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Account Types

We have you covered. From individual plans to small business or health and education savings accounts, whatever your need, Equity Trust has a solution for you.

Solutions for Individual Investors

Discover the possibilities of tax-advantaged investing at Equity Trust. Account types include Traditional and Roth IRAs, education (CESA) and health savings accounts (HSA).

Explore Accounts for Individuals

Solutions for Business Owners

Gain the control and flexibility a self-directed small business account offers. Determine what type of account fits best with your goals. Options include SEP and SIMPLE IRAs and Solo 401(k) plans.

EXPLORE ACCOUNTS FOR BUSINESS OWNERS
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Let’s talk about your financial future.

Schedule a one-on-one session with an expert alternative investment counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.

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Equity Trust Company
1 Equity Way
Westlake, OH 44145

Equity 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 3/31/2021.

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