Entrust Self vs Equity Trust

SELF-DIRECTED IRA INVESTING STREAMLINED Looking for a way to plan for retirement that suits your needs and expertise? With Entrust, you can do so via a self-directed IRA (SDIRA) that allows you to invest in what you want. With a SDIRA, you’re not limited to stocks, bonds, or other traditional investments. Instead, you can invest in alternative assets such as real estate, private equity, private lending, precious metals, and more. An Entrust Self-Directed IRA allows you to: • Invest - Transfer or rollover your existing IRA or 401(k) to start investing in alternative assets • Manage - Purchase alternative assets, make contributions, set up beneficiaries, and more • Take control - Discover strategies and techniques to help you diversify and grow your retirement savings via our online learning center With our app, you can manage your SDIRA on the go. The Entrust app is currently designed for existing account holders. Don’t have an account yet? Go to theentrustgroup.com/open-a-self-directed-ira to get started. SDIRA INVESTING ON THE GO With the Entrust app, invest with your SDIRA from anywhere. Use it to: • Fund your account • Purchase alternative investments • Complete, edit, and submit necessary forms • Browse private offerings on Entrust Connect • Open additional accounts EASY ACCOUNT MANAGEMENT Managing your SDIRA and investments has never been more convenient: • View and download statements and tax forms • Make payments • Manage beneficiaries • Update personal information • Complete and submit fair market valuations • Take distributions • Give account access to your advisor EFFORTLESS REAL ESTATE ASSET MANAGEMENT Say goodbye to writing checks. Use the myDirection Visa debit card to manage real estate expenses: • Apply for the myDirection card • Add funds to your card • Certify transactions • Add your card to Apple Wallet EXPLORE NEW OFFERINGS Looking for new investment ideas? Consider our online marketplace, Entrust Connect. Use it to find private offerings that other Entrust clients have already invested in. The marketplace is continually updated and includes offerings for almost every interest. SAFE & SECURE Your data security is our priority. The Entrust app meets or exceeds all privacy and security standards set by Apple. This includes multi-factor authentication to prevent unauthorized access. It also works with Apple’s keychain access, so users can securely pre-populate their credentials. WE’RE HERE FOR YOU Got questions about the Entrust app or your account? Contact us directly via secure message within the app. Disclaimer: Entrust does not promote any investments. Rather, Entrust provides the administration, information, and tools to make self-direction straightforward and compliant. We help you get started quickly and stay with you every step of the way.

Take control of your retirement—anytime, anywhere. The Equity Trust app puts your self-directed IRA in your hands. Use it to view balances, track investments, and manage your retirement account with confidence on your mobile device. Connect directly to myEQUITY, our online account management system, and take action across a broad range of traditional and alternative assets. Invest using IRAs, including Traditional, Roth, SEP, or SIMPLE IRAs, or Solo 401(k) plans in everything from public market assets to alternative investments like real estate, crypto, private equity, private debt, precious metals, and through a Brokerage account. What you can do with the Equity Trust app: -View your IRA balances, asset values, and transaction activity -Access myEQUITY to request investments, distributions, and bill payments -Access and download tax forms and statements -Track IRA contributions and distributions -Manage and update beneficiary details We’re committed to keeping your account access safe and secure. Your information is protected with modern security measures, including multi-factor authentication. Take control of your retirement with the Equity Trust App. Download now and experience the convenience of managing your self-directed IRA – right from your phone. Disclaimer: 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, CPA, or financial professional.