Discover Equity Trust, a leading name in finance, offering diverse services tailored to individual investors. Explore our range of offerings, from self-directed IRAs to alternative investments. Uncover the opportunities and advantages we bring to the table in this overview of our comprehensive capabilities.
Key Takeaways:
- Equity Trust offers a range of services and investment options, including self-directed IRA custodian services, various investment options, and account support services with trained advisors.
Customer reviews show a mix of positive experiences such as fast service and positive Glassdoor employee reviews, as well as negative experiences including difficulties working with the company and complaints filed with the Better Business Bureau.
Equity Trust Overview
Background and History
Equity Trust is a renowned custodian that specializes in self-directed IRAs. They allow clients to diversify their retirement portfolios with several alternative assets. Equity Trust offers tools for investigating non-traditional investments, such as real estate and digital assets while taking advantage of the tax benefits of an IRA.
Equity Trust is more than simply a custodian; it provides a gateway to a world of investing opportunities outside of traditional financial markets.
Equity Trust, founded on innovation, honesty, and excellence, has established itself as a leading provider of self-directed IRA services. Equity Trust has developed from humble beginnings to an industry giant, handling billions of dollars in assets with a reputation for trust and success.
How Equity Trust Works
Equity Trust streamlines self-directed investing, removing barriers between investors and alternative assets. Their intuitive approach, backed by a strong online platform and expert team, guides clients through account opening, investment selection, and portfolio management. Whether rolling over a retirement account or starting anew, Equity Trust ensures compliance and maximizes investment potential at every turn.
Open a Retirement or Savings Account
Beginning your investment journey with Equity Trust is a breeze, ensuring a seamless experience from start to finish. Whether you lean towards personalized guidance from a dedicated advisor or the ease of online setup via myEQUITY, we tailor the process to suit your needs. Our goal is to make your initial steps effortless and efficient, empowering you to embark on your investment endeavors with confidence.
Fund Your Account
Equity Trust provides a range of flexible funding solutions, such as rollovers, transfers, and contributions, tailored to suit your investment objectives. Our dedicated specialists guide you through the intricacies of funding, ensuring a smooth transition of funds into your new self-directed IRA.
Investment Selection
Equity Trust gives you complete control over your investments. The company’s online investment wizards, along with customized support from educated professionals, allow you to choose from a practically endless selection of alternative assets.
Pros and Cons
Pros:
- A diverse range of alternative investment alternatives, including real estate, digital assets, and precious metals.
- MyEQUITY is a user-friendly web platform for seamless account administration.
- Comprehensive educational tools to help investors at every stage.
- All-inclusive charge structure with no hidden fees.
- Strong emphasis on security through insured and regulated custody services.
- Access to exclusive investment possibilities via the Investment District marketplace.
Cons
- There are no check-writing services.
- There is a limited amount of personalized guidance.
- Customer reviews on platforms like Yelp are mainly positive. However, there have been some bad complaints about issues encountered during interactions with Equity Trust.
- Fee structures can be complex and may be greater than those of some competitors.
- Some people may find the emphasis on alternative investing overwhelming or outside of their comfort zone.
- Limited automated investment alternatives necessitate a more hands-on approach from investors.
Equity Trust Services and Offerings
Self-Directed IRA Custodian
Equity Trust plays a pivotal role as a premier service provider for self-directed IRA custodians, empowering investors with autonomy over their retirement funds. Offering a diverse range of alternative investment avenues including real estate, precious metals, and private equity, Equity Trust enables individuals to tailor their investment portfolios to align with their financial goals and preferences.
In addition to its expansive investment options, Equity Trust provides comprehensive account support services and access to qualified advisors who assist clients in navigating the complexities of self-directed investing. These advisors offer personalized guidance and expertise to help clients make informed decisions that optimize their retirement strategies.
With a commitment to transparency and affordability, Equity Trust offers competitive fees and robust support, making it an attractive choice for individuals seeking to take control of their retirement savings and actively manage their financial future.
Investment Options
Equity Trust offers a comprehensive array of investment opportunities, enabling investors to tailor their portfolios to align with their financial objectives. With a wide selection including stocks, bonds, real estate, and more, investors have ample choices to diversify and optimize their investments. When considering investment options, factors such as risk tolerance, investment horizon, and expected returns should be carefully weighed.
At Equity Trust, investors are empowered with the resources they need to make informed decisions. Through thorough research, expert guidance, and accessible tools, investors can navigate the complexities of investing with confidence. Additionally, Equity Trust is dedicated to regularly updating and expanding its investment offerings to ensure access to the latest market opportunities.
Whether investors lean towards conservative or aggressive strategies, Equity Trust caters to a spectrum of investment preferences. With a commitment to providing options that suit all types of investors, Equity Trust enables individuals to build portfolios that reflect their unique financial goals and risk profiles.
Account Support Services and Trained Advisors
Equity Trust provides comprehensive support and guidance for self-directed IRA custodianship. With trained advisors and account support services, clients receive assistance in setting up and managing their IRAs, along with tailored financial advice. Educational resources and market research tools empower clients to make informed investment decisions. However, it’s worth noting that Equity Trust does not offer check-writing services, and while advisors offer general guidance, they don’t provide personalized advice for individual circumstances.
Equity Trust Features
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Embracing Investment Diversity
Equity Trust takes pride in offering a wide array of alternative investment options, catering to diverse investor preferences. From real estate to digital assets, we provide opportunities for portfolio diversification within the tax-advantaged IRA framework, allowing investors to explore various avenues for potential growth.
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Empowering Through Technology
Our myEQUITY online platform has transformed the management of self-directed IRAs, placing control in the hands of investors. With user-friendly investment wizards and comprehensive account management tools, myEQUITY ensures a seamless and transparent experience for every transaction, from funding to asset acquisition.
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Guiding Investors with Personalized Care
At Equity Trust, we believe in empowering investors through education and personalized support. Our team of alternative investment counselors offers one-on-one sessions, delivering tailored advice and insights to help navigate the complexities of alternative investments. We approach each interaction with humility, recognizing the unique needs and goals of every investor we serve.
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Unlocking Exclusive Opportunities
Through our Investment District, Equity Trust provides access to a curated selection of investment opportunities. This unique online marketplace connects investors with exclusive assets, expanding the horizons for portfolio diversification. We humbly invite investors to explore these opportunities and discover potential avenues for growth and financial stability.
Customer Reviews and Reputation
Positive Yelp Reviews and Fast Service
- Earned positive Yelp reviews for fast service.
- Customers appreciate quick access to accounts and transactions.
- Efficient handling of paperwork and investments.
- Online platform for easy account management.
Negative Yelp Reviews and Difficulties
- Criticism on Yelp for slow response times and unhelpful staff.
- Some customers express dissatisfaction with communication.
Positive Glassdoor Reviews
- Positive feedback on Glassdoor regarding benefits and work environment.
- Competitive compensation packages.
- Supportive atmosphere and work-life balance.
Negative Glassdoor Employee Reviews
- Discontent with management and communication.
- Concerns about work-life balance and career progression.
- Complaints about compensation and corporate culture.
Complaints Filed with Better Business Bureau
- Some customers are dissatisfied with customer support and fees.
- Issues with fund transfers and personalized advice.
- Complaints make up a minority of the customer base.
Final Thoughts About Equity Trust
Equity Trust revolutionizes retirement investing, merging alternative assets with traditional options to offer investors a vast array of opportunities. Through cutting-edge technology, tailored assistance, and a dedication to educating investors, Equity Trust is a leader in the self-directed IRA sector.
Whether you’re a novice in alternative investments or a seasoned investor aiming to broaden your portfolio, Equity Trust provides the guidance, tools, and knowledge to realize your financial objectives. Join Equity Trust now to unleash the complete potential of your retirement funds.
Frequently Asked Questions:
Would it be possible for me to transfer my current IRA to Equity Trust?
Certainly! You have the option to transfer or rollover your current IRA to an Equity Trust self-directed IRA without facing taxes or penalties.
What sorts of investments are permissible with an Equity Trust self-directed IRA?
Equity Trust permits investments in a broad array of alternative assets, such as real estate, digital assets, precious metals, private equity, and more.
Can I trust that my investment with Equity Trust is secure?
Absolutely. Equity Trust is a regulated trust company, subject to audits and stringent security protocols to safeguard your investments.
Am I able to manage my Equity Trust account online?
Certainly. The myEQUITY platform provides comprehensive online account management, enabling you to invest, monitor, and oversee your account from any device.
What are the regulations concerning withdrawals from an IRA?
For self-directed IRA funds without penalties, it’s advisable to wait until reaching 59 ½ years of age or older. Roth IRA accounts must be at least five years old for withdrawals free of penalties.
Traditional, solo 01k, SIMPLE, or SEP accounts necessitate minimum distributions after the age of 72, calculated based on life expectancy.