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Equity Trust

Equity Trust

by Equity Trust Company

1 ratings
5 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • July 30, 2025
  • July 30, 2025

Developer

Equity Trust Company
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About

Manage your self-directed IRA and retirement accounts on the go. View balances, track investments, and perform transactions for traditional and alternative assets. Securely access your account information and manage beneficiary details.

✓View IRA balances and asset values
✓Track investment activity
✓Request investments and distributions
✓Access and download tax forms
✓Manage beneficiary details
✓Support for traditional and alternative assets
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What's New in Equity Trust

1.0

July 30, 2025

User reviews

Most RecentHighest RatedLowest Rated

Limited Functionality

Financial apps are useful and convenient when they provide information. This one pretty much just checks your balance. All other links in the app basically take you to their website. So, in the end you’re just as well off to forego the app and use your computer and visit the website. The app is pretty much a nothing burger.
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VctrlazloVctrlazlo

App doesn’t work.

App doesn’t work at all.
NeedBetterDevNeedBetterDev

Terrible app!

Is anyone paying attention? This app does not work!
Gio, New OrleansGio, New Orleans

Doesnt work

Wont let me sign in. I either get a screen from Salesforce saying there was a “single sign on issue”, and the couple of times i actually got in, none of the buttons worked to get to my account. Unbelievable…
DarkElf137DarkElf137

Doesn’t work

Won’t let me sigh in
George HartmanGeorge Hartman

Response from developer

Hi there, we apologize for this inconvenience. Please contact our support team CareTeam@TrustETC.com with your account details so we can assist you directly and work toward a resolution.

FAQ

What can I do with Equity Trust?

With Equity Trust, you can view your IRA balances, track investments, manage distributions, and access tax forms. It allows you to manage both traditional and alternative assets within your self-directed IRA.

Is Equity Trust secure?

Yes, Equity Trust is committed to security and protects your information with modern security measures, including multi-factor authentication. This ensures your account access remains safe and secure.

What types of IRAs does Equity Trust support?

Equity Trust supports various IRA types including Traditional, Roth, SEP, and SIMPLE IRAs, as well as Solo 401(k) plans. It also facilitates investments in a wide range of traditional and alternative assets.

What devices is Equity Trust available on?

Equity Trust is available on iPhone and iPad devices. It is designed for convenient management of your retirement accounts directly from your mobile device.

How often is Equity Trust updated?

The latest version of Equity Trust is 1.0, and it was last updated on July 30, 2025. Updates typically focus on enhancing features and security for account management.

Does Equity Trust have ads?

No, Equity Trust does not contain advertisements. The app is free to download and use, focusing solely on providing a secure platform for managing your retirement accounts.

What is the age rating for Equity Trust?

Equity Trust has an age rating of 17+. This is common for financial applications that handle sensitive personal and investment information.

What are the main benefits of using Equity Trust?

The main benefits include the convenience of managing your self-directed IRA anytime, anywhere, direct access to your account information, and the ability to invest in a broad range of assets from your mobile device.