Please note: Investments via a self-directed IRA with an external custodian are not supported. Equity Trust is our exclusive partner for newly established IRA accounts.
We have partnered with Equity Trust Company (ETC) to expand access to alternative investments within retirement accounts.
Through Equity Trust’s WealthBridge platform, clients can seamlessly access private market alternatives. This proprietary technology securely links Equity Trust accounts, enabling retirement account investments in just a few clicks—without forms or manual transfers.
New to our platform? When creating an investor account, select “Retirement account” as your account type.
Already an investor? If you currently have another type of account, you can easily add a retirement account to your profile.