While you’re in control, rest assured knowing you’re not alone: our knowledgeable, client-focused associates are here to provide personalized service, from onboarding to transaction assistance. We also provide an abundance of learning opportunities with guides, webinars, a blog, and more. You can lean on our more than 45 years of experience in the financial services industry.
Your Direction, Our Support
Some financial institutions limit your IRA to traditional investments. With Equity Trust, you can truly diversify into a range of options including real estate, private entities, cryptocurrency, precious metals, and more, in addition to stocks, bonds, and mutual funds - all in one account.
Nearly Limitless Investments, One Account
Whether you're saving for retirement, healthcare expenses, or a loved one's education, we make the journey easy with innovative technology and first-class service.
Grow Wealth Your Way
Self-directed IRAs and other retirement plans allow you to create lasting wealth by investing in areas where you have knowledge, expertise, and comfort.
Discover what only 3% of Americans know about creating lasting wealth.
Richard C., Arizona
Equity Trust Company has been the custodian of my IRA account for over 10 years. I have found their representatives to be knowledgeable and helpful. I have bought and sold trust deeds and real estate and have never encountered any problems. I would recommend them to anyone looking for a reliable custodian for a self-directed IRA.
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Candice P., Ohio
Equity Trust goes above and beyond customer service. Both myself and spouse have entrusted Equity Trust in our property investment needs. We have been extremely pleased with the turnaround time on our investments. Their staff is highly trained and extremely friendly. We have referred to both our relatives and friends for their investment needs.
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Let Us Help You On Your Journey
Take control of your financial future.
What Clients are Saying About Equity Trust Company
Discover why clients from all 50 states have entrusted us to be the custodian of more than 181,000 accounts holding over $30.1 billion in retirement assets.*
Why Investors Choose Equity Trust
©Equity Trust Company. All Rights Reserved.
Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.
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 or financial decision, please consult with your tax attorney or financial professional. *Assets under custody as of 3/31/2021.
Equity Trust Company
1 Equity Way, Westlake, Ohio 44145
Best Overall Self-Directed IRA Company for 2021
7 Best IRAs for 2021
Simplify Investing with Leading-Edge Technology
- Open an account in minutes with a wizard that walks you through the process
- Fund your account easily using the Transfer Wizard or set up one-time or recurring ACH payments from a bank account
- Complete an investment purchase or sale quickly and easily with real estate, private debt, private equity, or mutual fund investing wizards, as well as online purchase capabilities for all other asset types
- Track the status of your investment in real time for full line-of-sight
- Pay bills related to your investments and upload invoices if necessary
- Manage your account preferences for a personalized experience and bypass the need to call
- View statements easily when you need to
- Take distributions at any time
Don’t have an investment in mind? Most custodians establish your account and leave you on your own to figure it out. At Equity Trust, we can help you locate potential investments in the real estate, lending, crowdfunding, precious metals, and cryptocurrency asset classes with our Investment District online marketplace.
The Power to Help You Succeed
Access to Opportunities that Match Your Goals
Our size, expertise, and technology help us ensure that we’re there when you need us most. With over 400 associates focused on processing more than 1.2 million transactions yearly, we work diligently to enhance your experience.
Easily invest and manage your account on any device with our state-of-the-art online account management system myEQUITY.
45+ Yrs Experience
400+ Associates
181,000+ Accounts
1.2 Million Transactions/Year
30 Billion+ Administered
Announcing an Easier Way to Find Investments
It’s now easier than ever to find the most in-demand investment opportunities for your self-directed account. Introducing Investment District, where you can browse and choose from high-end platforms and providers in the cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate asset classes.
Exclusive Benefits Come Standard
Valued Member Access
- Free annual membership to one of the nation’s largest real estate investors associations, which includes several benefits and discounts for real estate investors
- Free access to a leading marketplace for construction services and contractors to ensure a fair price
- Free annual membership to a coveted financial advisor directory to protect you from risk
Special Discounts
- Discounts on titling services specifically tailored to real estate investors who use a self-directed IRA
- Special rental property insurance discounts
More Benefits
We don’t stop at providing a superior investing experience: Each client receives access to exclusive opportunities not found with any other self-directed account custodian. You’ll receive valuable, in-demand discounts and membership access – just for opening an account.
- Access to time-saving, and hassle-free assistance to help you navigate the real estate investment process
- Extensive free education for real estate investors
It’s now easier than ever to find the most in-demand investment opportunities for your self-directed account. Introducing Investment District, where you can browse and choose from high-end platforms and providers in the cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate asset classes.