Mutual Fund Investing Guide

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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 the Investment Possibilities of a Self-Directed IRA

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.

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.

Learn how to take control of your financial future with more investment freedom and flexibility.

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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.

Take control of your financial future.

©Equity Trust Company. All Rights Reserved.

What Clients are Saying About Equity Trust Company

Access Your Quickstart Guide to Investing in Mutual Funds with a Self-Directed IRA

Freedom to invest in both alternative and traditional investment options, including mutual funds

You can invest in mutual funds, stocks, and other traditional assets while searching for your next alternative investment at Equity Trust Company.

Many investors want to know how the mutual fund investment process for a self-directed IRA is different than investing in a taxable account.

Download your Mutual Fund Investing Quickstart Guide to learn more about:

  • 3 step online investment process
  • Details on t+1 next-day settlement
  • Frequently asked questions

Why Equity Trust?

With 45 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 customized portfolio of alternative assets as well as traditional investments with a single custodian.

Recognized Leader

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)

Innovative Technology

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

Service Excellence

Recognized as an exceptional service provider, we have nearly 400 employees dedicated to you.

Safety & Security

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

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.

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.