Equity Trust Company Review

Equity Trust is an IRS-approved custodian that helps individuals, businesses, and financial professionals invest in a range of tax-advantaged accounts. It has more than 130,000 customer accounts and partnerships with over 10,000 financial advisors.

They offer clients a robust account management system, online investor community, and wealth-building education to help them diversify their investment portfolios. The company also has extensive experience with alternative assets such as real estate, tax liens, and private equity.

IRA custodian

The IRS requires that all IRA accounts be held with a custodian, which is responsible for ensuring compliance and executing investment requests. A custodian can also provide educational materials, such as whitepapers, webinars and in-person events, to educate IRA owners on self-directed investing options.

When choosing an IRA custodian, you should consider their fee structure, selection of investments and customer service. Fees can include annual maintenance fees, loads (for mutual funds), and commissions charged for trading.

You should also choose a custodian that allows for traditional investments as well as alternative investments, including real estate, notes, tax liens, private businesses and precious metals.

A good custodian should offer a wide range of investing options, low fees and excellent customer service. They should also have a user-friendly website with easy access to information on their fee policies, offerings and management staff.

Precious metals custodian

The Internal Revenue Service (IRS) requires that all IRAs have a custodian who maintains their assets. This can be a bank, a credit union or trust company, or an IRS-approved nonbank custodian.

The custodian should be a trusted and widely regarded company. They should also offer a wide range of storage locations that can include both domestic and international options.

This is important because it ensures that your metals will be stored securely at a secure facility. It also means that they won’t be mixed with other precious metals or melted down into a new alloy.

If you want to invest in precious metals through an IRA, you should choose a custodian that has a history of safety and security. You should also make sure that they offer a wide range of options for your precious metals to be stored in, including both domestic and international ones.

Non-bank custodian

Equity Trust is an IRS-approved custodian that services individual investors and financial professionals. It has over 130,000 customer accounts and partnerships with more than 10,000 financial advisers.

It is a non-bank directed custodian that helps individuals and institutions diversify their investment portfolios by offering alternative assets within tax-advantaged retirement accounts. Its services include custody of real estate, notes, hedge funds, managed futures, gold, and cryptocurrency in various types of accounts including IRAs, Roth IRAs, and 401(k)s.

It also provides asset custody for self-directed IRAs, trusts, and other corporate assets to allow trustees to maintain control over the assets while delegating administrative and accounting responsibilities. Its state-of-the-art desktop and mobile portals make it easy to monitor values and activity as well as aggregate account information with other institutions.

Online account management system

Equity trust company offers a streamlined and user-friendly online account management system that lets you initiate investments, track transactions, check your account balance, pay fees and more. The system also includes a number of helpful guides and FAQs to help you navigate the process.

The software’s core features include intuitive online wizards, a clear line of sight to account data and transactions in process, and around-the-clock access from any device. Its mobile-optimized platform supports a variety of investment types, including precious metals, real estate, private equity and more.

Lucidchart is an intelligent diagramming solution that helps account managers visualize workflows, document client communications, and manage accounts more efficiently. It also lets teams collaborate on account maps and client success plans so that nothing gets lost in the shuffle.