Open Account

Open your Equity Trust Company Account in a few easy steps!

Follow the instructions below to open your account in minutes.

ACCOUNT INFORMATION

FUND YOUR ACCOUNT

REVIEW, SUBMIT, AND SIGN

Select your account type and enter your personal information.

Select a method to fund the account. You can select from Transfer, Rollover, or Contribution.

After making your account preference selections, review all the information and submit your application for processing.

Before you start your application, please have this information:

Your Social Security Number
Your Date of Birth
Your Legal Address

Have Questions? We're here to answer any questions, help guide you through the application process, and provide more detailed information and education specific to your journey. Call us: 1-888-382-4727

Select your account type

Select from a Traditional, Roth, SEP, SIMPLE, CESA, or HSA Account Type to establish at Equity Trust Company.

Enter your personal information

Name, Social Security Number, Date of Birth, Legal Address, Phone, and Email are required.

Fund your account

Transfer from an existing IRA, submit a Rollover from another qualified account, or make an Annual One-Time Contribution.

Add your account preferences

Add a beneficiary or interested party, select the method for your statement delivery, and other options to make the most out of your account.

Review, Submit, and Sign

After reviewing the details for your new account and uploading supporting documents to expedite your request, choose to sign your final application using eSignature or a physical signature.