Why Equity Trust?
Create a customized portfolio of alternative assets as well as traditional investments with a single custodian. You can maximize your account and gain new insights with access to unparalleled educational resources.
Simplify investing through myEQUITY, our industry-leading online account management system. myEQUITY makes it easy for investors to direct and manage their accounts with intuitive online wizards and a clear line of sight to account data.
Our track record of excellence is unmatched in the industry. With 45 years of financial service experience, over 170,000 investors rely on us to custody over $28.7 billion in assets.
Recognized as an exceptional service provider, we have nearly 400 employees dedicated to you. We serviced 1,000 calls per business day in 2018, completing 1.2 million transactions – Over 3,500 a day!
You can maximize your account and gain new insights with access to unparalleled, on-demand education from webinars, case studies, how-to guides and live workshops.