Broker Dealers

Equity Trust Company is a passive IRA Custodian.  We don’t provide investment advice, nor will we compete with you for your clients’ business.  

Instead, we’ve created a simple, efficient platform to help you manage your client accounts.  Aggregated data and a portfolio-level overview of all accounts will be at your fingertips with our myEQUITY account visibility platform, along with an experienced service team.  Our relationship management group understands your business needs and can act as a resource, supplying solutions tailored to your needs.
Equity Trust can support custodial solutions for a wide variety of alternative assets in a number of asset classes. Click here to learn more.