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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 |
Equity Trust is one of the best Custodian Company's out there . Great service super educational tools and a great online platform.
Excellent customer service! They helped us achieve our self-directed investment goals and meet a tight year-end deadline on an investment purchase.
Business response:
Thank you for taking the time to tell us about your positive experience with Equity Trust. We appreciate your feedback.
This company is unreachable for existing customers. I’ve been left on hold for hours. No one calls back. I’ve emailed with limited responses to my questions. I need to close my account and transfer existing assets to Fidelity. I was told I owe $325 and they will not finish the transfer until this fee is paid. There is no fee posted to my account not have they given any direction on how to pay it except to contact them but NO ONE ANSWERS their phones! Catch 22! . Not sure where this is coming from. I’ve asked them to post the... read more
Business response:
I apologize for your negative experience, it is never our intention to cause our clients frustration or inconvenience them. I hope our team members who assisted you were able to do so in a timely and accurate manner.
Terrible customer service. After many e-mails trying to get someone to respond and resolve an issue with a rollover, I called and asked for a call back. Hours later - got a call and was told I would be routed to another department. I am still on hold 40 min later. This is typical for EI.
This is a great company if you have alternative/unusual investment types that other companies typically don't handle, and you prefer to self-direct your investments.
Business response:
Thank you for taking the time to leave a review about your experience with Equity Trust! We appreciate your positive feedback.
What a great company to work with. Very helpful group of people. Highly recommend this self directed IRA company!
Business response:
Thank you for taking the time to tell us about your positive experience with Equity Trust! We appreciate your feedback and you as a client.
Equity Trust Company has allowed me to do several types of Self Directed Investments
Fast and easy, Equity trust handled the purchase quickly and with min effort on my part.
Equity trust is a great venue to invest your IRA for self directing where and what to do with it. The team at Equity Trust is very knowledgeable, courteous, and prompt with answers and transactions.
Business response:
Thank you for taking the time to leave us a review. We appreciate your positive feedback and we're happy to hear you've had a great experience with the Equity Trust team!
Frequently asked questions about Equity Trust Company
How is Equity Trust Company rated?
Equity Trust Company has a 4.2 star rating with 2,229 reviews.
When is Equity Trust Company open?
Equity Trust Company is closed now. It will open on Monday at 8:00 a.m.
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