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How It Works - Equity Trust Company Self Directed IRA

The correct title for most real estate IRA investments is: Equity Trust Company custodian FBO (for benefit of) YOUR NAME IRA; Request Funds to Purchase IRA Investment – Once we review and process your direction of investment form, we send funds from your IRA to purchase the investment per your instructions. For safekeeping, we retain all important records like deeds, notes, and operating ……

Equity Trust Company Self Directed IRA Real Estate IRA

Equity Trust is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.…

WHEN TO USE THIS FORM INSTRUCTIONS ... - Equity Trust …

“EQUITY TRUST COMPANY, CUSTODIAN FBO (ACCOUNT HOLDER’S NAME) IRA, (PERCENTAGE OF OWNERSHIP) %, UNDIVIDED INTEREST” TITLING It is imperative that documents are properly titled. Equity Trust Company will not accept documents which are not properly titled. Please contact a Client Service Representative with any questions.…

SEP Equity Trust Company

Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983.…