Administration/Custodial Services

Equity Institutional provides administration and custodial services for IRAs and non-qualified custodial accounts:

Individual Retirement Accounts

  • Traditional and Roth IRAs
  • Rollover IRAs
  • SEP and SIMPLE IRAs

Health and Education Savings Accounts

  • Coverdell Education Savings Account (CESA)
  • Health Savings Account (HSA)
Custodial Accounts
  • For Individuals, Trusts, Plans and Businesses
  • Non-Qualified Custodial Account Solutions
Institutional Services
  • 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).