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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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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Alice Chappell
GB

I won a real estate auction and was… I won a real estate auction and was able to get the down payment sent within the deadline that day and an agent from ETC emailed requesting for the closing agent information soon after. The two emailed a couple of times and set a possible closing date already.

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Wayne Hurst
GB

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!

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Charlie
GB

Fees are insane and service is… Fees are insane and service is terrible. Wait times on the phone stretch for hours, and the staff is woefully undertrained to do basic tasks. I unfortunately have multiple investments with ETC but I’m actively looking for alternatives. After having worked with ETC for five years, I could not recommend them less.

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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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