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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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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Bradley J
GB

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.

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M LookMtn
GB

BEWARE OF THE FEE SCHEDULE! YOUVE BEEN WARNED I just recently closed my account with ET. My advice is avoid at all cost. They held assets for me for less than 18 months, for that and account closure I've paid them $1130. Outrageous is a word I've seen many times in these reviews and it applies. It is my contention that I was never invoiced for any charges which didn't show up until I went to close the account. When I did speak to an agent they were always nice and helpful. There was too much switching to this and that department for the correct information. Had I (and I admit my own mistake) properly read (which I thought I did) and UNDERSTOOD their fee schedule I would never have signed up with these people and obviously will never do so again. If your considering using these people: UNDERSTAND THE FEE SCHEDULE!

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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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M DJ
GB

Terrible Custom Service!!! Terrible Custom Service!!! It makes me sad to have to write this 1-Star review. 😭 I am deeply disappointed to leave this one-star review. As a loyal Gold Service member of Equity Trust for nearly two decades, I've always praised their top-notch service and resources. However, I must express my dismay at the recent decline in their customer service quality. The current representatives lack knowledge and professionalism, which is a stark departure from the exceptional service I once received. It saddens me to admit that if this trend continues, I may have no choice but to transfer my accounts elsewhere.

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