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Equity Trust Company Launches myEQUITY Account Management System to Simplify Alternative Investing with IRAs

05-07-2019 09:20 AM CET | Business, Economy, Finances, Banking & Insurance

Press release from: Equity Trust Company

/ PR Agency: Kowal Communications, Inc.
(CLEVELAND, OH) Equity Trust Company, a leading financial services company offering retirement accounts and alternative asset custody for individuals and financial professionals, today announced the launch of myEQUITY – a dynamic online account management system designed to streamline the alternative investing process for IRAs.

Despite their popularity as investment and diversification strategies, alternative assets such as real estate, private equity, notes, private debt, and precious metals, among others, are only estimated to account for a small percentage of the $29 trillion held in retirement plans.

“The complexity and administrative burden of investing in alternative assets with retirement accounts has been a significant barrier for many investors and financial institutions,” says Renee Brown, Senior Vice President, Client Experience and Analytics. “myEQUITY transforms the alternative investing processes for retirement investors with an easy online solution, while also providing financial professionals the ability to oversee their investors’ alternative assets.”

Featuring intuitive online investment wizards for real estate and private debt, myEQUITY provides an interactive experience, with educational resources supporting clients through each step of the process. Online wizards also make it easy for investors to open an account, initiate a transfer, pay expenses and take distributions.

With around-the-clock account access from any device, investors and financial professionals will benefit from a clear line of sight to account data and transaction activity through interactive dashboards, TransactionTracker status pages, and options to filter and export account history. Built-in security features include two-factor authentication, while e-signature and document upload options streamline processes, decrease paperwork and support Equity Trust Company’s green initiative.

myEQUITY was built on a foundation of continuous client feedback with features driven by the needs of investors and financial professionals. Equity Trust Company is committed to further developing the technology to support all investment types with continuous functionality releases.

“We are focused on delivering a positive and valuable experience every time clients engage with us,” said Jessica Hunley, Product Manager, Digital Experience, “and myEQUITY provides a streamlined, simplified platform for our clients to manage their accounts in a more convenient and accessible way.”

Equity Trust Company is a financial services company that enables individual investors and financial professionals to diversify investment portfolios using alternative asset classes such as real estate, tax liens, private equity and precious metals. The Equity Trust family of companies offers custodial services for alternative investments and back-office solutions for Registered Investment Advisors, brokerage services, directed trustee services and more. Equity Trust Company is the trusted custodian and administrator of $25 billion in assets on behalf of more than 160,000 clients as of December 31, 2018.

Equity Trust Company is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company 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.

Renee Brown
Equity Trust Company
One Equity Way
Westlake, Ohio 44145

888.382.4727 x5373

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