Account Types Equity Institutional provides administration services through Equity Trust Company for IRAs and non-retirement custodial accounts:
Individual Retirement Accounts 

  • Traditional and Roth IRAs
  • SEP and SIMPLE IRAs

Custodial Accounts

  • For Individuals, Trusts, Plans and Businesses
  • Non-Retirement Custodial Account Solutions

Institutional Services

  • For Registered Investment Advisors, Broker-Dealers, Banks and Other Financial Service Firms
  • Customized Solutions for Registered Investment Advisors, Broker-Dealers, Banks and Other Financial Service Firms. To discuss customized services, please contact Equity Institutional Services at 855-355-ALTS (2587).
For more information, visit Account Types or Contact Us.