Speak with a Senior Account Executive today: 855-265-4IRA (4472)
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Online Account Management at Equity Trust Company
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 Trust Company evolved from a predecessor brokerage firm founded in 1974, to directed custodian today with over 45 years of experience.
Buying real estate with an IRA has never been faster, easier, or more streamlined. Simply follow the guided investment wizard and – in just a few clicks – initiate your investment from any device. Earnest money can be sent within 1 business day.
myEQUITY Online Bill Pay
Regardless of the assets in your portfolio, myEQUITY Online Bill Pay makes it easy to pay bills and investment expenses without the need to write or mail checks. Funds will be sent to your payee within 1 business day.
myEQUITY Real Estate Wizard
myEQUITY makes it easy for investors and financial professionals to invest and manage their accounts with intuitive online wizards, a clear line of sight to account data and transactions in process and convenient, around-the-clock access from any device.
Opportunity at Your Fingertips
Built upon a foundation of more than 45 years of financial services experience, myEQUITY is an ever-evolving solution designed around the needs of individual investors and financial professionals.
With continuous enhancements to simplify your online experience, you can focus on what’s important and leave the complexity and administrative burden of alternative asset custody to us.
Ongoing education with webinars, workshops, e-book, infographics, reports/guides and more.
Monthly Education
Simple, straightforward annual maintenance fee based on account value.
Value
Investment liaisons and account service teams dedicated to client satisfaction.
Dedicated Service
Continuing enhancements to myEQUITY and the Equity Trust Digital Asset Platform.
Innovation & Technology
A leading custodian with 45 years of experience and approx. $28.7 billion of assets under custody/administration.
(as of 3/1/20)
Stability & Experience
Invest in real estate, notes, private equity, cryptocurrencies, stocks, mutual funds, foreign currency and more – all from one account.
Investment Freedom
We have more than 45 years of financial services experience. See why clients choose Equity Trust Company.
Why Equity Trust Company?
myEQUITY Highlights
Not a client of
Equity Trust Company?
Or call (855) 673-4721 to speak with a Senior Account Executive about the benefits of myEQUITY.
Opportunity at Your Fingertips
Current Clients:
Or call (888) 382-4727 and a Customer Service Representative will walk you through myEQUITY.
Not a client of
Equity Trust Company?
Or call (855) 673-4721 to speak with a Senior Account Executive about the benefits of myEQUITY.
Current Clients:
Or call (888) 382-4727 and a Customer Service Representative will walk you through myEQUITY.
Save Time with Easy Online Wizards
Simply follow each step of the online wizards and use document upload and eSignature options for a fast, easy and paperless transaction.
Funds can be sent from your account by check, wire or ACH in as little as 1 business day.
Clear Line of Sight Keeps You on Track
Quickly view portfolio positions, statements, cash balances and transaction/activity history.
Sort, filter and export for streamlined recordkeeping for all your accounts.
Track the status of any activity with real-time updates.
Manage and Invest on Your Schedule
Whether at home or on the go, everything you need to manage your Equity Trust Company accounts is available in myEQUITY.
And if you have questions or would like the assistance of a friendly representative, we're only a phone call away.
myEQUITY Features Overview
Easy Access to Account Information
Cash Transactions
Account Activities
Portfolio Positions
Asset History
Statements
Intuitive Step-by-Step Wizards
Account Open
Transfer in Cash and/or Assets
Real Estate and Private Debt Purchase
Digital Currency
Bill Pay
Distribution
Real-Time Account Updates
Activity Notifications
Message Center
Transaction Status Tracking
Enhanced Technology
Document Upload
E-Signature
Two-Factor Authentication
Streamlined Account Management
Update Contact & Security Information
Manage Beneficiaries
Pay Account Invoices
Access Forms and Required Documentation
Resources to Help Along the Way
FAQs
Checklists
Process Overviews
In-Site Search
