Generate Passive Income with a Real Estate Checkbook IRA

Save time and simplify your self-directed IRA research – set up a call with an IRA Counselor to get the information you need about this powerful wealth-building concept.

Discover why clients have entrusted us to be

the custodian of 354,000 accounts.

Best Self-Directed IRA company

2020 - 2024

Best Self-Directed IRA for Private Equity, Precious Metals 2024

BBB Rating: A+

Generate Passive Income with a Real Estate Checkbook IRA

Discover why clients have entrusted us to be the custodian of 354,000 accounts.

Save time and simplify your self-directed IRA research – set up a call with an IRA Counselor to get the information you need about this powerful wealth-building concept.

Best Self-Directed IRA company

2020 - 2024

Best Self-Directed IRA for Private Equity, Precious Metals 2024

BBB Rating: A+

Assets

Assets Under Custody

and Administration**

Accounts

Accounts Under Custody

and Administration**

Years

Years in Financial

Services*

Assets

Assets Under Custody

and Administration**

Accounts

Accounts Under Custody

and Administration**

Years

Years in Financial

Services*

The Ultimate Checkbook Real Estate IRA Investing System

Speed and control are imperative for investors who seek to manage their retirement savings, investing in the assets and projects they trust and are most confident in.

The Equity Trust Ultimate Checkbook IRA Investing System provides the tools and resources for investors of all experience levels to begin self-directing.

$52B

Assets Under Custody

and Administration**

368,000+

Accounts Under Custody

and Administration**

50 Years in Financial

Services*

Equity Trust

Call us at +18888251531 or (888) 825-1531

The Ultimate Real Estate Checkbook IRA Investing System

Speed and control are imperative for investors who seek to manage their retirement savings, investing in the assets and projects they trust and are most confident in.

The Equity Trust Ultimate Checkbook IRA Investing System provides the tools and resources for investors of all experience levels to begin self-directing.

The days of needing a separate IRA account for each asset class are over!

One IRA for All Your Investments

Real Estate

Predictable, versatile investments that fuel your passions

Stocks & Bonds

A hands-off investment

with steady profit potential

Private Entities

Unleash your inner venture capitalist – with your retirement account

Private Entities

Emerging asset backed by specialized service, state-of-the-art platform

Precious Metals

Solid diversification option with a history of outshining traditional assets

Getting Started is Easy

It’s as simple as 1-2-3. Open and fund your new Checkbook IRA,

then start investing in the almost endless possibilities.

1. Create and fund your account.

2. Set up your LLC.

3. Open a bank account for the LLC.

4. Authorize Equity Trust to fund your investment.

Getting Started is Easy

It’s as simple as 1-2-3. Open and fund your new Checkbook IRA,

then start investing in the almost endless possibilities.

1. Create and fund your account.

2. Set up your LLC.

3. Open a bank account for the LLC.

4. Authorize Equity Trust to fund your investment.

Maximize Your Retirement with

a Real Estate Checkbook IRA.

As a directed custodian, we offer clients:

Dedicated Single Point of Contact Onboarding Specialist

• Single point of contact to walk through tasks and activities necessary to execute your

transactions.

• Assist with the account funding process.

• Available for conference calls with other parties involved in your transactions.

Account Establishment & Funding

• Establish self-directed IRA.

• 401(k) Plan Document if applicable.

• Account transfer/rollover.

Self-Directed IRA Master Course

• 31+ hours of video content. 

• Learn at your own pace.

• Handbook containing sample documents and real investor examples.

• Videos on rules and guidelines to follow.

LLC Formation

• State filing/registration processing.

• Operating Agreement.

• Any state filing fee exceeding $200, additional invoice to occur.

• Bi-annual filing fees billed separately.

Ready to see how effortless managing your IRA can be?

Maximize Your Retirement with a
Real Estate

Checkbook IRA.

As a directed custodian,

we offer clients:

Dedicated Single Point of Contact Onboarding Specialist

• Single point of contact to walk through tasks and activities necessary to execute your transactions.

• Assist with the account funding process.

• Available for conference calls with other parties involved in your transactions.

Account Establishment & Funding

• Establish self-directed IRA.

• 401(k) Plan Document if applicable.

• Account transfer/rollover.

Self-Directed IRA Master Course

• 31+ hours of video content. 

• Learn at your own pace.

• Handbook containing sample documents and real investor examples.

• Videos on rules and guidelines to follow.

LLC Formation

• State filing/registration processing.

• Operating Agreement.

• Any state filing fee exceeding $200, additional invoice to occur.

• Bi-annual filing fees billed separately.

Ready to see how effortless managing your IRA can be?

Now’s the Time to Get Set Up.

Whether or not you have an investment in mind, we’ll help you set up and fund your account so you’re ready to direct your funds when you find an opportunity that fits your financial goals.

Now’s the Time to Get Set Up.

Whether or not you have an investment in mind, we’ll help you set up and fund your account so you’re ready to direct your funds when you find an opportunity that fits your financial goals.

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Create Multiple Streams of Income with a Real Estate Checkbook IRA

Get the Free Guide

Schedule a one-on-one session with an expert alternative investment counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey

Get Your FREE Guide

Create Multiple Streams of Income with a Real Estate Checkbook IRA

Schedule a one-on-one session with an expert alternative investment counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey

Immediate Free Download!

By entering your information and clicking YES, I WANT MY FREE GUIDE TODAY!, you consent to receive marketing calls and texts, including those made using artificial intelligence (AI) technology and automated systems, from Equity Trust and its affiliated companies at the number you provided. You agree to our Terms and Privacy Policy. This consent is not required to make a purchase. Message and data rates may apply. Reply STOP to opt out of texts or say STOP during the call to opt out of calls. Reply HELP for assistance.

Terms of Use | Privacy Policy

Equity Private Client Group provides dedicated support and administrative solutions for individual clients of Equity Trust Company. Equity Trust Company is a directed 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. Call us at: (888) 825-1531

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. *Assets under custody as of 4/30/25.