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Here's what your success kit includes:

Self-Directed Investing Overview: Your Guide to Tax-Advantaged Accounts


Self-Directed IRA Rules Report: Knowing the Rules Helps Build a Foundation for Success


Guide to Current IRA Contribution Limit

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Insight into 11 years of exclusive Equity Trust real estate investing data, including:

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Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.

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Safety and Security

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

Industry-Leading Education

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

Service Excellence

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

Innovative Technology

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)

Recognized Leader

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

Investment Freedom

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.

Why Equity Trust?

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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 what only 2% of Americans know about creating lasting wealth.

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