Client Help Center and Resources

PRECIOUS METALS CLIENTS: Access your Resource Center here

Equity Trust Login – myEQUITY

Log into myEQUITY, Equity Trust’s account management system to initiate investments, track a transaction, check your account balance, pay bills, and more – all online.

First time logging into myEQUITY? Access this guide for step-by-step login instructions

Need more myEQUITY help? View these Frequently Asked Questions

Equity Trust Login

FAQ and How-To Guides

Questions on managing your account or making a transaction? See our helpful videos and PDFs.

[PDF] myEQUITY Quarterly Statement Guide

[Video] How to Title Investments in a Self-Directed Account

[PDF] Required Minimum Distributions in a Self-Directed IRA FAQ

[Video] Precious Metals: Investment Purchase and Logging into myEQUITY

[Video] Fair Market Valuation: Updating the Value of Alternative Assets in an IRA

Have other questions? See our full list of FAQ and how-to guides.

See All Guides

Tenant and Borrower Payments

If you’re a tenant or borrower of an Equity Trust account holder, you can make a payment online.

Questions about submitting payments with a deposit coupon? Read this guide.

Make a Payment

Forms

Forms for investments and other transactions can be found here.

Want a faster, easier way to manage your Equity Trust account? Log into myEQUITY and complete your request online!

Access All Forms

Investment Orientation Guides

Guides that walk you through the real estate, private debt, and private equity investment processes at Equity Trust.

Access Real Estate Investing Orientation Guide

Access Notes/Private Debt Investing Orientation Guide

Access Private Equity Investing Orientation Guide

Pay Your Invoice

Pay your Equity Trust Annual Maintenance Fee or other fees online via ACH.

You can also pay Equity Trust fees with cash in your account or by credit card by logging into myEQUITY.

Questions about paying your invoice? See our Billing Frequently Asked Questions.

Make an Online Payment

Investing Inspiration: Your Stories

Read and view case studies from fellow clients who are making a difference in their communities and families with their self-directed investing.

See Investor Stories

Contribution Limits

Find out how much you can contribute to your accounts.

View Contribution Limits

Referral Incentive Program

Receive a $50 VISA gift card for each new account that’s opened using your unique referral code – you could earn up to $500 per year in gift cards!

Start Referring and Earning GIft Cards

Fraud and Scam Awareness

A list of helpful governmental and industry resources to help you combat fraud as a self-directed investor.

Access Fraud Awareness Resources

Need Additional Help?

If you need assistance with opening an account, looking into the status of an investment, transferring funds, or have other questions, we’re here to help.
Contact Equity Trust

Existing Equity Trust Clients: 888.382.4727

Customer Service Hours: Monday – Friday; 8:00 AM – 6:00 PM (ET)

Claim Your Exclusive Client Benefits

To help you make informed investment decisions, we hand-picked exclusive opportunities not found with any other self-directed account custodian. You’re entitled to valuable, in-demand discounts and membership access – just for being a client. Get more details on the Equity Trust Client Benefits Program.

Valued Member Access

Free annual membership to one of the nation’s largest real estate investors associations, which includes several benefits and discounts for real estate investors
Free access to a leading marketplace for construction services and contractors to ensure a fair price

Special Discounts

Discounts on titling services specifically tailored to real estate investors who use a self-directed IRA
Special rental property insurance discounts
Access to a nationwide database of foreclosures, pre-foreclosures, real estate owned properties, and more – before the properties hit the mass market
Membership to real estate investor software system to help you generate leads, automate marketing campaigns, analyze deals, manage renovations, and more

More Benefits

Access to time-saving, and hassle-free assistance to help you navigate the real estate investment process
Extensive free education for real estate investors