Trading Account FAQs

How do I send/add additional funds to my futures account?

  • To send additional funds, please log into your account in your Client Portal and select “Make an Investment” from the quick links on the “Home” page.
  • After selecting the account you are looking to invest with, select "Trading Account", and provide the requested information.
  • After submitting the request, you'll be sent to the “Pending Client Approval” screen.
  • Here you will need to review and approve the transaction.
  • Once the request is submitted to Equity Trust, the funds should be issued within 1-2 business days after the funds are available.

How do I withdraw funds from my futures/forex account?

To withdraw funds, log onto your Client Portal and request a "Trading Account Withdrawal" from the Quick Links so we can bring what is in the futures/forex account back into cash at Equity Trust. Please make sure the requested amount is available in cash before making the request.

Cryptocurrency FAQs

How can I invest in cryptocurrency in my IRA?

 

There are several ways to participate in the world of cryptocurrency trading using IRA funds. You can:

  • open a traditional brokerage account where Bitcoin ETFs allow you to hold a basket of Bitcoin and related crypto assets on your brokerage platform like stocks,
  • open a cryptocurreny trading platform to buy, sell, hold any of a handful of popular coins without having the physical coins to store (we have two vendors offering trading accounts for this approach), or
  • establish an LLC in your Equity Trust IRA and add an Exchange/Wallet to your investments to buy, sell, borrow, loan, etc a full array of coins.

How do I withdraw funds from my futures/forex account?

To withdraw funds, log onto your Client Portal and request a "Trading Account Withdrawal" from the Quick Links so we can bring what is in the futures/forex account back into cash at Equity Trust. Please make sure the requested amount is available in cash before making the request.