Equity Trust Company Equity Way, Westlake

Why would you ever want to do business with this company? I was rolling my IRA to better company and they failed to explain there would be a flat fee of $63. After I received my check I was shocked to find I didn't get all my money. Called to explain my frustration and all they could come up with is it was a flat fee. Shame on you if you want to give these people your money.

I am completely satisfied with my experience with Equity Trust Co. The systems are user friendly and the response time is very short. I have already recommended them to others, and will continue to do so.

Mediocre customer service, they are more worried about getting their annual fee. Plus they find ways to make you pay additional charges for everything whether its writing a basic check somewhere or even $40/year for paper statements, not worth it, wish I would have shopped around a lot more prior to selecting Equity Trust

Equity Trust Co. has exceptional customer service, delivering prompt execution of requests, and making the entire process easy to deal with. These guys are terrific.

Everyone I worked with was friendly, knowledgable, and helpful.

I have completed two real estate investment transaction through Equity Trust Company. The transactions were completed without incident and the service offered was world class. This is a first class organization.

Every interaction with this company has been unpleasant. I eventually cancelled my account. After many months of getting statements of $0.00 balance I asked them to stop sending me mail and they told me it would cost $225 to cancel my account. (I thought I already cancelled.) This typifies my interactions.

Shelly Ipavec and Vincent Laudato were a pleasure to work with. They were extremly helpful in assessing the problem I encountered and assisted with a 3 party company in making my transaction to process successfully. They were very profossional, patient and communicated both through email and on the telephone the process which is very rare these days.

I moved to Equity Trust from another SDIRA company earlier this year. My husband and I both have accounts, and I have recommended Equity to others. I have found that they respond quickly and their reporting is excellent. I would absolutely recommend this company for your SDIRA account.

FRAUD alert ! If you want a honest and easy, this is not the place for you. Run in fact. We lost our investment, closed an account, and received a 1099 for DOUBLE our investment in 2016. They refused to change it until they received the original paperwork. We've gone back and forth about this. They refused to make changes to the 1099 for 2016. They finally, in November 2017, made the corrected change on the paperwork but have refused to send us a corrected 1099! And I opened my mail today and what did I receive but a 2017 for the original amount. So now I have a tax bill for 1.5X the invested amount. RUN and run fast