Helpful
Jordan was very helpful and knowledgeable
Reply from Equity Trust Company2025-11-13
Hi Margaret, thank you for telling us about your experience with Jordan!
About Equity Trust Company
Data updated- Website
- trustetc.com
- Category
- Money & Insurance
- Location
- United States
- Status
- Unclaimed
- Last 12 months
- 102 reviews
- Replies to negative
- 49% (27/55)
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About this business
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.
Written by the business, not verified by us.Is Equity Trust Company legit?
Equity Trust Company (trustetc.com) has a 2.9 out of 5 rating on OK.one, based on 103 user reviews collected here. It is listed under Money & Insurance and its reputation is poor. Opinions are polarized: 44% rate it 4 stars or higher while 36% give 1 star; The business has replied to 49% of negative reviews; Reviews mostly discuss Customer service, Price, User experience. Last updated 2026-08-12.
What reviewers say
AI generatedMost reviewers were unhappy with their experience overall. People frequently complained about expensive annual fees, unexpected extra charges, and complicated transaction processes that added up quickly over time. Consumers noted that customer support was extremely frustrating, remarkably slow, and often completely unhelpful when trying to resolve urgent daily account issues. Some reviewers were happy with the overall service, finding the platform quite easy to navigate and very helpful for managing their long-term investments. Consumers also mentioned that company representatives were consistently polite, highly responsive, and effectively assisted them with keeping their necessary paperwork properly organized.
Auto-generated from all reviews of this business. For reference only.What people say
Very smooth process!
Reply from Equity Trust Company2025-11-13
Hi there, thank you for taking the time to tell us about your experience!
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.
Reply from Equity Trust Company2025-11-13
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.
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.
Reply from Equity Trust Company2025-11-13
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.
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!
Reply from Equity Trust Company2025-12-10
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.
Reply from Equity Trust Company2025-11-13
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.
response is promptly
Reply from Equity Trust Company2025-12-10
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!
Prompt service
Reply from Equity Trust Company2025-12-10
Thank you for your feedback! We’re glad to hear you had a prompt experience with our team.
Five Stars
Dependable to a Tee and representatives are nearly always helpful
Reply from Equity Trust Company2025-12-10
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.
The Expense Pass card is useful
The Expense Pass virtual card is very useful for paying short lead time invoices.
Reply from Equity Trust Company2025-12-10
Hi there, we are happy to hear this has been useful, thank you for telling us about your experience!
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.
Easy transaction
Easy transaction, as normal, with overnight delivery as requested. A lower fee than $50 would be nice.
Reply from Equity Trust Company2025-12-10
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.
Love my Equity Trust account…
Love my Equity Trust account Professional help and great service.
Reply from Equity Trust Company2025-12-10
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.
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.
Poor service cannot recommend.
Reply from Equity Trust Company2025-12-10
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 [email protected] so we can assist you.
Very efficient process
Very efficient process. The request was processed quickly and return communication kept me informed. Nice job.
Reply from Equity Trust Company2025-12-10
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.
Done the problem
Done the problem! Thanks
Reply from Equity Trust Company2025-12-10
Hi Julie, thank you for taking the time to tell us about your experience!
I had used bill pay and was concerned
I had used bill pay and was concerned I had sent a check twice. I was assured I had only sent it once so I felt better.
Reply from Equity Trust Company2025-12-10
Hi Nancy, we appreciate your feedback!
I appreciate the knowledgeable support…
I appreciate the knowledgeable support the staff gives during my transactions.
Reply from Equity Trust Company2025-12-10
Hi Roderick, thank you for taking the time to leave us your feedback!
great service
Reply from Equity Trust Company2025-12-10
Thank you for your feedback! We’re glad you had a positive experience with our service.
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