Your Self-Directed IRA + Your Traditional Assets = Simplicity & Convenience

Discover the simple path to combining traditional assets with your alternative investments within an Equity Trust self-directed IRA

Did you know that you may not have to liquidate your public investment holdings to fund your Equity Trust Company account? 

ETC Brokerage Services provides you with the convenience of holding your publicly traded assets as well as offering stock, bond, mutual fund & option trading, through an ETC Brokerage account. ETC Brokerage Services provides brokerage services to individual retirement and other custodial accounts for which its affiliate, Equity Trust Company, serves as custodian.

The process to transfer eligible publicly traded securities “in-kind” can be accomplished quickly and easily.  

First, open an Equity Trust Company account. Once your Equity Trust Company account is established, you can also open an ETC Brokerage account. To request your public investments be transferred “in-kind” to your ETC Brokerage account, complete the Equity Trust Transfer Form and list the positions you wish to transfer and select that you would like to transfer those positions “in-kind”.

Once Equity Trust Company receives your transfer form, ETC Brokerage will request the assets to be electronically transferred to your ETC Brokerage account. The total value of your brokerage account assets will be reflected within your Equity Trust Company account holdings. Detailed brokerage account information is available through ETC Brokerage online, and in brokerage account statements