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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Charlie
GB

Fees are insane and service is… Fees are insane and service is terrible. Wait times on the phone stretch for hours, and the staff is woefully undertrained to do basic tasks. I unfortunately have multiple investments with ETC but I’m actively looking for alternatives. After having worked with ETC for five years, I could not recommend them less.

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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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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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Andrea H
GB

Terrible experience… Terrible experience trying to transfer funds IN after setting up my account. It’s taking almost a full month and still no answers. Three representatives and over 50 minutes on hold, still no answers. I’ve sent emails to which I receive a response that they would call but they don’t. Not impressed at all.

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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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