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855-355-ALTS (2587)

Advisors

Equity Institutional is a passive IRA Custodian.  

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.

As a qualified custodian, Equity Trust can also provide the custodial solutions, reporting, and expertise you need in a wide variety of alternative asset classes. Click here to learn more about our Investment Options.

Advantages for RIAs:

  • You will have a dedicated Relationship Manager for all of your needs
  • Real- time aggregated online account access that lets you view the status and transaction processing of your IRA accounts
  • Institutional pricing that provides reduced IRA fees for you and/or your clients
  • Working with an established, recognized industry leader that understands your investment products

Advantages for your Clients:

  • No transaction fees for publicly-registered investments – a huge savings compared to fees charged by some clearing firms
  • Near 24/7 online account access via Institutional eVANTAGE  offers real-time status
  • Ability to handle dividend reinvestments or cash payments paid by you or your transfer agent
  • Flexible distribution schedules when an investor needs to begin withdrawals from the IRA
  • Ability to handle dividend reinvestments or dividend payments paid by the investment
  • Flexibility to direct cash dividends to another investment held within the IRA


Additional Information