30 pm | Mar 27
Zoom.us – PST Virtual Webcast Event – 9:00 am | 12:30 pm | Apr 03
Client Stories, Insights Blog, Regional Events, Forms, Educational Videos, Fraud Prevention & FAQs
VIEW ALL FAQSVisit our 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.
Access the BlogDue diligence is essential. We understand you want to consider all available information before making an important decision such as choosing a self-directed IRA custodian. We can provide countless reasons why Equity Trust Company is the best custodian for your self-directed account, but don’t just take our word for it; here are Equity Trust Company reviews from actual clients.
REVIEW WHAT OTHERS HAVE SAID ABOUT USDozens of Client Case Study Webinars & Whitepapers present active self-directed IRA investors detailing their current successes with a variety of asset types.
View our videos to quickly learn about the benefits of self-directed IRAs, and more about investing in Real Estate, Private Lending, and Private Entities with an IRA.
VIEW SELF-DIRECTED IRA VIDEOSForms to direct an investment or manage your account can be accessed through the button below. Or skip the form… As myEQUITY.com provides a faster, easier way to invest and manage your account.
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.
View All FormsLearn 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.)
RMD and 401(k) Contribution Calculators
Available from the SEC Investor.gov website:
Available from AARP.org:
CalculatorsInsights Blog
Visit our 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.
Access the BlogCustomer Reviews
Due diligence is essential. We understand you want to consider all available information before making an important decision such as choosing a self-directed IRA custodian. We can provide countless reasons why Equity Trust Company is the best custodian for your self-directed account, but don’t just take our word for it; here are Equity Trust Company reviews from actual clients.
REVIEW WHAT OTHERS HAVE SAID ABOUT USClient Stories
Dozens of Client Case Study Webinars & Whitepapers present active self-directed IRA investors detailing their current successes with a variety of asset types.
Video Resource Center
View our videos to quickly learn about the benefits of self-directed IRAs, and more about investing in Real Estate, Private Lending, and Private Entities with an IRA.
VIEW SELF-DIRECTED IRA VIDEOSForms
Forms to direct an investment or manage your account can be accessed through the button below. Or skip the form… As myEQUITY.com provides a faster, easier way to invest and manage your account.
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.
View All FormsFraud Advisory
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.)
Retirement Calculators
RMD and 401(k) Contribution Calculators
Available from the SEC Investor.gov website:
Available from AARP.org:
CalculatorsWhat are the advantages of opening a self-directed IRA?
Some advantages of self-directed IRAs include:
What types of accounts does Equity Trust offer?
Equity Trust offers a variety of IRAs, as well as other self-directed accounts, including: Equity Trust
What investment options are possible with an Equity Trust account?
Some of the investments Equity Trust clients make using their self-directed accounts 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.
Get answers to your questions and learn more about building wealth with tax-advantaged accounts.
Schedule a ConsultationNext Page Billing Questions
© 2021 Equity Trust. All Rights Reserved.
Equity Trust Company 1 Equity Way Westlake, OH 44145Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody as of 12/31/20.
You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.
Continue