Working with
Equity Trust Company
The Equity Trust Advantage
- Nearly limitless investment options include stocks, bonds, mutual funds, real estate, private entities, cryptocurrency, and more
- Investment District online marketplace helps you locate potential investment opportunities
- State-of-the-art online account management system myEQUITY provides easy, around-the- clock account and investment management capabilities from any device
- More than 45 years of experience in the financial services industry
- Clients from all 50 states have entrusted us to custody over $34 billion in retirement assets (as of 8/31/2021)
- Dedicated representatives provide personal service
- Regular educational and inspirational opportunities include newsletters, webinars, videos, case studies, and more.
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.