Funding Instructions
Use these Equity Trust instructions for IRA contributions and Capital Freedom Account deposits.
Wire
- Bank: Citibank, 388 Greenwich Street, New York, NY 10013
- Routing Number: 021000089
- For Credit to: Equity Trust Company, 1 Equity Way, Westlake, OH 44145
- Account Number: 51114438
- For Further Credit to: Your Name and Account Number
Provide your name and account number in the "For Further Credit to" or "Special Instructions" section of the wire request to ensure your account is credited promptly.
ACH ($10,000 limit)
- Bank: Citibank
- Routing Number: 021052053
- For Credit to: Equity Trust Company
- Account (UPIC): 60207147
- For Further Credit to: Your Name and Account Number
ACH transfers are limited to $10,000. Allow 1 to 3 business days for funds to arrive and settle.
Check
- Make Check Payable to: Equity Trust FBO Your Name
- Memo line: Your account number. For an IRA contribution, also include the tax year the contribution is for.
- Mail to: Equity Trust Company, 1 Equity Way, Westlake, OH 44145
Deposits and contributions made by check clear by the close of business 7 days after deposit.
Questions? Call (866) 924-5421 before you send funds.
