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Save and Pay for a Child's Education Expenses, Tax-Free

Access your Guide to Coverdell Education Savings Accounts.

Unlock your CESA Guide to learn about:

Learn How to Save, Invest and Pay for Qualified Education Expenses Tax-Free

A self-directed CESA allows for tax-free growth and tax-free distributions for a child's qualified education expenses with greater investment freedom and flexibility.

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 how to build tax-free savings for your children by investing in what you know with a CESA.

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. All Rights Reserved.

Save and Pay for a Child's Education Expenses, Tax-Free

Access your Guide to Coverdell Education Savings Accounts.

Learn how to build tax-free savings for your children by investing in what you know with a CESA.

ACCESS YOUR FREE GUIDE
ACCESS YOUR FREE GUIDEACCESS YOUR FREE GUIDEACCESS YOUR FREE 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.

We have 50 years of experience in the custody/administration of self-directed IRAs, 401(k)s, HSAs and other tax-advantaged plans. See why clients choose Equity Trust.

Ongoing education with webinars, educational YouTube channel, live workshops, reports, guides, infographics, FAQs and more.

Wealth-Building Education

Simple, straightforward annual maintenance fee based on account value with no transaction fees for standard processing.

Value

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

Service & Operational Excellence

Invest, track and manage your accounts online from any device with myEQUITY and the Digital Asset Platform.

Innovation & Technology

Our track record of excellence is unmatched. Investors rely on us to custody and administer over $52 billion in assets under custody and administration.

(as of 6/1/24)

Trusted Custodial Experience

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

Investment Freedom

Qualified higher education expenses

Qualified elementary and secondary education expenses

Account eligibility requirements

Contribution limits and requirements

Frequently asked questions and more!