Overall fantastic. Fees are reasonable, Website is pretty easy, and they’ve been making changes to improve, bill pay is easy, They have been serviceable in a transaction when I have called.
It is all good!!!
Kathleen - February 27, 2019
Rating
I have been with Equity Trust for a long time and have been incredibly happy with their customer service and responsiveness. I had altogether researched self-directed IRAs before choosing them and have had surely no regrets.
Sheldon - February 27, 2019
Rating
Overall so easy to make things. A few things could be comfortable to explore on the site, however, generally, it’s easy to complete things. The change made to “Bill Pay” a year ago was great. And, the ability to modify a recurring payment supported. HOA dues change most years, and it was an issue to make that improvement under the previous format.
John - February 27, 2019
Rating
More often than not exactly great yet in some cases timing is too slow. This was especially true when I tried to complete an exchange around the year’s end, over a year back. I simply didn’t much think about it this year. I almost lost a big deal. Other times so quickly, but every so often appears to be slow and that is a big issue for my business. Thank you!!!
Andre - March 2, 2019
Rating
I am happy with Equity Trust! I find their site easy and reliable to pay invoices for my investment. Customer support people are cordial and simple to achieve when I need them. I recommend Equity Trust to loved ones that need to self-direct their IRA. Keep up the great work.
Michael - February 27, 2019
Overall fantastic. Fees are reasonable, Website is pretty easy, and they’ve been making changes to improve, bill pay is easy, They have been serviceable in a transaction when I have called.
It is all good!!!
Kathleen - February 27, 2019
I have been with Equity Trust for a long time and have been incredibly happy with their customer service and responsiveness. I had altogether researched self-directed IRAs before choosing them and have had surely no regrets.
Sheldon - February 27, 2019
Overall so easy to make things. A few things could be comfortable to explore on the site, however, generally, it’s easy to complete things. The change made to “Bill Pay” a year ago was great. And, the ability to modify a recurring payment supported. HOA dues change most years, and it was an issue to make that improvement under the previous format.
John - February 27, 2019
More often than not exactly great yet in some cases timing is too slow. This was especially true when I tried to complete an exchange around the year’s end, over a year back. I simply didn’t much think about it this year. I almost lost a big deal. Other times so quickly, but every so often appears to be slow and that is a big issue for my business. Thank you!!!
Andre - March 2, 2019
I am happy with Equity Trust! I find their site easy and reliable to pay invoices for my investment. Customer support people are cordial and simple to achieve when I need them. I recommend Equity Trust to loved ones that need to self-direct their IRA. Keep up the great work.