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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 |
I agree the website can be diffcult to navigate.. Had to take my RMD last Dec. the customer service girl was very helpful and knowledgeable.
Business response:
Hi ***** we are happy to hear our team was able to provide a friendly and helpful experience! Thank you for your feedback, we hope to give you a 5-star experience in the future.
Unhelpful, unfriendly, unprofessional!! Equity Trust Company, why are you so bad??? Cory, Sheila and others representatives switch to each other and Sheila likes to say " Why did they transfer you to me" and switch to robotanswer... You could deal with their hotline for more than an hour and get very poor, unhelpful service! Dealing with Equity Trust Company is not nice at all! If you'd like to talk to a real person you could call as a NEW client and ask for a manager. Also, their web-online system does NOT work right and cu... read more
Business response:
We're sorry to hear about your experience and we value your feedback. Our teams are working diligently to serve our clients. Please reach out to us at ************ at your earliest convenience for assistance. Again, we apologize for your negative experience.
Opened an account with Equity Trust in late December with a zero balance. I planned on funding the account in January. I subsequently received a bill to pay for an account fee of $50 for opening it and a $320 annual maintenance fee. On Equity Trusts fee schedule, at least $15,000 is required in the account for the $320 maintenance fee to apply. It also lists a $1 minimum for the lowest annual fee of $225. I emailed the account representative that I worked with to open the account (Christian C.) stating that I was more than w... read more
Business response:
Hi *******, we appreciate your feedback. We regret to hear your experience with Equity Trust was not a more positive one. Please reach out to ***** ********if there is anything we can do to assist you further.
If you read thru the comments there is a visible trend. People putting money into Equity Trust are raving about the customer service. People wanting to pull money out are angry and frustrated. This is my experience as well. They were great up front, responsive to calls and emails, providing great information. Once I was onboard, I realized what a dumpster fire their website is and trying to get in touch with a human is next to impossible, I have yet to call them and not sit on hold for 30-45 minutes minimum and have been dis... read more
Business response:
Hi ********we're sorry to hear about your experience and we value your feedback. We would like the opportunity to address your concerns. Please reach out to us directly at ******************com when you have a chance. Thank you, and we look forward to hearing from you.
This company is extremely hard to deal with. I began in May, 2023, to have investment funds transferred into my name as the spousal beneficiary after my husband died in April, 2023. This took several months and numerous phone calls (with long waits on hold) and never speaking to the same person twice, before the funds were finally transferred into my name. I have now been able to transfer these funds out with the help of my financial advisor. This process took 7 months to accomplice.
Business response:
Hi *****, members of our team have taken steps to resolve the issue. We regret to hear your experience with Equity Trust was not more positive. If there is anything else you need, please send your contact information associated with your account to *****************.com so a team member can reach out to assist you.
The service at the company is despicable. The hold times for help are typically hours long. When a representative answer they are not helpful, document processing takes months, they do not contact to let you know if anything is needed for processing. There is NO avenue for escalation, they tell you someone will call and its just another representative that isnt helpful.
Business response:
Hello Heather, we regret to hear your experience with Equity was not a more positive one. Please send your contact information associated with your account to *****************.com so a team member can reach out to assist you. Thank you.
The customer service agent I talked to answered my questions on fees very professionally and friendly.
Business response:
Dean, thank you for taking the time to leave a positive review! We are happy to hear our team provided you a positive customer service experience.
I have been trying to sell my shares, since 8/7/2023. I have been given the run around for the last few months. Each time I have been told my transaction has been completed. But as of today, NOTHING has been done. Was told to send forms at least 4:different times. Meanwhile the value of my account has changed due to market. I can never get an answer. My rep who was handling things, basically never returned calls. The other person who decided to help is out of office. I am afraid they have done something incorrectly….and will... read more
I have had great service with Equity. The customer service agents are knowledgeable and will help you through all transactions. I have no complaints.
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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