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*, investors with over 181,000 client accounts rely on us to custody over $30.1 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.