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Why Equity Trust?

With 50 years of financial service experience, our track record of success with self-directed IRAs, 401(k)s, and other retirement plans is unmatched. See what makes us better than the rest.

Investment Freedom

Create a customize portfolio of alternative assets as well as traditional investments with a single custodian.

Recognized Leader

Our track record of excellence is unmatched. Investors rely on us to custody and administer over $52 billion in assets (as of 6/1/2024). 

Innovative Technology

Simplify investing and account management online, through our industry-leading system, myEQUITY.

Service Excellence

Recognized as an exceptional service provide, we have more than 400 employees dedicated to you.

Industry-Leading Education

Maximize your account and gain new insights with access to unparalleled, on-demand education from webinars, case studies, how-to guides and live workshops.

Safety and Security

Equity Trust is a state regulated trust company. You're in good hands.

Learn the Advantages of a Self-Directed Roth IRA

Self-directed IRAs and other retirement plans allow you to create lasting wealth by investing in areas where you have knowledge, expertise, and comfort.

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What Clients are Saying About Equity Trust Company

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.

Candice P., Ohio

Equity Trust Company has the custodian of my IRA account of 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. 

Richard C., Arizona

Learn about self-directed Roth IRAs and take control of your financial future.

ACCESS YOUR ULTIMATE GUIDE

Equity Trust is a directed 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.

©Equity Trust Company. All Rights Reserved.

Our track record of excellence is unmatched in the industry. Over 170,000 investors rely on us to custody over $25 billion in assets. (as of 12/31/2018)

Simplify investing and account management online,  through our industry-leading system, myEQUITY.

Learn about self-directed Roth IRAs and take control of your financial future.

ACCESS YOUR ULTIMATE GUIDE

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©Equity Trust Company. All Rights Reserved.

Equity Trust is a directed 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.

Terms of Use       Privacy Policy

©Equity Trust Company. All Rights Reserved.

©Equity Trust Company. All Rights Reserved.

Learn about the Tax-Free Advantages of Roth Retirement Accounts

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10 Ways to Partner with Your IRA

Discover a variety of funding and investment structuring concepts, including:

1.  Partnering with other accounts

2.  Partnering with non-IRA money from other investors or entities

3.  Non-recourse loan financing

10 Ways to Partner with Your IRA

Discover a variety of funding and investment structuring concepts, including:

1.  Partnering with other accounts

2.  Partnering with non-IRA money from other investors or entities

3.  Non-recourse loan financing