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Rated 5 out of 5 stars

Lucas Sarcona is amazing!! It took 29 minutes from start to finish closing my wife's IRA and my IRA. I began this journey in January 2026 and have spoken to Anna, Alli, Michelle, Joelle, Mareibell, Kr... See more

Company replied

Rated 5 out of 5 stars

Leslie Anna was very helpful in solving my particular situation. She took the time to find out why my recurring distribution didn’t happen and then she took even more time to make sure it was resolved... See more

Company replied

Rated 5 out of 5 stars

I have been doing business with Choice for many years and they are always very helpful with any issues or questions I have. they have a great team of folks and I would highly recommend them to anyone... See more

Rated 5 out of 5 stars

I needed some info from Digital Trust and Jacob was there to help me. He was very pleasant and he answered every question I had plus provided other useful info that helped my situation. Thanks Digit... See more

Company replied

You should know

4.9

Excellent

TrustScore 5 out of 5

320 reviews

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Replied to 100% of negative reviews

Typically replies within 24 hours

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Rated 5 out of 5 stars

Kayla got my account issue sorted out…

Kayla got my account issue sorted out quickly! Cheers!

February 25, 2026
Unprompted review
Choice logo

Reply from Choice

We're here to help and we're so glad that Kayla was able to give you a great experience. If you have anymore questions in the future, please don't hesitate to reach out.

Rated 5 out of 5 stars

Request for RMV form

When I called Choice, I spoke to Lucas and explained to him what I needed, in a very polite manner he conducted the usual background checks to verify who I was, then he verified my needs and told me he would email these to me in about 10-minutes. I received the forms via email before the 10-minute period. Thank you, Lucas!!

February 23, 2026
Unprompted review
Choice logo

Reply from Choice

We're so glad you're enjoying the Choice experience, Michael! If you have anymore questions in the future, please don't hesitate to reach out.

Rated 5 out of 5 stars

Amazing fast experience / Great Kayla Customer Service

Kayla has been fantastic to work with and consistently prompt, responsive, and always on point with follow-ups and communication. She brings a strong sense of ownership and clarity to every interaction, which makes coordination smooth and efficient.

More broadly, the overall experience with Choice has been excellent. The level of professionalism, responsiveness, and customer focus truly stands out and makes a meaningful difference in how easy it is to work together.

February 24, 2026
Unprompted review
Choice logo

Reply from Choice

Ashok, we truly appreciate your details and kind words about your experience with Choice. If you need anything, we're here to help! Have a great day.

Rated 5 out of 5 stars

Leslie Anna was top-notch

Leslie Anna was top-notch. She has the perfect mix of professionalism and comfortable personal conversation. She answered my questions very efficiently.

February 23, 2026
Unprompted review
Choice logo

Reply from Choice

Thank you for your feedback on Leslie Anna's care! We appreciate having you as a client, Dave!

Rated 5 out of 5 stars

Lucas addressed my concerns in a…

Lucas addressed my concerns in a professional manner. He answered any questions I had and promptly sent over the documents I'd requested.

February 18, 2026
Unprompted review
Choice logo

Reply from Choice

We're so glad you're enjoying the Choice experience, Joe ! If you have anymore questions in the future, please don't hesitate to reach out.

Rated 5 out of 5 stars

Aliyah has always provided me with…

Aliyah has always provided me with prompt and excellent support. Many thanks!

February 6, 2026
Unprompted review
Choice logo

Reply from Choice

J, we're here to help and we're so glad that Aliyah was able to give you a great experience. If you have anymore questions in the future, please don't hesitate to reach out.

Rated 5 out of 5 stars

Very professional

Very professional, friendly and helpful.

February 17, 2026
Unprompted review
Choice logo

Reply from Choice

We're so glad you're enjoying the Choice experience, Eugene! If you have anymore questions in the future, please don't hesitate to reach out.

Rated 5 out of 5 stars

Kayla did great in helping me

Kayla did great in helping me

January 12, 2026
Unprompted review
Choice logo

Reply from Choice

Erlinda, we're here to help and we're so glad that Kayla was able to give you a great experience. If you have anymore questions in the future, please don't hesitate to reach out.

Rated 5 out of 5 stars

Aliya Jackson was the best

Aliya Jackson was the best. She answered all my questions.

February 13, 2026
Unprompted review
Choice logo

Reply from Choice

Sandra, we're so happy to hear Aliyah was able to assist your needs. Please don't hesitate to reach out to us again if you need any further help.

Rated 5 out of 5 stars

Maribel is exceptional.

Maribel is exceptional. She is responsive, makes things understandable, and always makes me feel okay about asking questions.

February 9, 2026
Unprompted review
Choice logo

Reply from Choice

Thank you for your feedback on Maribel's care! We appreciate you, Linnea!

Rated 5 out of 5 stars

Lucas

Lucas Sarcona was very proficient and helpful with getting us set up with our choice digital trust accounts.

February 13, 2026
Unprompted review
Choice logo

Reply from Choice

Thank you for your feedback on Lucas's care! We appreciate having you as a client, Kevin!

Rated 5 out of 5 stars

LeslieAnna's professionalism

LeslieAnna was very knowledgeable, had immediate answers to my questions, gave me complete confidence in your organization and the process. And she's very personable -- the experience was a pleasure.

February 12, 2026
Unprompted review
Choice logo

Reply from Choice

We're so glad you're enjoying the Choice experience, Tom! If you have anymore questions in the future, please don't hesitate to reach out.

Rated 5 out of 5 stars

Quick response

Leslie Anne was Quick to answer. And had a Fast resolution to my request.

February 8, 2026
Unprompted review
Choice logo

Reply from Choice

We're so glad you're enjoying the Choice experience, David! If you have anymore questions in the future, please don't hesitate to reach out.

Rated 5 out of 5 stars

She was patient

She was patient, helpful and a joy to work with.

Johnny L Schneberger

February 12, 2026
Unprompted review
Choice logo

Reply from Choice

We're so glad you're enjoying the Choice experience, Johnny! If you have anymore questions in the future, please don't hesitate to reach out.

Rated 5 out of 5 stars

Polite and professional.

Polite and professional.

February 11, 2026
Unprompted review
Choice logo

Reply from Choice

Thanks so much for the warm words, Jim! If you need anything else, we're just a phone call away.

Rated 5 out of 5 stars

Customer service is great

Customer service is great. Still would like to see more phone calls and less text. The service of a self directed IRA was very good and your customer service reps are very knowledgeable.

February 2, 2026
Unprompted review
Choice logo

Reply from Choice

Hi Jim, we appreciate your feedback and are glad to hear you are enjoying the live phone support we offer. Should you need anything, please don't hesitate to call us.

Rated 5 out of 5 stars

Leslie-Anna answered my call today

Leslie-Anna answered my call today. She was so helpful in getting all of my questions answered about my account. She deserves a raise and a bonus!!

February 10, 2026
Unprompted review
Choice logo

Reply from Choice

Thank you for your feedback on Leslie Anna's care! We appreciate having you as a client, Terry!

Rated 5 out of 5 stars

Was please with all the help

Was please with all the help. Answered all my question.

February 11, 2026
Unprompted review
Choice logo

Reply from Choice

We're so glad you're enjoying the Choice experience, Gayle! If you have anymore questions in the future, please don't hesitate to reach out.

Rated 5 out of 5 stars

Yoúr a kind and genuine person Leslie Anna. Your knowledge, love and passion for your work will take you far! God bless you and your family. I appreciate your dedication and commitment in helping me.

I would just like to say that Leslie Anna is one of the kindest and patient person I've ever talked to while doing business. She had a wonderful personality and made me feel comfortable in handling my FMV report. She guided me step by step through the process, and provided me with an updated form which expedited the requirements. She is truly a compassionate and genuine person. I wish her the very best in her future endeavors and hope she gets the recognition she deserves. Her passion & love for helping others & her career as a representative of your company reflects highly on Digitaltrust commitment to ensure it's client's needs and future investment strategies. Thank you Leslie Anna with all my heart. Long may you run.

February 10, 2026
Unprompted review
Choice logo

Reply from Choice

Thank you for your feedback on Leslie Anna's care! Nothing satisfies us more than hearing from satisfied clients. We appreciate you, Aaron!

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