Equity Trust Company

1 Equity Way, 44145, Westlake, United States
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3.15
Based on 20 Reviews

5

40.00%

4

15.00%

3

0.00%

2

10.00%

1

35.00%
About Equity Trust Company

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. Our mission is to inspire, educate, and support investors to achieve more.

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Wayne Hurst
GB

When funding my account I was one… When funding my account I was one dollar over the amount to cost me $700 instead of $500 annual fee. Of course I wasn't advised to fund it with $1 less. They said they'd credit me the $200. It's been 3 months of 12 emails and phone calls and still no credit. Everything with them is slow and cumbersome. They're like dealing with the Federal Gov't Bureaucracy! Once this house flip is complete, I'm done with Equity Trust forever!

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M LookMtn
GB

BEWARE OF THE FEE SCHEDULE! YOUVE BEEN WARNED I just recently closed my account with ET. My advice is avoid at all cost. They held assets for me for less than 18 months, for that and account closure I've paid them $1130. Outrageous is a word I've seen many times in these reviews and it applies. It is my contention that I was never invoiced for any charges which didn't show up until I went to close the account. When I did speak to an agent they were always nice and helpful. There was too much switching to this and that department for the correct information. Had I (and I admit my own mistake) properly read (which I thought I did) and UNDERSTOOD their fee schedule I would never have signed up with these people and obviously will never do so again. If your considering using these people: UNDERSTAND THE FEE SCHEDULE!

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Alice Chappell
GB

I won a real estate auction and was… I won a real estate auction and was able to get the down payment sent within the deadline that day and an agent from ETC emailed requesting for the closing agent information soon after. The two emailed a couple of times and set a possible closing date already.

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Galina K
GB

I have updated my beneficiary I have updated my beneficiary. The electronic form changed the account owner's name and there were no way to fix it. I have called numerous times for this to be fixed. Now they are writing letters to me with a wrong name. Such serious security flow and nothing is fixed for weeks. Horrible unacceptable negligence. Lost trust in this company.

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Denise A
GB

Readily Available. This was the first time I did a self directed IRA and I should have planned alot sooner to get it all in line but Equity Trust was fully available to help me get this deal closed on time and funded. Thanks a million looking forward to repeating with your company and doing the master class.

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