Speak with a Senior Account Executive today: 855-265-4IRA (4472)

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Equity Trust is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust 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.

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Ongoing education with webinars, workshops, e-book, infographics, reports/guides and more.

Monthly Education

Simple, straightforward annual maintenance fee based on account value.


Investment liaisons and account service teams dedicated to client satisfaction.

Dedicated Service

Newly-enhanced online account management and bill pay system and the Equity Trust Digital Asset Platform.

Innovation & Technology

A leading custodian with 35 years experience and approx. $25 billion of assets under custody/administration.

(as of 12/31/17)

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 35 years of experience with self-directed IRAs, 401(k)s, HSAs, and other tax-advantaged plans. See why clients choose Equity Trust.

Why Equity Trust?