Equity Trust Company

Skip C 

on BBB

3 years ago

To have the option to invest my IRA funds my way is awesome. To have a custodian with investment structure and oversight that is approved by the IRS makes it legal. Equity Trust has a web site that affords all the options and needed paperwork to ensure optimum latitude and proper compliance with IRS laws, and streamlined process and procedure to make investing as simple as it can possibly be, and still be compliant. Equity Trust Customer Service backs up and supports all investment activity to help in navigating all the inve... read more

Shari S 

on BBB

3 years ago

Equity Trust Company is just the ticket for my 401K rollovers. I already had one retirement asset with Equity and a family member suggested opening my own self-directed IRA, to allow me a more "hands-on" approach for investing . I opened a self-directed IRA with Equity and I am using the account for purchase of home for rehab. I find Equity staff to be prompt, efficient and very professional. Equity has met all of my requests in a timely and efficient manner and I couldn't be happier with Equity services. 

richard r 

on BBB

3 years ago

These people are opportunistic crooks. They "create" items and processes which they then use to charge you fees, before even starting the process of issuing your funds back to you. You may think all things are going along fine, while they're holding your investments, until you try & get your money transferred into another IRA account. 

Debi K 

on BBB

3 years ago

I'm very pleased with the service and user-friendliness of the site. They have been wonderful! 

Brenda W 

on BBB

3 years ago

My husband and I have IRA investments with Equity Trust Company. We recently sold one of our assets, and we found ETC’s representatives very knowledgeable, helpful and patient in guiding us through the process. We are senior citizens, and appreciate their respectful explanations and communications, making this a very positive experience for us. 

John H 

on BBB

4 years ago

Equity Trust is amazing to work with, they are experts in their industry and happy to help no matter your experience level. 

Debra 

on BBB

4 years ago

I have worked with two IRA custodians, so there is a basis for comparison. For each transaction, ETC has assigned an individual to collect documents and process funds - it has been seamless. We have done about 17 loan transactions since last summer, and in each instance, the documents were approved and funds delivered on time. Fees are transparent and reasonable. I am glad we switched to ETC, although I would caution others to try to liquidate assets prior to making the transfer - lots of steps involved with transferring mor... read more

Carolyn T 

on BBB

4 years ago

Great experience with Equity Trust. Needed to turn around some documents fast for a borrower and they came through. Everyone was happy. They have exceeded my expectations. 

Bob B 

on BBB

4 years ago

Equity Trust Company is just what I needed when I wanted to rollover my 401K after retirement. I opened a self-directed IRA with Equity and have been completely satisfied with them. I highly recommend them to anyone looking to open their own self-directed IRA. They have my options available to investors looking to have a hands on approach to their investments. I personally have used my self-directed account to purchase and rehab residential properties. Equity has met all of my requests in a timely and efficient manner and I ... read more