Equity Trust Company

1 Equity Way, 44145, Westlake, United States
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3.15
Based on 20 Reviews

5

40.00%

4

15.00%

3

0.00%

2

10.00%

1

35.00%
About Equity Trust Company

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. Our mission is to inspire, educate, and support investors to achieve more.

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Galina K
GB

I have updated my beneficiary I have updated my beneficiary. The electronic form changed the account owner's name and there were no way to fix it. I have called numerous times for this to be fixed. Now they are writing letters to me with a wrong name. Such serious security flow and nothing is fixed for weeks. Horrible unacceptable negligence. Lost trust in this company.

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Jeffrey
GB

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.

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Denise A
GB

Readily Available. This was the first time I did a self directed IRA and I should have planned alot sooner to get it all in line but Equity Trust was fully available to help me get this deal closed on time and funded. Thanks a million looking forward to repeating with your company and doing the master class.

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Robert Enders
GB

My experience with Equity Trust was… My experience with Equity Trust was lousy at best. I sold two properties that were acquire through Equity Trust and both almost a full month for me to have access to my funds which were transferred out. Funds should be available immediately for whatever I choose! They purposely seem to not belong to standard banking wire transfer groups so they can play the float while checks are sent via snail mail taking up to two weeks to transfer.... There customer service regarding this was terrible!

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Miriam Gutierrez
GB

As a first-time investor As a first-time investor, I have been very pleased with Equity Trust's customer service. I was lucky to have thee most awesome Onboard Specialist, Tina Samol. She was and has continued to be there for me every step of the way of my onboarding steps. She is truly awesome, always professional and very helpful.

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