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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 |
Professional, ease of account opening, very helpful with educational resources.
Business response:
Hi *******, Thank you for taking the time to leave us a review. We're so happy to hear you find our education helpful and that the process of opening your account was straightforward! To your success, Melissa
Every transaction I have had has been accurate and very prompt. I would recommend Equity Trust Company to anyone that is considering using a self directed IRA for their investments. Andrew
Business response:
Hi *******Thank you for the review! We're so happy to hear your experience with Equity Trust has been positive and we appreciate you taking the time to let us know. Sincerely, Melissa
Equity Trust, is a great company. My wife and I have 5 accounts with them and many friends and family have used them as well. I would highly recommend them. Go to one of their free seminars or webinars. You will learn a lot. Special Thanks to John *****who has helped me on a lot of deals. Thanks Keith ******
Business response:
Hi ******thank you so much for taking the time to share such positive feedback about Equity Trust. We're so happy we can provide value to you and your family through our education and service. Sincerely, Melissa
I opened a self-directed IRA with Equity Trust Company and couldn't be happier with their services. This is a bit of new experience for me so their experts were extremely helpful in answering all of my questions promptly and accurately. I recommend the gold level package - with the purchase of a couple houses out of my IRA, they have very quick to respond and were ready to wire the funds as soon as I let them know. They offer an online bill pay service to pay utility bills, construction invoices, insurance bills etc. - the b... read more
Business response:
Hi *****, We are so happy to hear all of these areas you appreciate and utilize as an Equity Trust client. We continually strive to provide our clients with great technological solutions and superior customer service. Thank you for taking the time to leave a positive review of your experience - We appreciate you! Sincerely, Melissa
I have used ETC for 10 years. They have been accurate in the many transactions I have done with them.
Business response:
Thank you for taking the time to leave us a review. We're very pleased to hear we could provide satisfactory service to you over these past ten years. Sincerely, Melissa
It’s just over two months I am with Equity Trust. I recently purchase a property for a fix and flip, also, just completed renovation and getting ready to place it in the market. . Services and guidance provided throughout the process by Gold Level staff made this an extremely smooth transaction. Honestly, since this is all new to me and not knowing what to expect, I thought it would have been complicated. However, I appreciate their professionalism, patience and guidance taking me through the process.
Business response:
Hi, ****** - Thank you very much for taking the time to leave us a review. We're so happy to hear your experience with Equity Trust has been positive! We will continue to strive to provide the professionalism, patience, and guidance that you appreciate. Sincerely, *******
My wife needed to rollover shares in a closely-held farm from one Self-directed trustee to Equity Trust (where the original funds came from). For weeks they dithered and then, without giving any reason, refused to allow the shares to be rolled over. We already have substantial holdings in gold and have had these for many years with Equity Trust. Their refusal has cost us the tax dollars on shares that are not liquid. So much for "Self-Directed."
Business response:
Hello - As mentioned on ****and ***********we would love the opportunity to discuss your situation with you and your wife. If you could please email your contact information to ********************* a member of our CARE Team will reach out to you. Again, I apologize for your negative experience. - Melissa
If I could leave a minus number for Equity Trust Company I would. They are incompetent, expensive dishonest, and unreliable. They hold a Traditional IRA account for me. I sold the asset in the account and am now trying to get the proceeds wired to another Traditional IRA account. It has been over 3 weeks and they continue to give me the run around about how busy they are with no assurance for a date certain or even if the wire transfer will be completed. I have filed complaints with the Cleveland Better Business Bureau and t... read more
Business response:
We apologize for any difficulties you have had with Equity Trust. We would like the opportunity to resolve any issues you are experiencing. Please email your contact information and the details regarding the issue to *****************and we will research the issue to see how we may help.
I would recommend not doing business with ETC. I held silver in a self directed IRA. It has taken over a month to close that account. They would not send account activity paperwork by email or regular mail. I have to wait for the quarterly reports to be mailed. luckily for me it is 10-1-19 and I was told that I should receive the report in a week or two no guarantee. STAY FAR AWAY
Business response:
Thank you for sharing your concerns. We apologize for the negative experience you had with Equity Trust. It is never our intention to cause any hardship to our clients. If a client decides to transfer assets from Equity Trust Company to another custodian, the receiving custodian initiates this process and Equity Trust Company follows their requirements for transferring assets and the necessary documentation to fulfill the transfer request. If you are experiencing outstanding issues or would like to share more about your expe... read more
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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