Ready to Take Your Investing to the Next Level?

Enhanced Service and Education Available with GOLD Level Service

Equity Trust is committed to continually enhancing our clients’ investing experience. From the beginning we have put the customer first.

In response to requests for further education and to “get to the front of the line” with investment processing, we have developed our GOLD Level Service program. This program offers additional education and service benefits for our most ambitious clients.

Whether you are looking for further education about self-directed IRAs or priority processing for your investments, our GOLD Level Service program has something for you.

The same customer service, that our clients have come to know and expect for 40 years, serves as a base for this exclusive program.

In addition to our everyday First Class Service, GOLD Level Service members receive:

Education and Networking
  • FREE admission to one Equity University Wealth-Building Workshop in the city of your choice and FREE educational products for attending
  • FREE "Snapshot of Self-Directed Investing" Digital Download
  • FREE Proven Wealth Building Secrets book by Dick Desich
Move to the front of the line
  • Priority handling in standard and expedited processing
  • Two FREE expedited processing certificates every year
  • Two FREE Wire Certificates every year
  • Dedicated toll-free number to the highly experienced GOLD Level Service Team
You can also speak directly with a Self-Directed IRA Specialist about upgrading your account by dialing 1-888-382-4727.