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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 |
Great company! I rolled my 401K over from Fidelity, the service I receive at Equity is amazing! I would highly recommend using Equity!
Business response:
Thank you for taking the time to tell us about your experience with Equity Trust! We appreciate your feedback.
Great company, great product, and awesome customer service. Every interaction I have had has been amazing!
Business response:
Thank you for taking the time to tell us about your positive experience with Equity Trust! We appreciate your feedback and your review!
I have had an IRA with Equity Trust for the last 10 years and I tell everyone about how great they are. Not only can I invest in real estate and crypto in the same account but the fees are really reasonable. I have checked out other competitors and they nickel and dime you for everything but with Equity it is all included.
Business response:
Thank you for taking the time to tell us about your experience with Equity Trust! We appreciate your positive feedback.
I have had an IRA with Equity Trust for the last 10 years and I tell everyone about how great they are. Not only can I invest in real estate and crypto in the same account but the fees are really reasonable. I have checked out other competitors and they nickel and dime you for everything but with Equity it is all included.
Business response:
Thank you for taking the time to tell us about your experience with Equity Trust! We appreciate your positive feedback.
Equity Trust has been great, they offer so many options for investing both traditional and alternative investments. I have been a client for 11 years and have never had a bad experience.
I have had a SDIRA with Equity Trust for several years now. Their maintenance fees are reasonable and I have never had a problem interfacing with the people who work there. Their website is simple and easy to navigate.
Business response:
Thank you for taking the time to tell us about your experience with Equity Trust. We appreciate your positive review and feedback!
The User website is completely dysfunctional. It should be organized by Asset/Investment. I should be able to see what documents I have submitted for each, as well as payments made, maturity. Everything is organized by a drunken lobster. "My Accounts" shows a non-descriptive list of activity. "Investments" gives links to how I can invest, not my actual investments. It takes me an unreasonable amount to time to do anything in the Login website, and I still have to call customer service, Every. Single. Time. Every time I log i... read more
My father passed away owning a SDIRA with Equity Trust. Initially they were helpful. My father had some expenses that needed to be paid, and as soon as Equity Trust ID’d me as my dad’s beneficiary (through documentation verification), they assisted me in getting these payments out (per my request). Thereafter, I reached back to request guidance on transitioning the IRA into an inherited IRA for myself. The person who was assigned to assist will not respond to calls or emails. I emailed him on June 8th and asked for guidance.... read more
I don't understand all the negative reviews. I recently opened a SDIRA with Equity Fund for a real estate transaction and I had very good customer service throughout the process. My emails were responded to the same business day and sometimes even within minutes. The wait time on the phone was minimal and the advisor on the call was knowledgeable and efficient. Equity Fund offers better features for paying bills and receiving payments than similar companies.
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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