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Equity Trust Company
- Financial Services
- Westlake, OH
About this business
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity, precious metals and more. Equity Trust Company (or its affiliates) offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for Registered Investment Advisors, brokerage services, directed tr... read more
Location details
1 Equity Way, Westlake, OH, 44145, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 6:00 p.m. | |
| Tue | 8:00 a.m. to 6:00 p.m. | |
| Wed | 8:00 a.m. to 6:00 p.m. | |
| Thu | 8:00 a.m. to 6:00 p.m. | |
| Fri | 8:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My experience with Equity Trust has always been top notch. Quick, professional & knowledgeable.
Not a lot to say they only let me log in one time. They wanted me to pay some fees, I gave them my credit card info, but they never charged the fees to my credit card. Now the web site will never let me log in anymore.
I contacted Equity regarding an email I received and did not understand what it was about. I knew it was about taxes but didn't quite understand what I was supposed to do if anything. I spoke with a lady who was so polite and professional. She assured me it was just a reminder that they would be be sending out their tax forms as they do every year. I was grateful that she did NOT have an attitude for the reason I called. She was NOT being a "Karen". She assured me that they receive calls from customers asking the same questi... read more
I had a good experience with the lady who took my call. She answered my questions to the best of her ability.
Your agent, Alex, was extremely efficient and answered my questions thoroughly. I needed to understand the spot, price and market value, etc., and she made sense of it all for me.
I think responding quicker to your clients with the issues they have also process requests in more of a timely manner communicate with your clients more.
Called to talk to someone and the lady that answered the phone on 1/13/2025 at 2:30 PM wqs just downright rude.
Business response:
Hi ****** we regret to hear you didn't have a 5-star experience, and our team is looking into your situation. Thank you for taking the time to leave us your feedback.
I give them a biz ZERO for customer service. They held up funds of a wire transfer for 10 days. I complained and it got resolved but the result was a loss in profits to me due to the lag time. I would not recommend them ever again.... It was a wire, not a check. I think someone was asleep at the wheel.... Just last week I sent a wire from ***** **** ** ******* ****** and the wire was complete within 2 hours. Not happy about this and very frustrated...
They have been excellent to deal with. Both Jaclyn and the other Jackie were fabulous!
Business response:
Hi *******, thank you for taking the time to tell us about your experience with our team! We appreciate your feedback.
Frequently asked questions about Equity Trust Company
How is Equity Trust Company rated?
Equity Trust Company has a 4.1 star rating with 2,007 reviews.
When is Equity Trust Company open?
Equity Trust Company is open now. It will close at 6:00 p.m.
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