Easy to set up, but not much in the way of guidance when it comes to purchasing assets. There are very specific things needed when using a SDIRAs to make investments. So you own homework. You won’t ge... See more
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Review summary
Created with AI, based on recent reviews
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Reviews shaping this summary
Gold Service is outstanding with knowledeable, helpful, friendly consultants. Telephone access is very good with minimal hold times. Gold Email support is generally good, with occasional hiccups where... See more
Very good but they do forget some details that gets frustrating when you tell them 80 times. Otherwise good. Online portal is easy to use and I like the reps, they're kind and helpful.
Always diligent in ensuring that paperwork is ready for audits. Quarterly statements are a bit slow to post.
Company replied
Company details
- #180 of 183 best companies in Alternative Financial Service
- #2 of 2 best companies in Asset Manager Service
- #188 of 191 best companies in Financial Consultant
Written by the company
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. Our mission is to inspire, educate, and support investors to achieve more.
Contact info
1 Equity Way, 44145, Westlake, United States
- 8883824727
- trustetc.com
3.0
Average
844 reviews
Replied to 62% of negative reviews
Typically replies within 2 weeks
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
ETC continues to disappoint!
Even on expedited service, you still have to call in multiple times. Even with a dedicated rep I could not get a call back to get confirmation that things were moving forward. I finally called the general number and then that rep was able to conference in the dedicated person.
October 23, 2025
Reply from Equity Trust Company
Thank you for taking the time to share your feedback. We’re sorry to hear your experience with our communication didn’t meet expectations. We understand how important timely updates are and appreciate you bringing this to our attention — your comments help us identify where we can improve.
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Reply from Equity Trust Company
Hi Margaret, thank you for telling us about your experience with Jordan!
Easy of support - I love myself or tenants can call…
I love myself or tenants can call anytime for support. The website easy to navigate
Paying bills. Receiving rent
It can take time for
Tenants to learn online payment but if they have issues they can call support
October 26, 2025
Reply from Equity Trust Company
We are happy to hear our team provided such a positive experience!
Customer Service was a concern before I…
Customer Service was a concern before I signed up based on reviews. My experience so far has proven this to be true. Customer Service is not very good.
October 7, 2025
Reply from Equity Trust Company
Hi Jose, thank you for sharing your feedback. We’re sorry to hear your experience with our customer service hasn’t met expectations. This isn’t the level of support we aim to provide, and we appreciate you bringing it to our attention.
The DOI sat for 6 days until I sent an…
The DOI sat for 6 days until I sent an email and told them the IRN was wrong. No one even contracted or reviewed it and I am gold LEVEL. Also why do I have to retype and re upload the exact same info on a subsequent Draw Note. The person and property address is all the same and ETC already has the PDF loan files. We should be able to enter IRN and it pulls up everything except for the method of sending out the Draw funds.
October 22, 2025
Reply from Equity Trust Company
Hi David, thank you for taking the time to share your experience. We’re sorry to hear about the delays and the inconvenience you encountered with your DOI and Draw Note process. We understand how important efficiency and accuracy are—especially for our Gold Level clients—and we appreciate your feedback on how this process could be improved.
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Very smooth process!
October 25, 2025
Reply from Equity Trust Company
Hi there, thank you for taking the time to tell us about your experience!
Real Estate Transactions
I invest in real estate in my account. Rarely do the transactions go smoothly. A recent transaction required numerous calls to Equity Trust to get the transaction completed. I was sent incorrect documents several times. I never heard from my so-called liaison. The transaction went down to the wire. I was losing credibility with the other party involved in the transaction.
September 5, 2025
Reply from Equity Trust Company
Hi Carol, thank you for sharing your experience. We’re very sorry to hear about the challenges you encountered during your recent real estate transaction and the difficulties with communication and documentation. We appreciate your feedback.
Truly Trusted Partners
Pure and simple, they've helped me build wealth over the last 20 years so that I could retire in 2021 and never have to worry about money during my GOLDEN years!
October 19, 2025
Reply from Equity Trust Company
Hi there, thank you for taking the time to tell us about your experience!
Reply from Equity Trust Company
Hi Catalina, we are happy to hear our team has been timely and has provided such a positive experience. Thank you for leaving your feedback!
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Having problems with the ACH process
Having problems with the ACH process. Payments have been made for 4 years and all of a sudden they stop going into my account. Hope we can track the money down! Looks like I will have to go back to the manual system. Very sad.
October 22, 2025
The Expense Pass card is useful
The Expense Pass virtual card is very useful for paying short lead time invoices.
October 22, 2025
Reply from Equity Trust Company
Hi there, we are happy to hear this has been useful, thank you for telling us about your experience!
Reply from Equity Trust Company
Thank you for the kind feedback! We’re glad to hear you’ve had positive experiences with our team. We appreciate you taking the time to share your thoughts.
Prompt service
October 21, 2025
Reply from Equity Trust Company
Thank you for your feedback! We’re glad to hear you had a prompt experience with our team.
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Love my Equity Trust account…
Love my Equity Trust account Professional help and great service.
October 21, 2025
Reply from Equity Trust Company
Thank you for the wonderful feedback! We’re glad to hear you’re enjoying your experience and that our team has been able to support you. We appreciate you taking the time to share this.
Easy transaction
Easy transaction, as normal, with overnight delivery as requested. A lower fee than $50 would be nice.
October 21, 2025
Reply from Equity Trust Company
Thank you for sharing your experience! We’re glad to hear the transaction and delivery went smoothly. We also appreciate your feedback regarding the fee and regret to hear that did not meet your expectations.
Gold Service is outstanding with some room for improvement
Gold Service is outstanding with knowledeable, helpful, friendly consultants. Telephone access is very good with minimal hold times. Gold Email support is generally good, with occasional hiccups where requests are dropped. The myEquity portal is useful for occasional access, but does not serve frequent users well for managing investment properties. Likewise, the Bill Payment Wizard is useful for infrequent, but not frequent use. Prepaid cards are quite useful, but not available for land trusts, which greatl diminishes usefulness for real estate properties.
October 17, 2025
Very efficient process
Very efficient process. The request was processed quickly and return communication kept me informed. Nice job.
October 17, 2025
Reply from Equity Trust Company
Thank you for your feedback! We’re glad to hear the process was efficient and that our team kept you informed. We appreciate you taking the time to share your experience.
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Poor service cannot recommend.
October 18, 2025
Reply from Equity Trust Company
We’re sorry to hear about your experience and appreciate you sharing your feedback. Our team is committed to providing quality service, and we’d like the opportunity to address any concerns you may have. Please feel free to reach out to us at CareTeam@TrustETC.com so we can assist you.
Reply from Equity Trust Company
Hi Julie, thank you for taking the time to tell us about your experience!
Reply from Equity Trust Company
Thank you for your feedback! We’re glad to hear that paying your bill was easy and convenient.
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