Equity Trust Reviews

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Key Takeaways:

  • Equity Trust offers a range of services and investment options, including self-directed IRA custodian services, various investment options, and account support services with trained advisors.
  • Working with Equity Trust provides quality support and minimal fees, a wide range of alternative investment options, and the trust and reputation of an established company.
  • Some limitations of working with Equity Trust include the absence of check writing services and personalized advice.
  • Customer reviews show a mix of positive experiences such as fast service and positive Glassdoor employee reviews, as well as negative experiences including difficulties working with the company and complaints filed with the Better Business Bureau.
  • When comparing Equity Trust to competitors like iTrust Capital and Rocket Dollar, it is important to consider the specific services and features offered by each company.

Introduction to Equity Trust

Equity Trust, a prominent player in the financial industry, offers a range of services and offerings that cater to diverse investor needs. In this introduction, we will take a closer look at the comprehensive capabilities of Equity Trust, providing an overview of their services and offerings. From self-directed IRAs to alternative investment options, readers will gain insights into the potential opportunities and advantages that Equity Trust brings to the table.

 

 

 

Overview of Equity Trust’s Services and Offerings

Equity Trust: Your IRA’s driver.

They provide a wide range of services and offerings to clients. One of their main services is acting as a self-directed IRA custodian. This gives individuals control over their retirement funds and invest in alternative assets like real estate, precious metals, and private equity.

Different investment options are available to fit different risk levels and financial goals. Plus, they offer Equity Trust Reviews account support services and trained advisors to help clients with any questions or concerns.

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Pros:

  • Quality support and minimal fees.
  • A wide range of alternative investment options, beyond traditional stocks and bonds.
  • Strong reputation in the financial industry.

Cons:

  • No check writing services.
  • Limited personalized advice.

Customer reviews on platforms like Yelp show mostly positive feedback. But there have been some negative reviews about difficulties during interactions with Equity Trust.

Employee reviews on Glassdoor are mostly positive, showing that the company values their employees. But there have been some reviews mentioning concerns.

Complaints filed against Equity Trust at the Better Business Bureau should be taken into account.

Other alternatives include iTrust Capital and Rocket Dollar. A comparison between Equity Trust and these companies can provide insights into their services.

To summarize, Equity Trust offers quality custodial services and investment options. But it is important to consider both the pros and cons before deciding whether to work with them or explore other options. Don’t miss out on the opportunity to make informed investment decisions with reputable custodial services like Equity Trust.

Self-Directed IRA Custodian

Equity Trust is a crucial service provider for self-directed IRA custodians. It gives investors the power to make their own decisions for their retirement funds. This service offers a variety of alternative investment options, such as real estate, precious metals, and private equity.

Moreover, Equity Trust has account support services and qualified advisors to help customers with self-directed investing. They give advice and help clients make wise decisions.

With low fees and great support, working with Equity Trust as a self-directed IRA custodian can be beneficial for those who want to manage their retirement savings personally.

Investment Options

Equity Trust provides diverse investment options. Investors can explore various avenues and make decisions that fit their financial goals. There are plenty of choices, including stocks, bonds, real estate and more. It’s important to consider risk appetite, time horizon and return expectations when selecting investment options.

Equity Trust empowers investors by offering a range of options to build a portfolio that fits their preferences. Research, expert guidance and tools are available to help make informed decisions. Equity Trust is committed to continuously expanding and updating investment options, to give access to the latest market opportunities. Whether conservative or aggressive, there are investment options for all types of investors.

Account Support Services and Trained Advisors

Equity Trust has account support services and trained advisors to help clients with their self-directed IRA custodian. These services provide guidance and support for the investment process. Clients can rely on the advisors’ expertise for tailored financial advice.

Equity Trust’s services include help setting up and managing IRAs. Trained advisors are available for questions, educational resources, and investment advice. Equity Trust caters to both new and experienced investors.

Equity Trust also offers resources and tools to help clients make informed decisions. Through education and access to market research, clients can gain a better understanding of alternative investments. The aim is to give clients the knowledge to succeed in self-directed investing.

It is important to note that Equity Trust does not offer check writing services. This may be a problem for some investors who need this feature. Furthermore, advisors offer general guidance and information, but not personalized advice for individual circumstances.

Pros of Working with Equity Trust

Equity Trust stands out for several reasons, making it a top choice for investors. From exceptional customer support and low fees to a wide array of alternative investment options, there’s much to gain by working with this reputable and well-established company. So, let’s dive into the pros of partnering with Equity Trust and discover why it’s an excellent option for investors seeking quality services and diverse investment opportunities.

Quality Support and Minimal Fees

Equity Trust boasts excellent customer service at a low cost. Their self-directed IRA custodian service provides investors with professional guidance and support. Their advisors are knowledgeable in the many investment options available. Plus, their account support services ensure any queries are handled promptly and efficiently.

The Equity Trust team is renowned for their quality support. They provide personalized advice and help people make informed decisions. Their fees are minimal. Investors have access to a variety of alternative investments. The company has built an excellent reputation due to its customer-focused approach.

What sets Equity Trust apart is that they don’t offer check writing services. This allows them to concentrate on delivering quality support in their areas of expertise. However, investors still have access to valuable advice with their comprehensive account support services.

Equity Trust offers more investment options than a vegan convention buffet line!

 

 

 

Wide Range of Alternative Investment Options

Equity Trust provides a range of alternative investment choices. Whether you’re seeking to diversify your portfolio or look for new growth opportunities, Equity Trust has options to meet your needs.

  • Self-Directed IRA Custodian: Equity Trust offers self-directed Individual Retirement Account (IRA) custodial services. Clients can invest in assets such as real estate, precious metals, private equity, and more.
  • Investment Options: With Equity Trust, investors can access an array of alternative investment possibilities. These include private placements, tax liens and deeds, promissory notes, cryptocurrencies, and other non-traditional assets.
  • Account Support Services and Trained Advisors: Equity Trust provides quality support during the investment process. They offer account support services and trained advisors that can aid with investment strategies and answer questions.

Plus, Equity Trust stands out from competitors with extra features and benefits. Their established status in the industry is noteworthy. However, Equity Trust has some restrictions. They don’t offer check writing services, and personalized advice may be limited.

All in all, Equity Trust is an attractive option for investors seeking to diversify their portfolios. With their reputation and quality support services at low fees, they give a comprehensive solution for those interested in alternative investments within their retirement accounts.

Reputation and Established Company

Equity Trust has earned its strong status in the industry. Clients and employees appreciate their speedy and efficient service. Additionally, their minimal fees and range of alternative investments give clients flexibility and diversity. Reviews on Yelp and Glassdoor show customers’ satisfaction with Equity Trust’s professional service. Nonetheless, there have been some negative reviews. Equity Trust is determined to address customer concerns and improve.

Comparing Equity Trust and iTrust Capital helps potential clients decide. This shows Equity Trust’s commitment to remaining competitive.

In conclusion, Equity Trust’s reputation is due to quality support, investment options, and customer reviews. Although, there are still some issues, the company is devoted to resolving them and providing excellent service.

Cons of Working with Equity Trust

Equity Trust may have its benefits, but there are some downsides to be aware of. In this section, we’ll dive into the cons of working with Equity Trust, including the lack of check writing services and the absence of personalized advice. Stay tuned to learn more about these limitations and make an informed decision when it comes to your investment options.

Lack of Check Writing Services

No check writing services for Equity Trust clients, unfortunately. So account holders cannot write checks from their accounts.

This can be a hassle for those who like the ease of writing checks. However, Equity Trust has other options and services for different client needs.

A unique feature is their self-directed IRA accounts. They offer a range of investment choices, so clients can manage their own investments. This gives them more control over retirement funds and more potential investments than just stocks and bonds.

Although the lack of check writing is a disadvantage, Equity Trust makes up for it with support services and advisors. Clients can get help with investment decisions, queries, and anything else they need.

Absence of Personalized Advice

Equity Trust offers a range of investment options and account support services – but no personalized advice. This means customers must rely on their own research and knowledge when making decisions. It can be challenging for those new to self-directed IRAs or alternative investments. Equity Trust also provides trained advisors, yet they cannot offer personalized advice tailored to each customer. Those seeking a more hands-on approach with personalized advice may find this a drawback.

Investors must understand their own financial goals and conduct thorough research before investing. With proper research, investors can still benefit from the quality support and wide range of options provided by Equity Trust. Yelp reviews show fast service and positive experiences – but watch out for negative reviews and difficulties with the company.

Customer Reviews and Reputation

Customers’ experiences and the reputation of Equity Trust are crucial in making informed decisions. We’ll dive into customer reviews, including positive Yelp reviews highlighting fast service, as well as negative ones outlining difficulties. Additionally, we’ll explore employee feedback on Glassdoor pertaining to benefits and concerns. Lastly, we’ll touch upon complaints filed with the Better Business Bureau, giving us valuable insights into Equity Trust’s overall reputation.

Positive Yelp Reviews and Fast Service

Equity Trust has earned positive Yelp reviews. Customers enjoy the speed of their service and how they can quickly access accounts and make transactions. The company is praised for responding to inquiries and concerns quickly, and efficiently handling paperwork and facilitating investments. They also offer an online platform for customers to easily access account information and make transactions. Despite some negative reviews, the fast service and mostly positive reviews outweigh them.

Negative Yelp Reviews and Difficulties Working with the Company

Equity Trust has faced criticism on Yelp. Customers have experienced issues, such as slow response times, unhelpful staff, and lack of communication. This has created dissatisfaction with some customers who expected better support.

But, not all customers had bad experiences. There are positive reviews, too. People have praised Equity Trust for its quick service and helpful advice. The quality of customer support seems to depend on individual experiences.

Here’s a suggestion: Equity Trust should improve communication channels and response times. This would ensure customer inquiries are answered quickly and help boost satisfaction. Providing clearer guidelines and instructions could also help clients understand the services. This could be done with educational resources or tutorials that explain investment options in an understandable way.

Overall, though there have been negative experiences, it’s important to note that not everyone has faced difficulties. By resolving communication and instruction issues, Equity Trust can strive to provide a great experience for all its clients. Plus, the Glassdoor employee reviews show the company’s benefits and employee satisfaction.

Positive Glassdoor Employee Reviews and Benefits

Employees of Equity Trust have shared positive feedback on Glassdoor, showcasing the advantages of working there. These reviews provide an insight into the perks that come with employment.

For instance, the supportive atmosphere is appreciated. Employees receive guidance, mentoring, and chances for career growth.

Compensation packages are also competitive. Employees recognize the company’s commitment to rewarding them for their efforts.

Work-life balance is another plus point. Flexibility makes it easier to balance professional and personal lives.

The employee benefits package is praised too. From health insurance to retirement savings plans, employees feel taken care of.

In conclusion, these Glassdoor reviews exemplify a contented workforce. They are grateful for the work environment, compensation, flexible schedule, and benefits package offered by Equity Trust.

However, reviews from employees at iTrust Capital and Rocket Dollar have not been included.

Negative Glassdoor Employee Reviews and Concerns

Employees have expressed discontent with the management, citing poor communication and leadership.

Work-life balance is a worry, with some staff working long hours and feeling very stressed.

Several reviews note a lack of career progression chances within the organization.

Employees are also disgruntled with the compensation and benefit packages given by Equity Trust.

A few reviews mention a negative corporate culture, with no teamwork or help from colleagues.

Some employees have raised worries about the ethical practices and regulations of the company.

In spite of these bad Glassdoor employee reviews and worries, there may be other things at play that could give a comprehensive image of the work atmosphere at Equity Trust. Both positive and negative feedback should be taken into account when judging an employer.

It is noteworthy that while negative Glassdoor employee reviews offer useful knowledge, they portray individual experiences and may not reflect the whole employee population or present conditions at Equity Trust. Therefore, it is essential to seek out extra information from a variety of sources before making any definite conclusions about the firm.

Complaints lodged with the Better Business Bureau disclose some hiccups in Equity Trust’s customer service.

Complaints Filed with Better Business Bureau

Text: Equity Trust has been featured on the Better Business Bureau (BBB) website, and customers have submitted complaints concerning their experiences. These claims provide insight into any potential issue before people decide to work with Equity Trust.

  • A few clients have been dissatisfied with customer support, as they had difficulty getting a prompt and correct response.
  • Fees charged were also an issue, as customers claim they were not told about them or that they were higher than expected.
  • Funds and assets transferring to an Equity Trust account has caused issues, with delays and complications.
  • Some customers felt that the advice and guidance they received from the trained advisors was not personalized.
  • A minority of complaints are related to specific investment transactions or opportunities, where people felt misled or unhappy with results.

It’s important to remember that complaints on the BBB website make up a small portion of Equity Trust’s customer base. Many report positive experiences and satisfaction with the services. It is recommended that potential customers research and consider all available info before making a decision.

Equity Trust and iTrust Capital face off in the ultimate custodial services showdown – where traditional expertise meets innovative investing!

Comparison to Competitors

Equity Trust stands out among its competitors in the self-directed IRA industry. In this section, we will explore how Equity Trust compares to iTrust Capital and Rocket Dollar. Discover the key differences, unique features, and customer satisfaction rates. Unveil the data-backed insights that showcase why Equity Trust remains a trusted choice for savvy investors in the realm of self-directed IRAs.

Equity Trust Vs. iTrust Capital

Equity Trust and iTrust Capital both provide self-directed IRA custodial services and a vast selection of investment options. Both have account support services and trained advisors to help customers. Equity Trust has an established reputation, while iTrust Capital is gaining recognition as a competitor.

 

 

 

Let’s compare them in terms of offerings, fees, customer reviews and partnerships.

Comparing Equity Trust and iTrust Capital, the table below illustrates key aspects of each company:

Equity Trust iTrust Capital
Self-Directed IRA Custodian Yes Yes
Investment Options Wide Range Wide Range
Account Support Services Available Available
Fee Structure Minimal Fees Transparent Fees

Equity Trust prides itself on its quality support and minimal fees. They have been praised on Yelp for their fast service. However, some customers have experienced difficulties when working with the company. Employee reviews on Glassdoor speak highly of benefits the company offers, but there are also concerns raised by employees.

On the other hand, iTrust Capital is renowned for its clear fee structure and user-friendly platform. Although they may not have the same long-term reputation as Equity Trust, they are becoming a strong competitor in the industry.

In conclusion, both Equity Trust and iTrust Capital offer beneficial custodial services for self-directed IRAs with a wide range of investment options. Knowing the pros and cons of working with each company can help people decide which one best fits their financial goals.

iTrust Capital: Investing made simple!

iTrust Capital

iTrust Capital is a top-choice for those looking to invest in a self-directed IRA. With a user-friendly interface and easy-to-navigate platform, clients can access their accounts conveniently. Also, a robust account support system and knowledgeable advisors are available to provide assistance and answer queries. For more information, check out Equity Trust Reviews.

The company has a strong reputation and established presence in the industry. It has garnered positive reviews from platforms such as Glassdoor and Yelp, showing its commitment to customer satisfaction.

Low fees compared to other competitors make it an attractive choice. Individuals can save money on quality services.

The combination of comprehensive investment options, quality support services, reputable standing in the industry, and competitive fee structure make iTrust Capital an appealing option for both seasoned and new investors. For more information, check out Equity Trust Reviews.

With iTrust Capital, individuals can manage their retirement funds in a cost-effective and efficient way, achieving their financial goals. Rocket Dollar is also a great investment service provider.

Rocket Dollar

Rocket Dollar stands out from Equity Trust with its check-writing services. Also, instead of Equity Trust’s personalized advice from advisors, Rocket Dollar’s approach puts the control of investments in the hands of individuals.

Rocket Dollar’s custodian service gives people full control of retirement funds. This means they can make their own investment decisions without restrictions.

Plus, Rocket Dollar has a wide selection of alternative investment options. These include real estate, precious metals, private equity, and more. This helps investors diversify portfolios and possibly earn higher returns.

On top of that, Rocket Dollar offers account support services and advisors to assist clients. This ensures they get help and guidance throughout the investment process.

Overview of Equity Trust’s Custodial Services and Partnerships

Equity Trust is renowned for its top-notch custodial services and alliances. Its commitment to trust and safety is what stands it out from other financial firms. Its custodial services include self-directed IRAs, 401(k) accounts, and various other investment possibilities.

Partnering with trusted financial companies like Fidelity and Charles Schwab, Equity Trust provides clients with a wide selection of investment options. This partnership-driven approach helps clients diversify their portfolios and gain from the expertise of these esteemed firms.

Digging deeper into Equity Trust’s custodial services and partnerships reveals that they are focused on granting clients flexibility and control over their investments. With self-directed IRAs and 401(k) accounts, individuals have the freedom to pick from a variety of investment options. These include real estate, precious metals, private equity, and more. Equity Trust looks after these accounts, ensuring transactions adhere to regulations and assets are held securely.

The alliances with esteemed financial institutions further expand the range of investment prospects available to clients. Through collaboration with industry leaders like Fidelity and Charles Schwab, Equity Trust opens up access to a broad selection of investment vehicles. These include stocks, bonds, mutual funds, and exchange-traded funds (ETFs). This partnership-driven approach allows clients to diversify their portfolios and tailor their investments according to their specific needs and goals.

To sum up, Equity Trust’s custodial services and partnerships furnish clients with a solid platform to manage their investments efficiently. With self-directed IRAs and 401(k) accounts, individuals have the freedom to choose from various investment options. By partnering with leading financial institutions, Equity Trust ensures clients have access to a diverse array of investment opportunities. Through trust, security, and flexibility, Equity Trust empowers individuals and organizations to make wise investment decisions and achieve their financial objectives.

Conclusion and Final Thoughts

Equity Trust has earned praise from customers. They appreciate the company’s professional attitude and trustworthiness. Equity Trust offer efficient services, making them a great choice for anyone looking for financial solutions.

They prioritize long-term relationships with clients. Equity Trust provides tailored services to meet each client’s needs. Their commitment to excellent customer service has gained them recognition in the industry. Clients feel secure handing over their finances to the company.

Furthermore, Equity Trust provides a variety of financial products and solutions. Their varied portfolio lets clients pick the best investment plan that meets their goals and risk tolerance. With their expertise, Equity Trust support clients in making informed decisions.

The reviews from happy customers prove Equity Trust’s status as a trustworthy financial institution. This shows their devotion to superb services and reinforces their reputation.

In sum, Equity Trust is a reliable financial institution. Their professional approach, personal services, and range of financial solutions make them a great choice for anyone seeking financial success. Clients can have faith in Equity Trust, knowing they’ll get top-notch customer service and help making informed decisions.

Some Facts About Equity Trust Reviews:

  • ✅ Equity Trust has been in operation for 30 years and manages over $25 billion in assets. (Source: Team Research)
  • ✅ Equity Trust offers a wide range of alternative investment options, including real estate, tax liens, private loans, and precious metals. (Source: Team Research)
  • ✅ Equity Trust charges setup and renewal fees, with the setup fee being a flat rate of $50 and renewal fees ranging from $200 to $2,200. (Source: Team Research)
  • ✅ Equity Trust provides customer support through online and phone-based channels and strives to provide accurate and reliable answers to customer inquiries. (Source: Team Research)
  • ✅ Complaints have been filed against Equity Trust regarding high fees for silver accounts and difficulties in contacting customer service. (Source: BBB)

 

 

 

FAQs about Equity Trust Reviews

Q1: What complaints have been filed against Equity Trust regarding their fees for silver accounts?

A1: Some customers have filed complaints about Equity Trust charging high fees for silver accounts.

Q2: What difficulties have customers faced in contacting Equity Trust’s customer service?

A2: Customers have reported difficulties in reaching a human being over the phone and have received limited responses to emails.

Q3: What issues have customers experienced with document uploads to Equity Trust?

A3: Customers have mentioned issues with document uploads, specifically regarding their purchase records for silver eagles and the inability to liquidate their silver.

Q4: What complaints have been made about the fees charged by Equity Trust?

A4: Customers have expressed frustration about paying high fees while experiencing difficulties with their silver accounts.

Q5: What difficulties have customers faced in scheduling pickups and closing their accounts with Equity Trust?

A5: Some customers have had difficulties scheduling pickups to collect their metals and experienced challenges in canceling their accounts.

Q6: How has Equity Trust responded to customer complaints?

A6: Equity Trust has responded to some complaints by apologizing and offering solutions or explanations. However, some customers have found the responses unsatisfactory.

 

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