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Business Profile

Trust Company

Equity Trust Company

Headquarters

Reviews

This profile includes reviews for Equity Trust Company's headquarters and its corporate-owned locations. To view all corporate locations, see

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Equity Trust Company has 3 locations, listed below.

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    Customer Review Ratings

    2.91/5 stars

    Average of 78 Customer Reviews

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    Review Details

    • Review fromAnthony P

      Date: 01/13/2025

      2 stars

      Anthony P

      Date: 01/13/2025

      I think responding quicker to your clients with the issues they have also process requests in more of a timely manner communicate with your clients more.

      Equity Trust Company

      Date: 02/11/2025

      Hi ******** thank you for taking the time to leave us your feedback. We regret to hear your experience was not 5-stars, and will use this as an opportunity to improve in the future.
    • Review fromMarain M

      Date: 12/02/2024

      1 star
      I give them a biz ZERO for customer service. They held up funds of a wire transfer for 10 days. I complained and it got resolved but the result was a loss in profits to me due to the lag time. I would not recommend them ever again.... It was a wire, not a check. I think someone was asleep at the wheel.... Just last week I sent a wire from ***** **** ** ******* ****** and the wire was complete within 2 hours. Not happy about this and very frustrated...
    • Review fromDarlene O

      Date: 11/22/2024

      5 stars

      Darlene O

      Date: 11/22/2024

      They have been excellent to deal with. Both Jaclyn and the other Jackie were fabulous!

      Equity Trust Company

      Date: 12/02/2024

      Hi *******, thank you for taking the time to tell us about your experience with our team! We appreciate your feedback.
    • Review fromWallace w

      Date: 11/04/2024

      1 star

      Wallace w

      Date: 11/04/2024

      Everything sounded good at first, after we got our quarterly report was much lower than we invested. Talked to the person in charge at Hartford Gold/ Equity Trust he stated that there was more than what was on the quarterly statement. The statement as of today still doesn't show the amount that he quoted over the phone. I asked to send a email but he said no just write it down.
      I feel they are being dishonest because Gold has increased in value since 10/2023 until 11/2024.

      Equity Trust Company

      Date: 11/07/2024

      Hi *******, we regret to hear you did not have a positive experience. We would like to help you resolve this issue, but need more information to do so. Please send the information associated with your account to **********************
    • Review fromDuane O

      Date: 10/14/2024

      1 star

      Duane O

      Date: 10/14/2024

      Company has many hidden fee's. I paid for 1 fee (which was exorbitant) to cancel, and was charged more on my credit card than what I agreed (under protest) to pay. NO statement-no notification-no receipt. I had to call to find out what the higher charge was, and only got an arrogant response from CS rep.

      Equity Trust Company

      Date: 10/16/2024

      Hi *****, thank you for taking the time to leave us your feedback. Our team has looked into your situation. If you have any further questions or concerns, please send the information associated with your account to **********************
    • Review fromPaul M

      Date: 10/11/2024

      1 star

      Paul M

      Date: 10/11/2024

      This once fine company is now horrible. IMPOSSIBLE to reach anybody by phone or email -- even for urgent matters.
      If you are an RIA looking for custody services, RUN to another provider. You'll thank me later. Thankfully, I kept most of my client assets with another custody firm in case something like this happened.

      Equity Trust Company

      Date: 10/16/2024

      Hi ****, we regret to hear you have not had a positive experience with Equity Trust. We would like to help you resolve this issue, but need more information to do so. Please send the information associated with your account to *********************.
    • Review fromDervuni F

      Date: 10/02/2024

      5 stars

      Dervuni F

      Date: 10/02/2024

      They were very good in answering all of the questions that I had and were good in getting the item shipped to me as promised I will do business with them again

      Equity Trust Company

      Date: 10/09/2024

      Thank you for taking the time to tell us about your experience with our team! We appreciate your feedback.
    • Review fromMike M

      Date: 09/30/2024

      1 star

      Mike M

      Date: 09/30/2024

      The single worst experience I've ever had with custodial stock account holder. The right hand does not know what the left hand is doing. I was billed and paid maintenance fees for years only to find out the account on file had zero value after 2017. I tried repeatedly to terminate the account. I sent letters, emails and made phone calls. Each time I got someone on the phone, it was like starting over again. After nearly 5 years of trying to terminate my account, I received a letter from Equity claiming past due fees in the amount of $340. I asked them to waive the fees and management doubled down and said no. They then came back with a fees, penalties and cancellation fee in the amount of $695. It's dishonest and deceptive business practices like this that would lead me to never recommend this company.

      Equity Trust Company

      Date: 10/09/2024

      Hi ****, we regret to hear you didn't have a 5-star experience. Our team is looking into your case. If you have any further questions, please send your contact information associated with your account to *********************.
    • Review fromThomas S

      Date: 08/04/2024

      5 stars

      Thomas S

      Date: 08/04/2024

      Transfer was completed with help from friendly and knowledgeable personel.

      Equity Trust Company

      Date: 08/07/2024

      Hi ******, we appreciate your feedback and are happy to hear our team was able to provide a positive experience.
    • Review fromLouane B

      Date: 07/25/2024

      5 stars

      Louane B

      Date: 07/25/2024

      The transaction is progressing. All is satisfactory. Employees friendly and helpful

      Equity Trust Company

      Date: 08/07/2024

      Hi ******, thank you for taking the time to tell us about your experience!

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