Equity Trust Company

Jack L 

on BBB

a year ago

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

Ted K 

on BBB

a year ago

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. 

Jennifer A 

on BBB

a year ago

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

david g 

on BBB

a year ago

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

Ron E 

on BBB

a year ago

Equity Trust has been great to work with. I have had excellent customer service when the need has arisen. I highly recommend Equity Trust. 

Carlton W 

on BBB

a year ago

Still waiting for my distribution which I requested on January 27, 2024. Can't seem to talk to the right person. 

Biaggio R 

on BBB

a year ago

Gold Level Service is excellent. Service representative help me enter the information. Pointed me to an email to send a file. 

Gene H 

on BBB

a year ago

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

Rebecca S 

on BBB

a year ago

initially, I had conducted my investments, with another American Hartford Gold representative and was disappointed with his service. Mr. Jamie *****, Director of Compliance contact me, He was professional, informative and efficient. He took over my account and informed me he was going to be My representative. I was satisfied with his services and I felted secured that I made my investment with American Hartford Gold. I will be recommending my family and friends.