Meet Equity Trust:
A Leader in Self-Directed IRAs
Empowering clients with investment freedom and innovative technology, we deliver a simplified investment journey backed by 50 years* of financial service experience. As an industry leading IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account you hold.
Who should attend The Next Level Investors Bootcamp?
if you want to create a better future for you or your children
if you want to retire sooner
if you want to create and preserve more wealth
if you're ready to take that trip you've always wanted
or if you aren't happy with where you are financially and you just aren't getting the ROI you desire...
These three days could be a beneficial first, or next, step...
©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 or financial decision, please consult with your tax attorney or financial professional.
*Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the company was IRS approved as a custodian in 1983.
Investment Freedom
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.
Why Equity Trust?
Innovative Technology
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.
Recognized Leader
Our track record of excellence is unmatched in the industry. With over 50 years of financial service experience, we provide service excellence to over 368,000 accounts for $52 billion in assets under custody and administration (as of 6/1/2024).
Service Excellence
Recognized as an exceptional service provider, we have nearly 400 employees dedicated to you and process over 1 million transactions annually.
Industry Leading Education
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.
Have questions? Give us a call: 440-482-7246
Set Up My 1-on-1
What are the benefits of investing with a self-directed IRA?
Self-directed IRAs allow you to invest in assets you know best – such as Real Estate investing. You direct your investment choices. This is only possible with a self-directed account custodian such as Equity Trust.
Top Questions: Investing with an IRA
What should I expect from Equity Trust Company as my IRA custodian?
With Equity Trust, you can quickly and easily initiate investments, track your transactions, and manage your account any time on the industry-leading myEQUITY online account management system. Need additional assistance? A knowledgeable associate is just a phone call away.
Take the first step by opening your IRA account today.
If you have any questions regarding investments placed on the RealtyMogul platform, please reach out to your RealtyMogul Investment Representative at 877-781-7062 or email investor-help@realtymogul.com
If you have any questions regarding investments placed on the RealtyMogul platform, please reach out to your RealtyMogul Investment Representative at 877-781-7062 or email investor-help@realtymogul.com