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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Wayne Hurst
US

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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Robert Enders
US

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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M LookMtn
US

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
US

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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Jeff Sapper
US

Terrible Cimpany To begin, a salesperson called me out of the blue, which is illegal because I'm both Federal & Start Do-Not-Call lists. But I desided to listen. Thete all about getting you to switch your current broker to them. I'm.not switching anything unless I do due diligence about this company. Once I said that they basically hung-up leaving me wondering if this was an elaborate scam.... Things I did find out: yes they are legitamite but they're customer rating is only 3/5. That's terrible for a "service" company.

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