Your IRA Can Invest in More Than Stocks and Bonds

WealthBridge is an integrated private market investing marketplace for your Equity Trust IRA. It connects your retirement account directly to available provider platforms offering real estate, private equity, startups, and private credit. You browse opportunities, choose what fits your strategy, and invest from your IRA with automatic funding transfers.

A self-directed IRA (SDIRA) is a retirement account that can hold alternative assets like real estate, private equity, and private credit alongside traditional stocks and bonds. It follows the same IRS rules and offers the same tax advantages as a conventional IRA. The Equity Universal IRA™ is designed to hold traditional brokerage investments, private market alternatives through WealthBridge, and digital assets in one IRA to expand your investing possibilities.

Yes. Through a self-directed IRA, your retirement account can hold alternative assets including real estate, private equity, private credit, and pre-IPO companies alongside traditional stocks and bonds. The Equity Universal IRA™ by Equity Trust is designed for exactly this, and WealthBridge connects your account to available providers specializing in each of these asset classes.

Yes. You can roll over an existing Traditional or Roth IRA from another provider into an Equity Universal IRA™. The rollover process can be completed online and is typically handled within a few business days. There are generally no tax penalties for a direct rollover. Once your account is funded, WealthBridge is available immediately through the myEquity online account management system.

Not necessarily. Browse available providers to see requirements for their offerings. Some provider opportunities are available to investors with no accreditation required, while other provider offerings require accredited investor status. Each available provider platform has its own investment minimums and fee structures.

WealthBridge also provides integrated access to available provider platforms with automatic funding transfers. Investors can choose between self-directed investing experiences and available managed technology solutions depending on the asset class.

Yes. The Equity Universal IRA™ can hold traditional brokerage investments (stocks, bonds, ETFs), alternative assets (real estate, private equity, startups, private credit), and digital assets. All in one IRA, under one custodian.

WealthBridge has no separate fee. It is a feature of your Equity Trust IRA account. Standard Equity Trust account fees apply, and each available provider platform has its own investment minimums and fee structures. Visit trustetc.com/fees for current account pricing, and review each provider’s offering documents for investment-specific costs.