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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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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Jeffrey
GB

ETC is a helpful custodian. ETC is quick to process transactions. They make sure the transaction is legally compliant. They have some very useful tools to review how investments are performing. The staff is knowledgable and friendly.

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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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Roberto H Van de Wyngard
GB

Personnel at Equity Trust was excellent… Personnel at Equity Trust was excellent in provide me with the necessary help, at times, step by steps on the phone to make sure my paper work was done correctly. I had a long transaction period due to Buyer issues, the staff from Equity Trust was there to support and help me all the way. I closed on the 27th of October (date on the survey) but the help/service was for a long period of time Thank you, Roberto

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