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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 |
Everything sounded good at first, after we got our quarterly report was much lower than we invested. Talked to the person in charge at Hartford Gold/ Equity Trust he stated that there was more than what was on the quarterly statement. The statement as of today still doesn't show the amount that he quoted over the phone. I asked to send a email but he said no just write it down. I feel they are being dishonest because Gold has increased in value since 10/2023 until 11/2024.
Business response:
Hi *******, we regret to hear you did not have a positive experience. We would like to help you resolve this issue, but need more information to do so. Please send the information associated with your account to **********************
Company has many hidden fee's. I paid for 1 fee (which was exorbitant) to cancel, and was charged more on my credit card than what I agreed (under protest) to pay. NO statement-no notification-no receipt. I had to call to find out what the higher charge was, and only got an arrogant response from CS rep.
Business response:
Hi *****, thank you for taking the time to leave us your feedback. Our team has looked into your situation. If you have any further questions or concerns, please send the information associated with your account to **********************
This once fine company is now horrible. IMPOSSIBLE to reach anybody by phone or email -- even for urgent matters. If you are an RIA looking for custody services, RUN to another provider. You'll thank me later. Thankfully, I kept most of my client assets with another custody firm in case something like this happened.
Business response:
Hi ****, we regret to hear you have not had a positive experience with Equity Trust. We would like to help you resolve this issue, but need more information to do so. Please send the information associated with your account to *********************.
They were very good in answering all of the questions that I had and were good in getting the item shipped to me as promised I will do business with them again
Business response:
Thank you for taking the time to tell us about your experience with our team! We appreciate your feedback.
The single worst experience I've ever had with custodial stock account holder. The right hand does not know what the left hand is doing. I was billed and paid maintenance fees for years only to find out the account on file had zero value after 2017. I tried repeatedly to terminate the account. I sent letters, emails and made phone calls. Each time I got someone on the phone, it was like starting over again. After nearly 5 years of trying to terminate my account, I received a letter from Equity claiming past due fees in the a... read more
Business response:
Hi ****, we regret to hear you didn't have a 5-star experience. Our team is looking into your case. If you have any further questions, please send your contact information associated with your account to *********************.
Transfer was completed with help from friendly and knowledgeable personel.
Business response:
Hi ******, we appreciate your feedback and are happy to hear our team was able to provide a positive experience.
The transaction is progressing. All is satisfactory. Employees friendly and helpful
Business response:
Hi ******, thank you for taking the time to tell us about your experience!
Horrible. I've been tying to get monies transfered from Morgan Stanley for 4wks now.The on boarding team lead by Mae is unresponsive to emails and phone messages. I do not get replies .I have called about 10 times, and except for once ,always gotten voice mails and no response. They have lost my account a tremdous amount of monies due to their incompetence . Their excuse is its always someone else's fault.
Business response:
Hi ***, our team has looked into your case. We regret to hear your experience was not a positive one, if you have any further questions please reach out to **********************
Great job! The customer service after initial salesman is great!
Business response:
Hi Ben, thank you for taking the time to leave a positive review! We are happy to hear our team has provided you a positive experience.
Frequently asked questions about Equity Trust Company
How is Equity Trust Company rated?
Equity Trust Company has a 4.1 star rating with 2,021 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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