Let's Talk About Your Financial Future

Schedule a one-on-one session with an expert alternative investment counselor. We're here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.

*Referral program offer is non-transferable. Current clients only. To receive the referral bonus: 1) you must share the unique application link; 2) a recipient must use the unique application link to open a new account; and 3) the new account must be funded with contributed or deposited money. Referred account(s) must be opened using the referral application link to qualify. Prior referrals or accounts that are opened without the use of the unique referral application link do not qualify for the referral bonus. Additional accounts opened by you do not qualify for the referral bonus. For each qualifying referral that opens and funds an account according to the referral program requirements, a VISA virtual gift card will be issued to your email address on record within 12 weeks of the requirement being met. The VISA gift card value will be $100 for each qualifying referral, up to $500 per calendar year. The referral program may be changed or discontinued at any time.

Grow Wealth Your Way

Whether you’re saving for retirement, healthcare expenses, or a loved one’s education, we make the journey easy with innovative technology and first-class service.

1 Equity Way  |  Westlake, OH 44145
(855) 233-4382

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust 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. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a
custodian in 1983. **Assets under custody as of 6/30/2023.

©2023 Equity Trust®. All Rights Reserved.

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