Absolute worst experience …
I opened an account around 2021 which was a very easy process. However, closing the account and getting my money back was a complete nightmare. I had closed several accounts and transferred money to my new financial advisor with ease until it cane to Equity Trust. First we were told to over the paperwork, which they claim they never received. Then we were told to fax, and come to find out later it was an old fax number. Then they needed a form with a medallion stamp. So I called to speak to a manager about the delay after delay after delay and I was placed on hold then disconnected. So I called back and after a longer hold I was disconnected again. The 3 rd time I was connected with a manager, explained the situation and was told she was “looking at it right now and everything seems to be in order to complete the transfer” and she would send me a confirmation email afterwards, which I never received. What I did get a couple of days later was an email stating they cancelled my transfer due to needing proof of signature and also to pay a fee to close the account. I felt like they were holding my money hostage. This transaction, from selling my metals to closing the account was 2 months,,,,ridiculous!! All the other investment companies tool less than 48 hours. I only gave them 2 stars instead of one because I did make money while they had it.
