tom D.'s review of Equity Trust Company

Equity Trust Company

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Complaint Posted 8/6/2017
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DO NOT. repeat. DO NOT USE EQUITY TRUST COMPANY
Former long time customer when ETC seemed to be one of the only custodian for our self directed IRA/Roth account. What was once poor customer service continued to decline - if that's even possible. The last straw was when I wanted to establish a "check-book-IRA" and was told I could not (told more than once) by their incompetent staff. Despite other investors that had done the exact same thing w/ ETC. Other investor colleagues have experienced the same mixed messages, incorrect statements, etc. Most recently fellow investor can't get a loan funded by ETC (remember, it's her own funds) because the deal did not pass "review committee" her repeated attempts to resolve the issue has not been successful, she's now forced to have her attorney demand an answer as to why the denial. What a way to run a business - NOT! So many other quality custodians out there: Advanta IRA Services, Quincy Long/Quest IRA. Anyone BUT Equity Trust Company
 
 
 
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Additional Business Information
Hours   Phone   (855) 233-4382 Address   1 Equity Way
Westlake, OH 44145
Website   http://www.trustetc.com Email   EIServices@EquityInstitutional.com
Contact   New Contact Other  
 
 
 
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