Heather was extremely helpful this… Heather was extremely helpful this afternoon in getting my distribution processed. She also took the extra time to setup a digital signature for me for future transactions, and it was just a refreshingly pleasant experience overall. In this day and age, it's unfortunately getting less common for people to take the extra time to accommodate you. Thanks, Heather!

Can't even begin to thank MARY BICKHAM. Can't even begin to thank MARY BICKHAM. Mary called me after many requests for HELP!! She was so darn KNOWLEDGEABLE, KIND BUT MOST OF ALL PATIENT!! She never lost her cool when I kept on saying "I don't get it", concerning my computer She SOFTLY kept on instructing me thru it. I feel so much better dealing with a company that appreciates the importance of having a MARY BICKMAN on your staff. Thank you MARY!!

I always get clear answers and… I always get clear answers and instructions when I call Strata Trust with any questions or concerns. I never have to wait for half an hour (sometimes more) to speak to a representative which is the case at many reputable institutions lately. Great customer support!

I was very confused about my fees and… I was very confused about my fees and needed to make sure they were paid securely. Heather assisted me by phone. Together we went through the auto pay set up on my computer. She was VERY helpful and patient.

Better only give them 1 task to do at a… Better only give them 1 task to do at a time. You will need to move up one lever from the person that answers the phone to get a real answer.