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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 |
Great service and works with customers with sharing knowledge and advice for their clients. Been with them for about years and not had a problem with their service. Thanks ****** *
Business response:
Thank you for taking the time to leave us a positive review! We're so happy to hear you've had a great experience with Equity Trust. We appreciate you as a client. Sincerely, Melissa
Do not use for international real estate. Service is terrible.
Business response:
I apologize for your negative experience with Equity Trust. It is never our intention to cause our clients frustration. If you would like a member of our team to look into your specific situation, please send your account/contact information to our Care Team - **********************
I have been with EquityTrust now for 2years now. I have traded in mutual funds, stocks, and a real estate transactions. I have had excellent customer service whenever I’ve needed them. The trading platform is very simple to use making it a joy wether purchasing or selling. My real estate transactions were top notch and all bills were paid in a very timely manner, extremely effortless, with no issues. My only regret is that I didn’t know about these self directed ira’s years ago, but I’m happy I finally found out about Equity... read more
Business response:
Hi ******* Thank you for taking the time to leave a positive review about your experience with Equity Trust. We value your feedback as our client and are happy to hear you've had a satisfactory experience with us! Sincerely, Melissa
They get better all the time and have smart, patient staff members that put up with me in a very respectful way. I like their intense attention to the details. They look out for their clients.
Business response:
Thank you for the review! We're so happy to hear you've had a great experience with Equity Trust and we appreciate you as a client. Sincerely, Melissa
I’ve used the Equity Trust company to invest my IRA funds beyond just plain equities but specifically in real estate. They have been very helpful and efficient at a most interesting price point. I could not have wished for a more pleasant experience.
Business response:
Thank you for the review! We're very glad to hear you've had a positive experience with Equity Trust.
I appreciate the timeliness and efficiency with which Equity Trust Company executes my requests and transactions. I was impressed from the beginning and after nine years of association I have no cause to change my mind. Keep up the good work.
Business response:
Thank you for taking the time to leave a review! We appreciate your feedback as our client and we're happy to hear you've had a satisfactory experience with Equity Trust for the past nine years.
I have been with Equity Trust for my self-directed IRAs for the past 12 years. Early on-line security was not the best. This is no longer the case, and I am more than confident my cash funds are very well protected from unauthorized access. Service during property acquisitions, and distributions (RMDs) are handled on a timely basis.
Business response:
Thank you for taking the time to leave a review. Equity Trust takes account security very seriously and we're happy to hear you've seen improvements. We appreciate your feedback.
First time trader. I was shown an invoice for 25k$ assortment of gold and silver. I said yes lets' buy it. The next time I saw the same invoice, same weight, same quantity, same everything except the price, was now the total amount of my account . Gold price was approximately 10k$/ounce compared to the less than 2k$/ounce on the original invoice. Contested sale, still no resolution. Watch out for these people!
Business response:
We’re sorry to hear you’ve had a dissatisfactory experience. With a self-directed IRA, the account owner is in control of their investments and chooses which metals dealers they purchase from. Equity Trust is the custodian. From a customer service standpoint, we do everything we can to help make the process simple and maintain an open line of communication with our clients, and we apologize if this did not meet your expectations.
Been with Equity for about 6 years. Gotten much better service and timeliness
Business response:
Thank you for the review! We appreciate your feedback and we're happy to hear we've improved our service and timeliness over the past six years. We will continue to make improvements to better serve our clients in the future. Sincerely, *******
Frequently asked questions about Equity Trust Company
How is Equity Trust Company rated?
Equity Trust Company has a 4.1 star rating with 2,027 reviews.
When is Equity Trust Company open?
Equity Trust Company is closed now. It will open tomorrow at 8:00 a.m.
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