Karl
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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.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.
Most 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.Easy to pay bill
Thank you for your feedback! We’re glad to hear that paying your bill was easy and convenient.
Only criticism is the ability to get live customer service assistance.
Easy to use and fully functional service on-line
Equity trust has been consistant with there good cutomer service for all the years i have been with them, which is well over 15 yrs. co. reps have always been polite and helpful.
Easy to use web site Quick results
The service is always incredible but when transaction dates shift and things come up....they're ON IT!! Following up with the attorneys, making sure things keep moving towards the closing table. Ive had 5 transactions and the level of service has been top notch!!! Highly recommend Equity Trust....you wont be disappointed!+
EQUITY TRUST COMPANY, otherwise known as ETC, has made self directed IRAs an easy way for me and my wife to grow our retirement accounts. I highly recommend them.
Equity Trudt employed are great to work with, always helpful, friendly and so efficient. The best customer service.
There is always great service, fast and easy. We really appreciate the opportunity to self direct our IRA.
Would prefer to have checks for real estate expenses.
ALWAYS A GREAT RESPONSE
Staff knowledge is very good and they are very responsive. So glad ETC has people that answer the phone!
The price was affordable and the customer service was great!!
Hi Robert, thank you for taking the time to leave us your feedback. We are happy to hear our team provided such a positive experience!
Always super efficient and consistent processes.
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 get much guidance. Hire an accountant to assist in this.
It was smooth
Hi William, thank you for taking the time to tell us about your experience!
Your team is professional, responsive, and always on-top of their game.
Hi Steven, we are thrilled to hear our team provided you such a positive experience!
Hi Dan, thank you for taking the time to tell us about your experience. We appreciate your feedback!
It is hit or miss who you speak with on the information you receive. My husband passed away last year and it was a complete nightmare getting the titles and paperwork transferred over to me. It took me hours on the phone weekly and took about 7 months. There is no consistency at ETC and it is evident that further training is needed in customer service. This is people’s livelihood. Do better ETC.
103 reviews matching