Invest in real estate using your IRA with confidence.

Powered by innovative technology, personalized service and a 45-year track record of excellence, building wealth your way has never been easier. 

Send earnest money and complete your purchase from any device.

Invest and manage your account in real time with full transparency – anytime, anywhere and from any device – through our industry-leading online platform, myEQUITY.

Online wizards walk you through an intuitive step-by-step process for real estate, private debt and mutual fund investing with features such as online bill pay, eSignature, document upload, TransactionTrackers and much more.

Why Equity?Key BenefitsClients
ACCESS FREE REAL ESTATE GUIDE

Expand and diversify your investing with confidence.

Create a customized portfolio for retirement, health care and a child's education with the freedom to invest in the traditional markets and alternative assets – all in one place.

Empowering investors since 1974, we specialize in the custody/administration of self-directed IRAs, 401(k)s, HSAs and other tax-advantaged plans. See why clients choose Equity Trust.

TECHNOLOGY

PERSONAL SERVICE

Hand it off or work directly with your dedicated real estate investment liaison.

We complement our myEQUITY platform with a dedicated real estate liaison as your single point-of-contact to answer questions, walk you through the process and coordinate with your designated third party (like a title agency) so you can invest confidently knowing you have support from a dedicated investment specialist. 

EXPERIENCE

Rely on our trusted experience and 45-year track record of excellence.

We are the experts when it comes to processing real estate, averaging more than 250 real estate transactions each week, with optimized solutions and processes more than 170,000 investors rely on to custody $28.7 billion in assets.

As of 3/1/20 

Build tax-advantaged wealth with your real estate investing.

Determine your tax-advantaged account options and review an example real estate investment in an IRA – from purchase and closing, to managing income and expenses, through to the final sale.

Access our Self-Directed Real Estate 101 Guide when you schedule a 1-on-1 call with a Senior Account Executive.

SCHEDULE A CALL AND GET MY GUIDEBACK TO TOP

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

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

Wealth-Building Education

Simple, straightforward annual maintenance fee based on account value.

Value

Personalized service you can rely on from investment liaisons and account service teams dedicated to client satisfaction.

Service & Operational Excellence

Invest online from any device with myEQUITY online account management and the Digital Asset Platform.

Innovation & Technology

A leading custodian more than 170,000 clients trust to custody approx. $28.7 billion in assets.

(as of 3/1/20)

Trusted Custodial Experience

Invest in real estate, notes, private equity, cryptocurrencies, stocks, mutual funds, foreign currency and more – all in one place.

Investment Freedom

"Our family made two substantial purchases with a self-directed IRA (through Equity Trust). The entire process was new to us and Equity Trust made it smooth and easy for us. They came highly recommended to us…and we highly recommend them to anyone looking for smart people and smart thinking to help them build a solid financial foundation and a secure future."

Adam & Deanna H.

North Carolina

"They are the best in the business for helping people who want a self-directed IRA. They are especially adept at helping people who want to invest in real estate in a traditional or Roth IRA. They have always handled my requests in a timely and professional manner."

Alan S.

Texas

"I started with Equity Trust about eight years ago and have been investing in real estate for almost 30 years. We've been extremely successful in growing our IRAs and it's been a wonderful help having Equity Trust as our custodian. The website is phenomenal. It's very easy to navigate and upload documents. Every transaction has closed on time. We've never had a delay with documents or wire transfers, and everything's been done correctly every time."

Jan D.

Missouri

"Dependable, accurate and timely. Equity Trust is accurate and do what they say and do it when they say. I have complete confidence the transaction will be done correctly and on time. In 15 years, I've had NO re-dos on a transaction."

William

TrustPilot review

"I've been a client for about five years and I love Equity Trust. I was introduced to them at a real estate convention and they had such great education. I learned so much about what I can do with my IRA. From the beginning, when I first rolled my money over, I thought it was going to be very complicated. But I simply gave them my former statement, they walked me through the process, asked lots of questions, and there it was. And every time I need something, the service is awesome."

Gina B.

Tennessee

"The best company to handle your self-direct IRA. Their superior customer service team is out of this world. I have used other companies and they can't compare with Equity Trust Company."

Joe

TrustPilot review

What our Clients are Saying

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©Equity Trust Company. All Rights Reserved.

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.