Equity Trust Company Review

April 21, 2023

Before we get started with this review, check out our Top 5 Gold Investment Companies List and see if Equity Trust Company made the cut.

Equity Trust Company is an investment company that many investors turn to for assistance with their financial decisions. Whether you’re a beginner or experienced investor, it’s important to get the facts on Equity Trust Company before investing your hard-earned money.

This review should give you some insight into what they have to offer and help you make an informed decision about choosing them as your investment partner.

From fees and services to customer reviews, this comprehensive overview will provide everything you need to know when evaluating Equity Trust Company’s offerings.

We’ll take a look at all of their features so you can decide whether they’re right for your needs and goals.

Read on to learn more!


Equity trust is a company that serves its clients by providing them with investments and other services. They are trusted by their customers because they have experienced employees who know how to handle any financial need someone might have. Their commitment to customer service, as well as the quality of the investments they offer, really sets Equity Trust apart from other companies in this industry.

The products and services offered by Equity Trust allows their clients access to different types of investments like stocks, bonds, mutual funds and more. Not only do they provide these options for investment but also assistance in managing one’s portfolio on an ongoing basis so it can be tailored specifically to meet each individual’s needs. This attention to detail makes investing easier than ever before!

It is clear that Equity Trust Company has something unique going on; not just through the services and products they offer, but also the way those services are provided to customers. A combination of experienced staff coupled with top-notch customer support puts them ahead of competitors when it comes to helping people make wise choices with their money.

Ready to explore what Equity Trust has to offer? Let’s dive into the specifics of their products and services.

Equity Trust Products and Services

I’m curious to know what fees Equity Trust charges and what options they offer when it comes to investing.

Do they have any special services that could help me make the most of my money?

Equity Trust Fees

The fees associated with Equity Trust’s products and services can be a real drag. And while they may not seem like much at first, those storage fees start to add up fast!

That being said, it’s important to remember that you get what you pay for – the peace of mind knowing your assets are safe makes it worth every penny. So don’t let the cost scare you away – make sure to consider all the benefits before making any decisions about whether or not Equity Trust is right for you.

Equity Trust Investment Options

Equity Trust offers a variety of investment options to help you reach your retirement goals.

You can choose from mutual funds, stocks and bonds, or even ETFs – whatever works best for you!

The fees associated with these investments are lower than many other companies out there so you know that your money is going further in the long run.

It’s like getting two birds with one stone; not only do you get access to an array of different investments but also peace of mind knowing that it won’t cost an arm and a leg just to make them happen.

So don’t wait another second – take advantage of Equity Trust’s amazing offerings now and set yourself up for success later on down the road!

Traditional IRA

As the old adage goes, ‘Save for a rainy day,’ and there is no better way to save for your future than with an Equity Trust traditional IRA.

A Traditional IRA from Equity Trust gives you the power to control how and where you invest your retirement savings through self-directed IRAs.

Individuals of any age can benefit from setting up an individual retirement account (IRA) with Equity Trust.

With their specialized knowledge in regards to taxes, regulations, and investments, they make it easy for anyone to get started on their journey towards financial freedom.

Traditional Assets offered by Equity Trust include stocks, bonds, mutual funds, exchange traded funds (ETFs), real estate investment trusts (REITs), annuities, gold & silver coins and bullion, private placements and more; all within one convenient platform.

Their trust services provide investors with a safe environment to store their precious metals as part of their retirement plan or portfolio diversification strategy.

Equity Trust makes it simple to open a Traditional IRA that fits each individual’s unique needs when it comes to planning for retirement.

They offer comprehensive guidance so that everyone can feel confident while investing responsibly in building long-term wealth – without having to worry about taking too much risk or missing out on potential growth opportunities.

By providing access to multiple asset classes under one roof, Equity Trust also eliminates the time consuming process of opening numerous accounts at different institutions just for retirement savings purposes.

Now that’s something worth celebrating!

Ready take the next step? Let’s explore Roth IRAs!

Roth IRA

A Roth IRA is a great way to save for retirement, but it’s important to have the right self-directed IRA custodian so you can make sure your money is safe.

Equity Trust Company has been an industry leader in self-directed IRAs since 1974 and offers different services such as:

  1. Document storage – helping keep all of your documents secure and up-to-date
  2. Coverdell Education Savings Account (ESA) – offering tax advantages when saving for educational expenses
  3. Custodial account options – providing access to alternative investments with no annual fees or setup costs

Equity Trust company also provides help understanding current regulations and compliance issues associated with investing through a self-directed IRA platform, which gives peace of mind that your savings are managed correctly.

With their long history in the self-directed IRA industry, choosing Equity Trust Company makes sense if you want to take advantage of the many benefits offered by an individual retirement account like a Roth IRA.

Now let’s move on to talking about Health Savings Accounts!

Health Savings Account

The Roth IRA was a great way to save for retirement, but what about other types of investments?

Enter the Health Savings Account. Like a Roth IRA, an HSA is also managed by custodians and overseen by investors. It’s perfect for those looking to manage their health care costs while still investing in funds that can be used down the road.

Unlike a traditional savings account or even a Roth IRA, with an HSA you are able to use your money on certain medical expenses like doctor visits or prescription drugs without having to pay taxes on it! If you don’t spend all of your funds within the year, they roll over into next year so nothing goes to waste.

This makes HSAs incredibly appealing because not only do you get tax-free access to medical expenses now, but you’re also saving smartly for later years as well. When considering whether or not an HSA is right for you, think long term – how much money would need to be saved each month to cover potential future medical expenses?

A good rule of thumb is setting aside 10% of any income left after paying bills and putting away some emergency funds too. With careful management and weighing the benefits against disadvantages, one could make this type of investment work for them when done correctly.

Now let’s move onto the Coverdell Education Savings Account…

Coverdell Education Savings Account

A Coverdell Education Savings Account is a great way to invest in your child’s future. It allows clients to save money for college expenses and other educational needs, providing them with the security of knowing their child will have a good education when it’s time.

Equity Trust Company makes setting up a Coverdell account easy, offering client accounts that are conveniently managed online. They also provide client inquiries assistance, helping people find answers to any questions they might have about investing in their children’s educations.

Equity Trust Company is dedicated to ensuring every client has an amazing experience while managing their accounts. They offer analytics tools and resources so clients can stay on top of their investments and make decisions based on the best data available. They handle all the paperwork related to setting up a Coverdell account quickly, allowing you more time to focus on what matters most – your kid!

If you ever run into issues or need help understanding something related to your Coverdell account, just give Equity Trust Company a call. Their customer service team is always ready and willing to assist with any client education needs or troubleshooting requirements. And if anything goes wrong, they’ll be sure take care of it right away – no problem!

Why Put Gold in Your IRA?

It makes sense to put gold in your IRA, because it’s a great way to diversify your investments and get some tax breaks.

Having a bit of gold in your portfolio can help hedge against losses, so you can make sure you’re always making money, no matter what the markets do.

Gold as an Investment

When it comes to investing for retirement, gold is a great option for diversifying your portfolio.

Not only does investing in precious metals like gold offer the potential for higher returns than other asset classes, but many investors also find peace of mind knowing that their investments are backed by physical assets and not just paper money.

With an Equity Trust Company IRA, you can add gold as part of your private placement portfolios, which gives you access to special tax benefits unavailable with most traditional IRAs.

If you choose Gold Level Service from Equity Trust Company, they’ll even help you select and purchase the right coins and bullion products so you don’t have to guess what’s best!

So why wait? Investing in gold could be the key to secure a successful retirement plan – talk to Equity Trust Company today about getting started!

Tax Benefits

Putting gold in your IRA is a great way to diversify and potentially increase returns, but another huge plus for investors is the tax benefits.

Equity Trust Company allows you to access special tax liens unavailable with most traditional IRAs that allow you keep more of your money when it comes time for filing taxes.

Their Gold Level Service helps make sure you select the right coins and bullion products so you don’t miss out on any potential savings.

Investing in gold can be an emotionally rewarding experience, but it’s also important to remember there are real financial advantages as well – talk to Equity Trust Company today about why adding gold to your portfolio could be the best decision you ever made!

How Is Equity Trust Regulated?

State regulations are like the cops of Equity Trust, keeping them in line and ensuring they’re doing the right thing.

Federal regulations are the judges that make sure Equity Trust is staying true to its mission and not overstepping legal boundaries.

State Regulations

From coast to coast, every equity trust company is held to the same standard governed by state regulations. Each state has its own set of guidelines that must be adhered to in order for a business to operate legally and ethically.

These can include minimum capital requirements, customer protection, financial reporting and record keeping standards, all designed to keep our money safe from fraud or abuse. All these rules are in place so we know our investments will thrive under the watchful eye of regulators.

So when you’re considering an investment with an equity trust company, make sure they’re following their respective states’ regulations – otherwise your hard-earned cash could go up in smoke!

Federal Regulations

In addition to state regulations, equity trust companies are also held to a set of federal guidelines.

From legal counsel and client information protection, to the way an equity trust company handles their financials, there’s a whole lot of rules in place so our money stays safe from any wrongdoing or abuse.

These restrictions may be tedious at times but they guarantee that all customer investments will remain secure no matter what – and that’s worth every minute spent ensuring compliance!

How To Open An IRA With Equity Trust

To open an IRA with Equity Trust, you need to meet the eligibility requirements.

These can include things like having a certain amount of income or being a certain age.

Investment options can range from stocks to bonds and even annuities – so it pays to shop around.

Equity Trust’s custodial services make sure your assets are managed and protected – that’s peace of mind you can’t put a price on!

Eligibility Requirements

Opening an IRA with Equity Trust is a great way to get your financial future on the right track.

The eligibility requirements are pretty straightforward; you must be 18 years old or older, have a valid Social Security Number and be able to open a self-directed investment account.

You don’t need any special knowledge or experience in investing to start building wealth through equity trust’s portfolio offerings – it’s as easy as pie!

With so many options available, you can easily find something that fits your unique needs and objectives.

So if you’re ready to take control of your finances, then look no further than Equity Trust for all of your retirement savings goals!

Investment Options

Once you’ve decided to open an IRA with Equity Trust, it’s time to choose your investment options.

With a range of diversified portfolios available, finding the right fit for your needs and goals is easy.

Whether you’re looking to invest in stocks, bonds or mutual funds – there’s something for everyone!

And if that wasn’t enough, Equity Trust also offers access to alternative investments such as real estate and private equity.

So whether you’re a seasoned investor or just starting out, you can make sure your portfolio has the perfect mix of assets to get the most out of your retirement savings.

Now all that’s left is choosing where to put your money – but with so many great options available at Equity Trust, that won’t be a problem!

Custodial Services

Equity Trust doesn’t just stop there – they also provide top-notch customer service! With their custodial services, you can access help anytime you need it and get answers to any of your questions.

They understand that investing in an IRA isn’t always easy so they make sure to give personalized attention to each individual account holder. Whether you’re a first time investor or a seasoned pro, Equity Trust is ready to be your guide every step of the way – from opening the account to managing withdrawals when its time for retirement.

So if you want someone who will take care of all the little details while keeping you informed along the way, Equity Trust has got your back!

What Are Alternative Investment Options?

Let’s talk about the different types of alternative investments we could consider.

From hedge funds to cryptocurrencies, there are plenty of options out there.

We could even invest in some cool stuff like art or collector’s items if we wanted!

But let’s not forget about more traditional options like real estate and natural resources.

Investing in venture capital and peer-to-peer lending might be worth a shot too.

Hedge Funds

Hedge funds are one of the most popular alternative investments out there. They’re a great way to diversify your portfolio and make some serious money if you know what you’re doing.

But it’s important to remember that they can also be risky, so having an experienced financial advisor on board is key to making sure you get the best returns possible.

Hedge funds have become increasingly popular in recent years due to their potential for high gains with relatively low costs – but only if used correctly! Make sure you understand all the risks involved before getting into any hedge fund investment and consult with a qualified expert first.

That being said, when done right, investing in hedge funds can really pay off big time!

Private Equity

Investing in hedge funds can be great, but there’s another option if you want to diversify even further: private equity.

It involves investing in the ownership of a business or an asset that isn’t publicly traded on any stock exchange.

This asset class is usually only available to financial professionals and those with deep pockets, so it’s not always accessible for everyone.

But if you have the means and know-how, then it could really pay off as part of your alternative investment portfolio!

Private equity offers some unique opportunities compared to other alternative asset classes – just make sure you understand all the risks involved before taking the plunge.

What Are Prohibited Transactions In An IRA?

Direct self-dealing is a big no-no when it comes to IRAs. Essentially, it’s like using your retirement account to buy something for yourself — it just doesn’t fly.

On the other hand, there are certain investments that are completely off-limits with IRAs, like collectibles and life insurance contracts.

It’s important to know these rules to make sure you don’t put your nest egg in jeopardy.

Direct Self-Dealing

When it comes to self-dealing, one of the biggest no-nos when dealing with an equity trust company is doing business with oneself.

This means that you cannot buy or sell anything for yourself using your own IRA funds; otherwise, you can be hit with a hefty penalty from the IRS.

Basically, if there’s any kind of transaction between you and your IRA account, it’s not allowed!

You need to make sure all transactions are done through a third party in order to avoid running into this issue–especially because the consequences will cost you big time!

So remember: don’t get caught up in self-dealing schemes as they won’t do anyone any good.

It’s best just to steer clear altogether so you can stay out of trouble and keep enjoying the benefits of investing with an equity trust company.

Prohibited Investments

Now that we know what self-dealing is and why it’s not allowed, let’s talk about another big no-no when investing with an equity trust company: prohibited investments.

These are certain types of investments the IRS doesn’t allow you to make using your IRA funds because they could end up negatively impacting your investment reviews or worse–costing you a lot of money in penalties!

Examples include things like life insurance policies, collectibles, S-corporations, and other forms of property.

So if you want to stay on the right side of the law, stick to approved investments only; otherwise, you may be in for some serious trouble down the road.

Why Investors Choose Equity Trust

Tax benefits are a major reason why investors choose Equity Trust.

With a variety of options, it’s a breeze to find the one that suits your needs for the biggest bang for your buck.

Simplicity is also key; with their user-friendly platform, you don’t need a PhD in finance to understand it all.

Tax Benefits

Investing in Equity Trust can be a great way to maximize your return on investment while also taking advantage of some awesome tax benefits.

Whether you’re investing in an estate or just looking for ways to increase the value of your investment property, working with Equity Trust provides numerous opportunities to improve your financial situation.

They make it easy and straightforward to take deductions, save money now and down the road, and keep more of what you earn.

Their team is always available to answer questions and provide guidance – so you know you’ll get the most out of any transaction.

Their approach ensures everything will run smoothly as they handle all the details from start to finish.

So if you want to reap the rewards that come along with smart investments without all the headaches, consider giving Equity Trust Company a try!


Equity Trust Company is the perfect choice for investors looking to keep things simple.

With easy-to-understand account access, they make it a breeze to track your assets and transactions without all the hassle of dealing with paperwork or complicated financial jargon.

Their client account access system provides an efficient way to manage money from any device – so you can check in on how your investments are doing anytime, anywhere!

That kind of convenience means more time for other important things like playing video games or going out with friends.

Equity Trust Company takes away the stress and lets investors enjoy life’s simpler pleasures.

Equity Trust Staff

When it comes to the staff at Equity Trust Company, they are usually well-equipped with training and resources to provide customers with investment advice and opportunities.

On top of this, their customer service team is often friendly and helpful, and they strive to make clients feel welcome. Equity Trust Company is reliable and responsive when it comes to phone calls and emails from customers.

Overall, the staff at Equity Trust Company are knowledgeable and offer helpful services to their customers. With this in mind, customers can trust that Equity Trust Company will provide quality advice and service when it comes to investment opportunities. Moving forward into Equity Trust reviews…

Equity Trust Reviews

Equity Trust Company has an awesome reputation when it comes to custody services. They have a great team of professionals who know how to handle client accounts with ease and security. They offer unbeatable customer service that makes the whole experience as pleasant as possible for their clients.

With assets under management reaching over $6 billion, Equity Trust is no joke! Using this company means you get your assets handled by some of the best in the business. Their years of expertise have earned them top reviews from financial advisors and customers alike. Customers feel secure knowing their accounts are being taken care of properly, making sure all transactions go smoothly without any hiccups or red flags popping up along the way.

Fortunately, people don’t need to worry about anything when choosing Equity Trust as their custodian – no matter what type of asset is involved. All factors considered, this company provides one of safest and most reliable experiences around, leaving customers feeling confident in their choice every step of the way.

And now that we’ve discussed equity trust company reviews let’s move on to talking about IRA withdrawal rules.

IRA Withdrawal Rules

Have you ever thought about what Equity Trust Company can do for your assets? It’s a great option to consider when it comes to investment selection and private placement. As an IRS-approved custodian, the company is responsible for protecting client assets in accordance with certain rules.

Here’s a closer look at IRA withdrawal regulations that apply. When making withdrawals from an IRA account, clients are required to follow specific guidelines set forth by the Internal Revenue Service (IRS). Generally speaking, individuals must keep working until age 59 ½ before they can receive distributions without penalty. But if someone needs access to funds before then, there are still options available – such as taking out loans or hardship withdrawals. And of course, taxes will be applicable on any money withdrawn from the account prior to retirement age.

Equity Trust Company allows clients full control over their investments and provides clear information regarding IRAs and other accounts – so potential investors know exactly what fees may apply and how much tax liability could arise from planned transactions. Withdrawing money can get complicated, but having a trusted partner like this firm makes the process smoother and easier to understand.

Bottom line: equity trust is one of the best ways to manage your finances responsibly while supporting long-term financial wellness goals!


Equity Trust provides investors with a range of options to help them save for retirement or other financial needs. It offers traditional and Roth IRAs as well as Health Savings Accounts. The staff is knowledgeable and ready to answer any questions about the services they offer.

I’ve heard great reviews from other people who have used their services, so if you’re looking for an excellent place to invest your money, definitely consider Equity Trust!

Having access to IRA withdrawal rules gives me peace of mind that my investments are in good hands. With all these benefits combined, it’s no wonder why more and more people are choosing Equity Trust as their go-to investment provider.