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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Lori Golani
GB

Horrible to do business with Horrible to do business with. Never prompt in dealing with your accounts in any timely manner. It will take numerous calls. They will give you the run-around. Heavy fees riddled into any documents or forms they require. They have many complaints from clients that I know that have done business with them, besides other financial mangers and those managers have warned me about them. They advised me to get my money out of their institutions as fast as I can and be persistent because they will make it difficult. They are a terrible business operation.

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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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Johnny Richardson
GB

Time zone differences Great assistance with the selling of a piece of real estate. Documents signed and returned in a timely manner. However, during the closing, some last minute issues need to be addressed. The issues came up after a little after 4pm Chicago time which was after 5pm eastern time, and it was dificult to find someone in ETC's closing department. However, we did find last minute assistance with Gold Level Team.

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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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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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