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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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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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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Robert Enders
GB

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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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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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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