i have a gold level account but i do not have a concierge - i have asked and am waiting for someone to contact me
Review by Manorcroft3 weeks ago
Equity trust has always been very helpful and has made the entire process very easy. I’m very happy with my decision in choosing them. I would highly recommend them. Their customer service is exceptional.
Review by Leasere3 weeks ago
Great Job!!!!!!!!!!!!!!!!!!!!!!!!!!
Review by Marleyb1 month ago
Great help when needed, efficient. Reps are very patient.Thank you
Review by Yanagihashi1 month ago
Representatives are apparently seldom in the office or available and have not returned voicemails for days to weeks. Representatives consistently try to shift the blame to others and recording on hold claims amazing service. Far less than amazing service in my experience. Superiors are always out or in meetings when requested to speak to them.
Review by Ryzen1 month ago
Improving every day, The my equity platform has made the bill pays seamless! Most employees are very knowledgeable and helpful.
Review by Kajiman Kelawan1 month ago
Always very responsive, completes my bill paying with efficiency. I do believe my yearly maintenance fees are to high though.
Review by Scohen Lazdynsh1 month ago
As a real estate broker for 40 years as well as an investor I find using Equity Trust for my IRA is most beneficial. They are easy to deal with, responsive and timely.
Bob Graeve
Review by Stoneman2 months ago
Good. Really quite good.
Review by IMwalleT CruiseOne2 months ago
Service is getting horrible. A couple months ago they returned a tenants rent payment to me that had been deposited for months with no problem because they had the same last name.
This month another tenant's check was not deposited, I sent three emails asking if they had the check. Supplied them with amounts and check numbers and each time they assured me they didn't have the check.
Gave the tenant a three day notice so they put stop pays on the checks and overnighted new ones. When they arrive Equity Trust then says they have had them all along. They say they emailed me on the 10th but due to technical issues can't give me a copy of the email or proof it was sent, but they have notes. In that period of time I traded a dozen emails with them.
They refuse to reimburse any of the extra cost from the bad information they provided.
Review by AnastasiaRivera Chaquea2 months ago
Expert, professional, and hand-holding service to walk me through my first investment property purchase with Equity Trust.
Easier than ever imagined. Can’t wait to buy another one!
Review by IoMada Stielle2 months ago
Very happy with the service I received. I esp like the notification of a bill received and then when it is paid.
Review by Hegestrand2 months ago
I’ve used ETC for almost a decade now and couldn’t be happier. Upgrade to their gold level and you won’t be disappointed. The online forms, bill pay, and deposit forms make it easy to manage your account without calling in. When you do call in, they are quick to offer you the forms you need or walk you through online. Good people, quick turnaround when required and they really try hard to educate new investors of their options. One wish is that they had a more advanced educational track as well.
Happy Customer!
Review by Vandralyn Pressie2 months ago
Equity has come through on everything they promised so far. I am so happy I switched companies for my self-directed IRA!
Review by RNeely2 months ago
I am very impressed by the service, quick turnaround to requests and accessibility of all information.
Review by Raiyine Barbilla3 months ago
Good follow through and communication.
Review by Bombart3 months ago
I've been a client for 10+ years. I've always felt their fees were reasonable, but their customer service has really improved over the past 2 years. Most importantly, I feel very secure with them being the custodian of my money.
Review by Nashrah3 months ago
informative and educational approach - no pressure
Review by Musial Korschgen3 months ago
Absolutely fantastic company. I buy and sell quite a few properties and everything always goes smoothly. There is rarely even a small wait to speak to customer service and once you get representive you never need to be transferred. I recommend it to everyone looking for a real estate self-directed IRA. I cannot speak to the other aspects but I can't imagine equity trust not being top of the line in those areas too
Review by Tanjid3 months ago
Equity Trust is accurate and they do what they say and do it when they say. I have complete confidence that the transaction will be done correctly and timely. In fifteen years, I have had NO re-do on a transaction.
Review by YXu Tiegan3 months ago
EXCELLENT SERVICE AND VERY HELPFUL PEOPLE
Review by Sukriye3 months ago
Easy to work with. Excellent customer service. Prompt service. Highly recommend.
Review by SallyJPT Phamily3 months ago
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Review by Mandalina3 months ago
Excellent Company to do business with!
Review by Zéroun3 months ago
I have had a ridiculous amount of problems with Equity Trust
