Equity Trust Company

Equity Trust's mission is to inspire, educate, and support investors to achieve more. With an Equity Trust account, investment possibilities are nearly limitless, from stocks and mutual funds to real estate, notes, private entities, cryptocurrency, and more -- all through a single custodian.

We deliver a simplified investment experience through innovative technology and first-class service, achieved through an unmatched 50 years as an industry-leading custodian of tax-advantaged accounts. We have clients from all 50 states that have entrusted us to be the administrator of over $45 billion in retirement assets.*

Equity Trust is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

*as of 1/25/24