Self-Directed Investment Options

Welcome to a new world of possibilities for your IRA or other retirement account

Explore Nearly Limitless Investment Options

A self-directed account enables you to diversify into alternative assets that have historically outperformed traditional investments, while allowing you to maintain your desired mix of traditional and alternative assets. Talk to an IRA Counselor and discover the many self-directed IRA investment options.

Real Estate

Investments can include residential rentals, fix-and-flips, commercial properties, land development, and much more.

Promissory Notes

An opportunity to loan funds from your account, with the potential for passive, tax-advantaged income.

Private Equity

Enables you to buy into private companies for potentially significant profits, while securing your financial future.

Cryptocurrency

An alternative to traditional currencies. Potential benefits include decentralization, market independence, anonymity, security, and more.

Precious Metals

Not tied to the public market performance; has fared well against inflation and economic uncertainty.

Mutual Funds, Stocks, ETFs, and More

It’s possible to hold public and private investments in the same Equity Trust account.

Trading Accounts/Foreign Currency

Attractive to investors because of the ease of money movement and market availability.

Other Alternative Investments

If you can imagine it, you can probably hold in It in your retirement account.

Dive Into Self-Directed IRA Investments

Changing your strategy to include investments beyond traditional assets can dramatically expand your horizons, both from a return-on-investment and diversification perspective. Explore how assets like real estate, private equity, and precious metals can redefine your retirement planning.

Why Self-Directed 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 IRA 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.

Your Direction, Our Support

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.

More Self-Directed Investing Education

100+ INVESTMENT OPTIONS FOR YOUR RETIREMENT ACCOUNT

Access your exclusive, free guide for an extensive list of investment options for your account, plus how to get started.

SELF-DIRECTED ACCOUNTS

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

SELF-DIRECTED INVESTING RULES

Discover what you need to know before you make your first investment, including investments not allowed in an IRA and how much you can contribute to your 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.

Name*

First Name* Last Name*

Email*

Phone*

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.

Next Step… Investment District: Find Investing Platforms and Providers