DLP CAPITAL PARTNERS
Welcome and thank you for choosing us as your self-directed retirement plan administrator! We are grateful that you have entrusted the servicing of your IRA to us. We’d like to address key benefits and items that may need some clarification that are specific to you as a DLP investor.
WHO IS EQUITY INSTITUTIONAL SERVICES?
Equity Institutional Services, an Equity Trust Company, is a leading custodial services provider focused on self-directed IRA accounts, 1031 exchanges, and private fund custody services. We work with investors looking to control their IRA accounts by making their own choices about where to put their money.
We have been doing this long enough, and we have created a simplified process so you can invest in the opportunities you choose, putting you squarely in control.
PRICING FOR DLP CAPITAL PARTNERS INVESTORS:
OPEN AN ACCOUNT
To begin the application, please click on the button below that corresponds to your planned investment with DLP.
ACCOUNT PROCESS & TIMELINE
OPEN AN ACCOUNT
- 1 Day
Open an Equity Trust account by completing our online application (typically takes around 15 minutes).
FUND THE ACCOUNT
- 2 Weeks
Investors fund the account via transfer, rollover, or contribution.
ASSET REVIEW
- 1-2 Days
Identify an investment. Then, Equity Trust reviews the asset before accepting custody.*
COMPLETE INVESTMENT PAPERWORK
- Next Day**
Subscription Agreement presented in turn-key electronic package via Docusign with the purchase authorization form. Investors must review, then click to sign.
DO YOU HAVE A QUESTION?
Give us a call at 239-333-4924 or send us your self-directed IRA question.
Equity Trust Company and Midland Trust Company are not affiliated with DLP Capital Partners. Equity Trust Company and Midland Trust Company are directed custodians and do not provide tax, legal, or investment advice. Any information communicated by Equity Trust Company or Midland 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.
*Equity Trust Company and Midland Trust Company do not evaluate, do due diligence, or perform other assessments on the asset or sponsor. Our asset review determines if Equity Trust and Midland Trust can meet the obligations and administrative responsibilities of the investment.
**Investments can be executed next-day from receipt of executed investment documents and available cash (assuming 7-day right of rescission has passed)