In observance of Thanksgiving, our offices will be closed November 28 – 29, 2024. We will resume regular business hours on Monday, December 2.
Clients can visit myEQUITY at any time to see status updates, submit new requests, and receive up-to-date information regarding accounts.

Notice: Be vigilant of potential scam callers impersonating Equity Trust employees. Learn More.

If you are a current Midland Trust client, please click here to log in to your account. Looking for account resources? Click here.

View All

Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
Search in posts
Search in pages
Filter by Categories
Cryptocurrency Investing
ETC News
Featured Your Story
Investor Insights Blog
Managing Your Account
News and Trends
Precious Metals Investing
Private Equity and Entity Investing
Promissory Note Investing
Real Estate
Real Estate Checkbook IRA LLC
Real Life Examples
Roth IRA
Self-Directed IRA Concepts
Small Business Plans
Tax Insights
Tax-Advantaged Accounts
Uncategorized

Latest Media

Equity Trust Company Launches a Single-Platform Self-Directed IRA for Alternatives, Traditional Assets

Universal IRA aims to eliminate the need for investors to manage multiple self-directed portfolios to access alternatives.

Equity Trust’s George Sullivan announced as new Heart Walk Chair

The American Heart Association’s Greater Cleveland Heart Walk raises critical funds for research and overall health and well-being.

Equity Trust Company Named Best Overall Self-Directed IRA Company of 2024

From Investopedia: “Equity Trust has forged the right combination of experience, investment capabilities, and customer focus to stand out as the best overall SDIRA company.”

John Bowens Discusses Self-Directed IRAs on ThriveLouD Podcast

John appeared on Lou Diamond’s podcast to discuss this powerful wealth-building tool.

Think Realty Podcast Talks Real Estate in an IRA

John Bowens joined the podcast to talk through the details of using an IRA to invest in real estate.>

Equity Trust CEO George Sullivan Receives Northeast Ohio Smart 50 Award

Smart Business magazine recognized George Sullivan among the region’s top leadership for a second straight year.

Benzinga TV Welcomes John Bowens to Talk About Alternative Investments in an IRA

Our Director, Head of Education and Investor Success discusses the basics of self-directed IRAs.

John Bowens Discusses Pros and Cons of Real Estate Investing with an IRA on Passive Real Estate Investing Podcast 

John spoke with Marco Santarelli about how investors snowball their IRA balances with real estate and other investments.

Rich Dad Radio Show Hosts Equity Trust’s Jeff Desich, John Bowens to Discuss the Self-Directed IRA

Bowens and Desich talked about the pros and cons of this wealth-building strategy with Robert Kiyosaki, bestselling author of “Rich Dad Poor Dad,” as well as Kim Kiyosaki and Tom Wheelwright.

Equity Trust CEO George Sullivan Named a 2022 Notables in Finance Honoree

Crain’s Cleveland Business named George Sullivan to the list of notable Northeast Ohio professionals in finance.

Equity Trust Named to U.S. News & World Report’s List of 7 Best IRAs for 2021

“The best IRA companies make it easy to open an account and start saving for retirement,” the article says. Of the seven companies listed, Equity Trust is the lone self-directed IRA custodian.

Equity Trust Co.’s George Sullivan On Finding Opportunity In Disruption

CEO George Sullivan joined the Smart Business Dealmakers Podcast to discuss the potential advantages to alternative assets – not just during turbulent times, but in any market.

Alternative Assets and Private Markets

Equity Trust Company CEO George Sullivan shares in Crain’s Cleveland Business why investors should consider adding private investing to their portfolios.

Press Releases

2024

2023

2022

2021

2020

Awards

2024

  • Best Overall Self-Directed IRA Company of 2024 – Equity Trust tops the financial publication’s list of best self-directed IRA custodians for a fifth straight year. Investopedia.com
  • Best Self-Directed IRA for Private Equity 2024 – Chosen by Forbes Advisor. Forbes.com
  • Best Self-Directed IRA for Precious Metals 2024 – Chosen by Forbes Advisor. Forbes.com
  • Northeast Ohio Smart 50 Award Smart Business magazine named Equity Trust CEO George Sullivan among the region’s top leadership for a fourth straight year. sbnonline.com
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio Recognized by ERC for the 11th time as one of 99 great Northeast Ohio workplaces for top talent. northcoast99.org

2023

  • Best Overall Self-Directed IRA Company of 2023 – Investopedia.com
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio northcoast99.org
  • Northeast Ohio Smart 50 Award Presented to Equity Trust CEO George Sullivan.  sbnonline.com

2022

  • Cigna Well-Being Award for Honorable Culture of Well-Being
  • Northeast Ohio Smart 50 Award Presented to Equity Trust CEO George Sullivan.
  • Notables in Finance 2022 – Equity Trust CEO George Sullivan was named a Crain’s Cleveland Business 2022 Notables in Finance honoree. Crainscleveland.com
  • Best Overall Self-Directed IRA Company of 2022 – Investopedia
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio

2021

  • Northeast Ohio Smart 50 Award Presented to Equity Trust CEO George Sullivan.
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio
  • Best Overall Self-Directed IRA Company of 2021 – Investopedia
  • Healthy Workplace Practices Gold Award Winner 

2020

  • Best Overall Self-Directed IRA Company of 2020 – Investopedia
  • Healthy Workplace Practices Platinum Award Winner
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio

In the News

Latest Media

Equity Trust Company Launches a Single-Platform Self-Directed IRA for Alternatives, Traditional Assets

Universal IRA aims to eliminate the need for investors to manage multiple self-directed portfolios to access alternatives.

Equity Trust’s George Sullivan announced as new Heart Walk Chair

The American Heart Association’s Greater Cleveland Heart Walk raises critical funds for research and overall health and well-being.

Equity Trust Company Named Best Overall Self-Directed IRA Company of 2024

From Investopedia: “Equity Trust has forged the right combination of experience, investment capabilities, and customer focus to stand out as the best overall SDIRA company.”

John Bowens Discusses Self-Directed IRAs on ThriveLouD Podcast

John appeared on Lou Diamond’s podcast to discuss this powerful wealth-building tool.

Think Realty Podcast Talks Real Estate in an IRA

John Bowens joined the podcast to talk through the details of using an IRA to invest in real estate.>

Equity Trust CEO George Sullivan Receives Northeast Ohio Smart 50 Award

Smart Business magazine recognized George Sullivan among the region’s top leadership for a second straight year.

Benzinga TV Welcomes John Bowens to Talk About Alternative Investments in an IRA

Our Director, Head of Education and Investor Success discusses the basics of self-directed IRAs.

John Bowens Discusses Pros and Cons of Real Estate Investing with an IRA on Passive Real Estate Investing Podcast 

John spoke with Marco Santarelli about how investors snowball their IRA balances with real estate and other investments.

Rich Dad Radio Show Hosts Equity Trust’s Jeff Desich, John Bowens to Discuss the Self-Directed IRA

Bowens and Desich talked about the pros and cons of this wealth-building strategy with Robert Kiyosaki, bestselling author of “Rich Dad Poor Dad,” as well as Kim Kiyosaki and Tom Wheelwright.

Equity Trust CEO George Sullivan Named a 2022 Notables in Finance Honoree

Crain’s Cleveland Business named George Sullivan to the list of notable Northeast Ohio professionals in finance.

Equity Trust Named to U.S. News & World Report’s List of 7 Best IRAs for 2021

“The best IRA companies make it easy to open an account and start saving for retirement,” the article says. Of the seven companies listed, Equity Trust is the lone self-directed IRA custodian.

Equity Trust Co.’s George Sullivan On Finding Opportunity In Disruption

CEO George Sullivan joined the Smart Business Dealmakers Podcast to discuss the potential advantages to alternative assets – not just during turbulent times, but in any market.

Alternative Assets and Private Markets

Equity Trust Company CEO George Sullivan shares in Crain’s Cleveland Business why investors should consider adding private investing to their portfolios.

Press Releases

Press Releases

2024

2023

2022

2021

2020

Awards

Awards

2024

  • Best Overall Self-Directed IRA Company of 2024 – Equity Trust tops the financial publication’s list of best self-directed IRA custodians for a fifth straight year. Investopedia.com
  • Best Self-Directed IRA for Private Equity 2024 – Chosen by Forbes Advisor. Forbes.com
  • Best Self-Directed IRA for Precious Metals 2024 – Chosen by Forbes Advisor. Forbes.com
  • Northeast Ohio Smart 50 Award Smart Business magazine named Equity Trust CEO George Sullivan among the region’s top leadership for a fourth straight year. sbnonline.com
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio Recognized by ERC for the 11th time as one of 99 great Northeast Ohio workplaces for top talent. northcoast99.org

2023

  • Best Overall Self-Directed IRA Company of 2023 – Investopedia.com
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio northcoast99.org
  • Northeast Ohio Smart 50 Award Presented to Equity Trust CEO George Sullivan.  sbnonline.com

2022

  • Cigna Well-Being Award for Honorable Culture of Well-Being
  • Northeast Ohio Smart 50 Award Presented to Equity Trust CEO George Sullivan.
  • Notables in Finance 2022 – Equity Trust CEO George Sullivan was named a Crain’s Cleveland Business 2022 Notables in Finance honoree. Crainscleveland.com
  • Best Overall Self-Directed IRA Company of 2022 – Investopedia
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio

2021

  • Northeast Ohio Smart 50 Award Presented to Equity Trust CEO George Sullivan.
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio
  • Best Overall Self-Directed IRA Company of 2021 – Investopedia
  • Healthy Workplace Practices Gold Award Winner 

2020

  • Best Overall Self-Directed IRA Company of 2020 – Investopedia
  • Healthy Workplace Practices Platinum Award Winner
  • ERC’s NorthCoast 99 – Top 99 Workplaces in Northeast Ohio

Let’s talk about your financial future.

Schedule a one-on-one session with a knowledgeable IRA 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.

Name*
This field is for validation purposes and should be left unchanged.

By entering your information and clicking Start a Conversation, you consent to receive reoccurring automated marketing emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive emails from Equity Trust and seek information, contact us at 855-233-4382.