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Equity Trust Company
- Financial Services
- Westlake, OH
About this business
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 |
I give them a biz ZERO for customer service. They held up funds of a wire transfer for 10 days. I complained and it got resolved but the result was a loss in profits to me due to the lag time. I would not recommend them ever again.... It was a wire, not a check. I think someone was asleep at the wheel.... Just last week I sent a wire from ***** **** ** ******* ****** and the wire was complete within 2 hours. Not happy about this and very frustrated...
They have been excellent to deal with. Both Jaclyn and the other Jackie were fabulous!
Business response:
Hi *******, thank you for taking the time to tell us about your experience with our team! We appreciate your feedback.
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!
Frequently asked questions about Equity Trust Company
How is Equity Trust Company rated?
Equity Trust Company has a 4.2 star rating with 2,462 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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