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!

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!

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.

I’m so glad I switched! I was a client at another company for almost ten years, and I finally got fed up with their terrible service and performance. I am so happy I finally pulled the plug and switched to Equity Trust. They made the transition relatively easy and their service is phenomenal in every respect. My stress level is down and my happiness quotient is up. Unbelievably, I’m still cleaning up the mess created by the previous custodian almost a year later.

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.