Mutual Funds, Stocks and ETFs | Equity Trust Company

What are Traditional Assets?

Traditional assets are generally considered stable, long-term investments, and you may already be familiar with many of the investment options.

Mutual Funds

Publicly Traded Stocks

Exchange Traded Funds (ETFs)

Publicly Traded REITs

Public Non-Traded and Private REITs

Securities (Bonds, Treasuries, CDs)

Where Wall Street and Main Street Intersect:
Public and Private Assets in One Account

If you’re interested in opening a self-directed IRA to take advantage of private investment opportunities but don’t want to eliminate traditional investments entirely, there’s good news: it’s possible to hold both public and private investments in the same account at Equity Trust Company.

Equity Trust provides easy, online mutual fund investing with free trades, and ETC Brokerage Services provides a simple solution for integrating stocks, bonds, mutual funds, ETFs, and other public securities into your self-directed account.

Traditional Investments in Your Equity Trust Account:
How to Get Started

Open an Account

If you are investing in assets other than mutual funds, opening an ETC Brokerage account in addition to an Equity Trust Company account will allow you to combine your traditional and alternative assets.

One of our specialized counselors will walk you through the process, or you can do it online with myEQUITY.

Identify Your Investment

Choose your stock, mutual fund, ETF, or other opportunity.

Direct Equity Trust to Fund Your Investment

Most mutual funds can be purchased online using the myEQUITY Mutual Fund Wizard.

For other assets, you can direct your investments by calling ETC Brokerage at 855-673-4721. Visit the brokerage website for more details.

What Equity Trust Clients are Saying About Traditional Investments in a Self-Directed Account

Jennifer S.

Equity Trust Client

“I chose to place some funds in Equity Trust so that I could invest them in real estate. Rather than having the funds just sit idle, I worked with Equity – and for no cost- was able to invest the funds temporarily in mutual funds. The people at Equity are knowledgeable. The online system is easy to use. And, I know I will be able to make the funds grow with a combination of real estate purchases and mutual fund investments.”

Leonard S.

Equity Trust Client

“I’ve been offered similar services by traditional brokerage houses at, no exaggeration, 10 times the cost… This represents an economical and reasonably convenient solution I recommend it highly.”

Thomas L.

Equity Trust Client

“I have traded in mutual funds, stocks, and a real estate transaction. I have had excellent customer service whenever I’ve needed them. The trading platform is very simple to use, making it a joy whether purchasing or selling… My only regret is that I didn’t know about these self-directed IRAs years ago, but I’m happy I finally found out about Equity Trust!”

Why Investors Choose Equity Trust

What are you investing for? Whether your “why” is retirement, healthcare expenses, or a loved one’s education, we make the journey easy with innovative technology and first-class service.

Nearly Limitless Investments, One Account

Traditional financial institutions limit your account to traditional investments. With Equity Trust, you can truly diversify into a range of options including real estate, private entities, cryptocurrency, precious metals, and more, in addition to stocks, bonds, and mutual funds – all in one account.

The Power to Help You Succeed

Our size, expertise, and technology help us ensure that we’re there when you need us most. With more than 400 associates focused on processing over 2 million transactions each year, we work diligently to enhance your experience with us.

Your Direction, Our Support

While you’re in control, rest assured knowing you’re not alone: our knowledgeable, client-focused associates are here to provide dedicated, personalized service from opening your account to assisting you with investment transactions. You can lean on our 50 years of experience in the financial services industry. Talk to a knowledgeable IRA Counselor.

Access to Opportunities That Match Your Goals

Don’t have an investment in mind? Most custodians establish your account and leave you on your own to figure it out. Our WealthBridge portal and Investment District online marketplace enable you to find potential investment opportunities with the click of a button. Start your search

More Self-Directed Investing Education

MUTUAL FUND QUICKSTART GUIDE

What you need to know to quickly and easily invest in mutual funds in your Equity Trust account.

SELF-DIRECTED ACCOUNTS

Browse the tax-advantaged accounts and find one that matches your savings goals- from retirement to education to health care savings.

ETC BROKERAGE SERVICES

Learn more about the simple solution for adding public investments to your Equity Trust Company account.

Ready to Get Started?

Our knowledgeable IRA Counselors can answer your questions about the self-directed investing process and share insight and education about our self-directed accounts to help you decide what options may be best for you.

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Mutual Funds, Stocks, ETFs, and More

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What are Traditional Assets?

Mutual Funds

Publicly Traded Stocks

Exchange Traded Funds (ETFs)

Publicly Traded REITs

Public Non-Traded and Private REITs

Securities (Bonds, Treasuries, CDs)

Where Wall Street and Main Street Intersect: Public and Private Assets in One Account

Traditional Investments in Your Equity Trust Account: How to Get Started

Open an Account

Identify Your Investment

Direct Equity Trust to Fund Your Investment

What Equity Trust Clients are Saying About Traditional Investments in a Self-Directed Account

Jennifer S.

Leonard S.

Thomas L.

Why Investors Choose Equity Trust

Nearly Limitless Investments, One Account

The Power to Help You Succeed

Your Direction, Our Support

Access to Opportunities That Match Your Goals

More Self-Directed Investing Education

MUTUAL FUND QUICKSTART GUIDE

SELF-DIRECTED ACCOUNTS

ETC BROKERAGE SERVICES

Where Wall Street and Main Street Intersect:
Public and Private Assets in One Account

Traditional Investments in Your Equity Trust Account:
How to Get Started