Equity Institutional provides administration and custodial services for IRAs and non-qualified custodial accounts:
Individual Retirement Accounts
Traditional and Roth IRAs
SEP and SIMPLE IRAs
Health and Education Savings Accounts
Coverdell Education Savings Account (CESA)
Health Savings Account (HSA)
For Individuals, Trusts, Plans and Businesses
Non-Qualified Custodial Account Solutions
For Registered Investment Advisors, Mutual Fund Companies, Banks and Other Financial Service Firms
Customized Custodial Solutions for Registered Investment Advisors, Mutual Fund Companies, Banks and Other Financial Service Firms
To discuss customized institutional services, please contact IRA Services at IRAservices@EquityInstitutional.com or call 855-355-ALTS (2587).
What types of IRAs do you offer?
What types of Custodial Accounts do you offer?
The Equity Institutional Flex IRA provides you with maximum flexibility in asset diversification.