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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 |
My husband requested a full transfer of funds “in kind” on March 19. Later Equity Trust said they needed further information. ****** ******* ****, who had submitted the initial paperwork, contacted Equity Trust on March 25 and resolved any issues. Equity Trust still has not transferred the funds. It’s April 9. When **spoke with Equity Trust today, they were told that all is in order but they've been busy because of tax season. What kind of amateur organization is this? We still have no promise date of the fund transfer.
Business response:
Hello ******our team is looking into your case. If you have any further questions, please send your contact information associated with your account to **********************
Your company is causing me and my wife stress beyond any imagination. Your company is impossible to talk to has NEVER ONCE answered a phone . Your company does Not return messages left. Your company refused to help with a simple RMD, Hartford had to help and they screwed it up also Now I face having to withdraw all my funds from both accounts as the only way I can see to solve problem. I see your company is horrible at this based on TEN PAGES OF COMPLAINTS ON THE BBB. Had I know your company would be handling in this manner ... read more
Business response:
Hi ***** thank you for taking the time to leave us your feedback. We regret to hear you did not have a positive experience. If there is anything unresolved that we can assist you with, please send your contact information associated with your account to C*********************
Stay far away from Equity Trust. They have the worst customer service of any financial services company I've every dealt with. Since you can never get through on the phone, I've emailed for help on correcting an asset in my account several times over the last 3 months and had zero response.
Business response:
Hi ****we appreciate your honest review. We set a high standard for ourselves, and we are disappointed to hear that your experience with us was not a positive one. Please send your contact information associated with your account to ******************com so a team member can reach out to assist you in finding a resolution.
I’ve reached out to Equity Trust Company 3/11/2024 to clarify why I received an invoice for metals storage in the amount of $150.00 due by 3/27/2024. The metals storage was for coins that I liquidated with ******* *******since 12/28/2023 which is still under process's until now. Equity Trust has transferred the coins over to be liquidated for cash since 1/24/2024 and ******* *******has been holding this for 60 business days and they can’t explain the logistics of their process. Both these companies are shady with their trans... read more
Business response:
We regret to hear about your experience and appreciate your feedback. A member of our team will be reaching out to you soon.
Horrible Customer Service, I have been using this Company for over 10 years, and have never been LET DOWN in the manner on my Last Transaction. I reached out to a Team member, she acknowledged my Request, but then she went Out Sick, for 3 days, My Transaction DID NOT FUND, and I almost Lost the Deal!! what blew me away, is that this Large Leading Edge Company, that I have relied on for many years does NOT have in place a System that assures that a Task in the QUE gets Completed, regardless if ONE person misses work for 3 Day... read more
Business response:
Hi *****, it is unfortunate to hear about this experience. Someone from our team will be reaching out shortly.
Equity Trust has been great to work with. I have had excellent customer service when the need has arisen. I highly recommend Equity Trust.
Business response:
Hi ****thank you for taking the time to tell us about your positive experience!
Still waiting for my distribution which I requested on January 27, 2024. Can't seem to talk to the right person.
Business response:
Hi *******, we are sorry to hear about this experience. Our team has reached out and will continue working with you until this has been resolved.
Gold Level Service is excellent. Service representative help me enter the information. Pointed me to an email to send a file.
Business response:
*******, thank you for taking the time to leave positive feedback. We are happy to hear our team provided you a positive experience!
Watch Out. Especially if you're looking for any level of customer service. I opened a Self-directed Roth IRA on 1/29/24 and after paying them a $275 setup fee, I got no help setting up the investments I wanted to add to the IRA. I was directed to watch a YouTube Video that provided only vague directions. After speaking with my "Onboarding Specialist", I was encouraged to call the investment company and tell them I was working with Equity Trust and they would know what to do. Unfortunately, that was not the case and I ended u... 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 2,185 reviews.
When is Equity Trust Company open?
Equity Trust Company is open now. It will close at 6:00 p.m.
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