Equity Trust Login – myEQUITY

Log into myEQUITY, Equity Trust’s account management system to initiate investments, track a transaction, check your account balance, pay bills, and more – all online.

First time logging into myEQUITY? Access this guide for step-by-step login instructions

Need more myEQUITY help? View these Frequently Asked Questions

FAQ and How-To Guides

Questions on managing your account or making a transaction? See our helpful videos and PDFs.

[PDF] myEQUITY Quarterly Statement Guide

[PDF] Required Minimum Distributions in a Self-Directed IRA FAQ

[PDF] Beneficiary Options & Election Requirements Guide

[Video] How to Title Investments in a Self-Directed Account

[Video] Precious Metals: Investment Purchase and Logging into myEQUITY

[Video] Fair Market Valuation: Updating the Value of Alternative Assets in an IRA

Have other questions? See our full list of FAQ and how-to guides.

Tenant and Borrower Payments

If you’re a tenant or borrower of an Equity Trust account holder, you can make a payment online.

Questions about submitting payments with a deposit coupon? Read this guide.

Forms

Forms for investments and other transactions can be found here.

Want a faster, easier way to manage your Equity Trust account? Log into myEQUITY and complete your request online!

Investment Orientation Guides

Guides that walk you through the real estate, private debt, and private equity investment processes at Equity Trust.

Access Real Estate Investing Orientation Guide

Access Notes/Private Debt Investing Orientation Guide

Access Private Equity Investing Orientation Guide

Pay Your Invoice

Pay your Equity Trust Annual Maintenance Fee or other fees online via ACH.

You can also pay Equity Trust fees with cash in your account or by credit card by logging into myEQUITY.

Questions about paying your invoice? See our Billing Frequently Asked Questions.

Investing Inspiration: Your Stories

Read and view case studies from fellow clients who are making a difference in their communities and families with their self-directed investing.

Contribution Limits

Find out how much you can contribute to your accounts.

Referral Incentive Program

Receive a $100 Mastercard gift card for each new account that’s opened using your unique referral code – you could earn up to $500 per year in gift cards!

Fraud and Scam Awareness

A list of helpful governmental and industry resources to help you combat fraud as a self-directed investor.