When funding my account I was one… When funding my account I was one dollar over the amount to cost me $700 instead of $500 annual fee. Of course I wasn't advised to fund it with $1 less. They said they'd credit me the $200. It's been 3 months of 12 emails and phone calls and still no credit. Everything with them is slow and cumbersome. They're like dealing with the Federal Gov't Bureaucracy! Once this house flip is complete, I'm done with Equity Trust forever!

Time zone differences Great assistance with the selling of a piece of real estate. Documents signed and returned in a timely manner. However, during the closing, some last minute issues need to be addressed. The issues came up after a little after 4pm Chicago time which was after 5pm eastern time, and it was dificult to find someone in ETC's closing department. However, we did find last minute assistance with Gold Level Team.

I’m so glad I switched! I was a client at another company for almost ten years, and I finally got fed up with their terrible service and performance. I am so happy I finally pulled the plug and switched to Equity Trust. They made the transition relatively easy and their service is phenomenal in every respect. My stress level is down and my happiness quotient is up. Unbelievably, I’m still cleaning up the mess created by the previous custodian almost a year later.

Now that I know the process of… Now that I know the process of navigating the pathetic website, I had no issues. However, your debit card provider still has not been able to fix my site access. After months of very slow response with no resolution, I’ve given up.

ETC is a helpful custodian. ETC is quick to process transactions. They make sure the transaction is legally compliant. They have some very useful tools to review how investments are performing. The staff is knowledgable and friendly.