Ivanoff Wealth vs Equity Trust

Ivanoff Wealth Client Portal is your all-in-one solution for managing and optimizing your financial journey. Empower yourself with powerful features designed to enhance your financial well-being and provide a comprehensive view of your financial landscape. Key Features: 1. Dashboards for Comprehensive Insights: Monitor your financial performance with dedicated dashboards for Performance, Holdings, and Transactions. 2. Aggregation of Outside Accounts: Consolidate and track all your external accounts in one place for a holistic financial overview. 3. Balance Sheet: Stay informed about your assets and liabilities with a detailed and interactive balance sheet. 4. Net Worth Summary: Gain a clear understanding of your overall financial standing through a dynamic Net Worth Summary. 5. Retirement Tracker – “What If” Scenarios: Plan for your retirement with ease by exploring various scenarios and making informed decisions. 6. Goal Tracking & More Planning Tools: Set, track, and achieve your financial goals using intuitive tools that adapt to your evolving needs. 7. Document Vault: Securely store and manage important financial documents in your personalized Document Vault. Why Choose Ivanoff Wealth Client Portal? User-Friendly Interface: Navigate effortlessly through a user-friendly interface designed for both beginners and financial enthusiasts. Comprehensive Planning: From retirement scenarios to goal tracking, our app covers a wide range of planning tools to help you shape your financial future. Secure Document Management: Rest easy knowing that your sensitive documents are stored securely in your private Document Vault. Real-Time Insights: Stay up-to-date with your financial status with real-time data updates and dynamic visualizations. Personalized Experience: Tailor the app to your unique financial journey, ensuring that you have the insights and tools you need at your fingertips. Transform the way you manage your finances. Download the Ivanoff Wealth Client Portal now and take control of your financial destiny.

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.