Equity Trust Company

Jill S 

on BBB

3 years ago

Equity is an extremely impressive and professional Trust Company. I have had nothing but great serviEquityce from them. 

Joe P 

on BBB

3 years ago

Equity Trust is a Great company, with Great personnel running the business. I have been with this company for many years. The fees aren’t bad for the services you get! It gives you many options you can’t receive from using IRA and Roth accounts. My accounts keep growing and I feel it is Great for me! Everyone try’s very hard to do a Great job. I would recommend this company for what I cannot do with a Financial Institution’s on Traditional IRA’s and Roth’s. 

Madeline B 

on BBB

3 years ago

Great company. People are professional and answer your questions in a timely manor. 

Salvatore Marci 

on BBB

3 years ago

My experience with Equity Trust Company was very positive the were prompt and to the point and helpful with my questions that I had with the money transfers. I would recommend them with a great job. 

Frank S 

on BBB

3 years ago

I have been an Equity Trust client for more than 8 years. Always had excellent service, my business was buying Real Estate Mortgage Notes, Equity Trust always handed funds, when needed I always had had excellent customer service. You must read and complete paperwork carefully when you fill it out. Frank 

Sandra D 

on BBB

3 years ago

ATROCIOUS customer service, many mistakes that they won't fix, and high fees. They do not answer the phone, do not call back, do not respond to emails. We have done business with them for many years and have multiple accounts with our family and investors. Over the years the service has gotten progressively worse to the point that it is now unbearable and basically non-existent. I have been trying for a month to get items that were posted incorrectly to an account corrected but despite multiple attempts to contact the rep an... read more

Lorie S 

on BBB

3 years ago

I have NEVER left a negative customer review, and only one positive review. I am not prone to complaining. However, I am at my wits end. I don't know what to do. I simply cannot a human on the telephone no mater what I do. How can that be? My client's account ran into some paperwork problems with an account that somehow got wrongly titled. She receives dividend checks but cannot cash them (they are not in her name) and cannot move the account. Over the summer 2021 we were directed to complete some paperwork to correct the pr... read more

Jenny o 

on BBB

3 years ago

Horrible, no customer service, expensive $1200 a year fee! And you are on hold for at least 90 minutes to speak to anyone. I plan on reporting them for price gouging. Go anywhere else....was with them for 5 years finally transfer all my assets out. Jennifer 

Don P 

on BBB

3 years ago

I was concerned when reading the negative reviews about service, but I found the service was great. I had an opportunity to invest in a startup with significant gain potential, but it required moving quickly. I had a Roth IRA at ******, and had to cash out of it, open a new Roth IRA at Equity Trust, move the funds from ****** to Equity Trust, the get the investment approved and the funds transferred to the investment company. We did all this in basically 8 days. It took ****** 4 days to transfer the funds, because funds tran... read more