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Types of Investment Accounts Supported on EquityMultiple
Types of Investment Accounts Supported on EquityMultiple
Updated over a week ago

EquityMultiple provides investors with a range of investment account options that cater to various investment styles and preferences.

Individual Investment Account

EquityMultiple offers support for individual investment accounts.

Note: You can only open one individual investment account

Joint Investment Account

For investors who want to invest jointly with a partner, EquityMultiple offers support for joint investment accounts. A Power of Attorney agreement must be signed in order to complete opening a Joint Investment Account.

Individual Retirement Account (IRA) Investment Account

Another type of investment account EquityMultiple supports are IRA investment accounts. Currently, we support the following custodians:

  • Equity Trust Company

  • Alto IRA

  • STRATA Trust Company

  • Millenium Trust Company

  • IRA Services Trust Company

Note: Should you wish to set up an IRA investment account with a custodian that's currently not supported on our platform, we encourage you to contact our Investor Relations team. We'll strive to accommodate your request and assist you as best as we can.

Entity Investment Account

EquityMultiple offers support for entity investment accounts.

This includes:

  • Limited Liability Companies (LLC)

  • Limited Partnerships (LP)

  • Trusts, both revocable and irrevocable

  • C-Corporations (C-Corp)

  • S-Corporations (S-Corp)

Troubleshooting

If you are run into any issues or errors while setting up your investment account, please refer to the following help article.

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