Open a new Equity Trust IRA to fund your investment without leaving the Gridline platform.
You may fund your Gridline investment by opening a new Equity Trust IRA account during the investment configuration process or by adding the account to your Investor Profile in advance of completing an investment.
Note: To invest via IRA you must select an Individual type Investor Profile. Entities are not eligible to invest via the IRA option.
Creating your Equity Trust account from your Investor Profile:
To create a new Equity Trust account for your Investor Profile:
- Select the Profiles page from the top navigation.
- If you have created more than one profile as an Individual, select the profile you wish to create the Equity Trust account for.
You will then make a series of selections that will be used to create your account with Equity Trust. The following options are available:
Type of IRA (Visit the U.S. SEC for more information on these types of accounts):
- Traditional IRA
- Simple IRA
- Roth IRA
- SEP IRA
Initial Funding Method:
- Transfer
- Rollover
- Contribution
Fee Payment Method:
- Deduct from Account
- Credit Card
Statement Delivery Preference:
- Electronic
- Paper
The Estimated Transfer Amount will be pre populated based on the amount you have configured for this investment. Should you wish to transfer additional funds into the account you may do so by changing the dollar amount listed.
When you click “Create Account” you will open your new Equity Trust account and will receive an email from Equity Trust with your Transfer of Assets documents to review and sign via Docusign. You must sign these documents to complete the account creation process.
Creating your Equity Trust account while making an investment:
After selecting your investment amount and call schedule, you will confirm the authorized signer and then be presented with your funding options:
- Fund with your external bank account (wire)
- Fund with a new Equity Trust IRA
Select “Fund with a new Equity Trust IRA”
Note: If you have previously created an Equity Trust IRA through the Gridline platform, then you will have your previously created IRA(s) available for selection within the list.
Next you will review the contact details that will be used to create your new Equity Trust account. Should you need to change this information, please contact our support team at support@gridline.co.
You will then make a series of selections that will be used to create your account with Equity Trust. The following options are available:
Type of IRA (Visit the U.S. SEC for more information on these types of accounts):
- Traditional IRA
- Simple IRA
- Roth IRA
- SEP IRA
Initial Funding Method:
- Transfer
- Rollover
- Contribution
Fee Payment Method:
- Deduct from Account
- Credit Card
Statement Delivery Preference:
- Electronic
- Paper
The Estimated Transfer Amount will be pre populated based on the amount you have configured for this investment. Should you wish to transfer additional funds into the account you may do so by changing the dollar amount listed.
When you click “Create Account” you will open your new Equity Trust account and will receive an email from Equity Trust with your Transfer of Assets documents to review and sign via Docusign. You must sign these documents to complete the account creation process.
Next you will tell us how you would like to transfer the funds to your new IRA account. If you are not ready to transfer funds, you may skip this step and elect to fund the account at a later time.
To transfer funds you will select the institution you are transferring from. If your institution is not available in the drop down list, please select Other and you will be able to enter the name of your institution.
Then you will select the type of IRA account you are transferring from and enter the account name and number, as well as whether this will be a partial transfer or if you would like to liquidate and close the account. You will also select the payment delivery method. Wire is the fastest and recommended method.
After creating and (optionally) funding the account you will now have it listed as an available option for funding your current investment. If you have created Equity Trust accounts previously, your newly created account will be indicated with a blue dot. 
From here you will finish configuring your investment by following the prompts to generate your Gridline investment documents and send them for digital signature.