Speak with a Senior Account Executive today:  855-265-4IRA (4472)

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Online Account Management at Equity Trust Company

Equity Trust is a passive 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.

Buying real estate with an IRA has never been faster, easier, or more streamlined. Simply follow the guided investment wizard and – in just a few clicks – initiate your investment from any device. Earnest money can be sent within 1 business day.

myEQUITY Online Bill Pay

Regardless of the assets in your portfolio, myEQUITY Online Bill Pay makes it easy to pay bills and investment expenses without the need to write or mail checks. Funds will be sent to your payee within 1 business day.

myEQUITY Real Estate Wizard

myEQUITY makes it easy for investors and financial professionals to invest and manage their accounts with intuitive online wizards, a clear line of sight to account data and transactions in process and convenient, around-the-clock access from any device.

Opportunity at Your Fingertips

Built upon a foundation of more than 35 years of experience, myEQUITY is an ever-evolving solution designed around the needs of individual investors and financial professionals.

With continuous enhancements to simplify your online experience, you can focus on what’s important and leave the complexity and administrative burden of alternative asset custody to us.

Ongoing education with webinars, workshops, e-book, infographics, reports/guides and more.

Monthly Education

Simple, straightforward annual maintenance fee based on account value.

Value

Investment liaisons and account service teams dedicated to client satisfaction.

Dedicated Service

Continuing enhancements to myEQUITY and the Equity Trust Digital Asset Platform.

Innovation & Technology

A leading custodian with 35 years of experience and approx. $25 billion of assets under custody/administration.

(as of 12/31/18)

Stability & Experience

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

Investment Freedom

We have more than 35 years of experience with self-directed IRAs, 401(k)s, HSAs, and other tax-advantaged plans. See why clients choose Equity Trust Company.

Why Equity Trust Company?

myEQUITY Highlights

Open an account

Not a client of

Equity Trust Company?

Schedule Consultation

Or call (855) 673-4721 to speak with a Senior Account Executive about the benefits of myEQUITY.

Opportunity at Your Fingertips

Enroll TodayLOG IN

Current Clients:

Or call (888) 382-4727 and a Customer Service Representative will walk you through myEQUITY.

Open an account

Not a client of

Equity Trust Company?

Schedule Consultation

Or call (855) 673-4721 to speak with a Senior Account Executive about the benefits of myEQUITY.

Enroll TodayLOG IN

Current Clients:

Or call (888) 382-4727 and a Customer Service Representative will walk you through myEQUITY.

Save Time with Easy Online Wizards

Simply follow each step of the online wizards and use document upload and eSignature options for a fast, easy and paperless transaction.

Funds can be sent from your account by check, wire or ACH in as little as 1 business day.

Clear Line of Sight Keeps You on Track

Quickly view portfolio positions, statements, cash balances and transaction/activity history.

Sort, filter and export for streamlined recordkeeping for all your accounts. 

Track the status of any activity with real-time updates.

Manage and Invest on Your Schedule

Whether at home or on the go, everything you need to manage your Equity Trust Company accounts is available in myEQUITY.

And if you have questions or would like the assistance of a friendly representative, we're only a phone call away.

myEQUITY Features Overview

Easy Access to Account Information

  • Cash Transactions

  • Account Activities

  • Portfolio Positions

  • Asset History

  • Statements

Intuitive Step-by-Step Wizards

  • Account Open

  • Transfer in Cash and/or Assets

  • Real Estate and Private Debt Purchase

  • Digital Currency

  • Bill Pay

  • Distribution

Real-Time Account Updates

  • Activity Notifications

  • Message Center

  • Transaction Status Tracking

Enhanced Technology

  • Document Upload

  • E-Signature

  • Two-Factor Authentication

Streamlined Account Management

  • Update Contact & Security Information

  • Manage Beneficiaries

  • Pay Account Invoices

  • Access Forms and Required Documentation

Resources to Help Along the Way

  • FAQs

  • Checklists

  • Process Overviews

  • In-Site Search

Opportunity at Your Fingertips