Why Investors Choose Equity Trust

Discover why clients from all 50 states have entrusted us to be the custodian of 415,000 accounts holding $71 billion in retirement assets.**

Best Overall Self-Directed IRA Company 2020-2024

Best Self-Directed IRA for Private Equity, Precious Metals

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50+ Years in Financial Services

500+ Associates

415,000 Accounts

2.5M+ Transactions/Year

$71 Billion Under Custody and Administration

Grow Wealth Your Way

Whether you’re saving for retirement, healthcare expenses, or a loved one’s education, we make the journey easy with innovative technology and first-class service.

Nearly Limitless Investments, One Account

Traditional financial institutions limit your IRA to traditional investments. With Equity Trust, you can truly diversify into a range of options including real estate, private entities, cryptocurrency, precious metals, and more, in addition to stocks, bonds, and mutual funds – all in one account.

Your Direction, Our Support

While you’re in control, rest assured knowing you’re not alone: our knowledgeable, client-focused associates are here to provide personalized service, from opening your account to assisting you with investment transactions. We also provide an abundance of learning opportunities with guides, webinars, a blog, and more. You can lean on our 50+ years of experience in the financial services industry.

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The Power to Help You Succeed

Our size, expertise, and technology help us ensure that we’re there when you need us most. With 500+ associates focused on processing 2.5M+ transactions each year, we work diligently to enhance your experience.

Access to Opportunities that Match Your Goals

Don’t have an investment in mind? Most custodians establish your account and leave you on your own to figure it out. Our Investment District online marketplace enables you to find potential investment opportunities with the click of a button.

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Exclusive Benefits Come Standard

We don’t stop at providing a superior investing experience: Each client receives access to exclusive opportunities not found with any other self-directed account custodian. By simply opening an account, you open doors to valuable, in-demand discounts and membership access.

VALUED MEMBER ACCESS

1031 exchange services offered through Equity 1031 Exchange
Real Estate Checkbook IRA LLC capability through in-house service Equity Specialty Services
Connected brokerage account to enable traditional investments with the Equity Universal IRA
Access to alternative investments from select asset providers
Online contractor sourcing and pricing marketplace
Rental property insurance designed for IRA investors
Home and commercial property inspections

SPECIAL DISCOUNTS

Pro membership for BiggerPockets and PassivePockets real estate platforms
Nationwide database of foreclosures, pre-foreclosures, real estate owned properties, and more
Real estate investor software system
Pest control services
Property management services
Note appraisal and valuation

Simplify Investing with Leading-Edge Technology

Easily invest and manage your account on any device with our state-of-the-art online account management system myEQUITY.

Open an account in minutes with a wizard that walks you through the process
Fund your account easily using the Transfer Wizard or set up one-time or recurring ACH payments from a bank account
Complete an investment purchase or sale quickly and easily with real estate, private debt, private equity, or mutual fund investing wizards, as well as online purchase capabilities for all other asset types
Track the status of your investment in real time for full line-of-sight
Pay bills related to your investments and upload invoices if necessary
Manage your account preferences for a personalized experience and bypass the need to call
View statements easily when you need to
Take distributions at any time

What Our Clients Say

Let Us Help You On Your Journey

Start a conversation with a knowledgeable IRA Counselor to learn more about the self-directed investing process and decide whether it’s a fit for you.

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More Investments and Accounts

Investment Options

Discover the potential investment possibilities for your retirement account, including real estate, gold, cryptocurrency, notes, and more.

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Self-Directed Accounts

Learn about the tax-advantaged accounts available and find one that matches your savings goals –from retirement to education to health care savings.

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Let’s talk about your financial future.

Schedule a one-on-one session with an expert alternative investment counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.

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