Futures and Forex Trading Professionals
Equity Institutional has been a leader in futures and forex IRA trading accounts for nearly two decades. We've been at it so long you could probably say both the past and the future's covered.
Serving Clients and Trading Professionals Nationwide
Equity Institutional Services works with nearly every Futures Commission Merchant in the United States. Our staff attends industry events and supports futures & trading associations. We continually push the FCM, IB, and CTA communities forward. This involvement and experience keep us ahead of key FinTech issues. It has helped us develop progressive processes for our professional partners and clients.
Equity Institutional Services maintains personal relationships with you and your clients throughout the funding process. We provide support before, during, and after the IRA account’s setup. Since we are not a fiduciary, we do not provide any investment advice. We serve as IRA administrators, providing all recordkeeping and IRS reporting as required.
Learn more by contacting one of our team members today.
Benefits for Trading Professionals
Unlocking Capital
Increase your growth opportunities with non-traditional investors. There are nearly $11 Trillion accessible in IRA accounts. This provides is an untapped opportunity. Access millions in funds and hundreds of clients within your portfolio. Many of your investors are unaware that self directed IRAs allow for trading. They don’t need a specialized IRA. They need a specialized administrator!
Equity Trust’s Team of Experts
Equity Trust prides itself on personalized service. Equity Trust is ready to find personalized solutions for your needs. We offer a tailored approach for each IB and CTA. We allow you to determine how much client interaction you desire. Your dedicated rep will be the main point of contact for you and your clients from day one. This ensures smooth and efficient funding of the trading account through the IRA.
Dedicated Representative
Equity Trust prides itself on personalized service. Equity Trust is ready to find personalized solutions for your needs. We offer a tailored approach for each IB and CTA. We allow you to determine how much client interaction you desire. Your dedicated rep will be the main point of contact for you and your clients from day one. This ensures smooth and efficient funding of the trading account through the IRA.
Advanced Online Portal for You and Your Clients
Our secure client portal allows clients 24-hour access to their IRA accounts. Clients can check IRA balances and transaction statuses. They can download tax forms, add funds, withdraw funds, and more. With granted access, we can provide IBs and CTAs an online master account. With this access, you can get real-time updates on your client’s transactions. You'll know exactly where your clients are in the investment process.
"How does it work?"
It's one thing to know that you CAN trade within a retirement account. But most people want to know HOW IT WORKS. That's where our Investor Education Center on futures trading comes in.
The resources on our Futures Education Center will answer many of the questions that come from investors who are considering opening trading accounts for use with retirement funds.
Our expertise partnered with your platform gives investors the power they need.