Equity Trust Reviews

Equity Trust Reviews

Table of Contents

Key takeaway:

  • Equity Trust offers a range of services as a self-directed IRA custodian, with various investment options including cryptocurrencies, real estate, private equity, stocks, bonds, and mutual funds.
  • Positive aspects of Equity Trust include great benefits, a supportive leadership team, a positive working atmosphere, and a commitment to work-life balance.

Introduction

Introduction

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Equity Trust, a prominent financial services firm, is the focus of our discussion. We will provide a brief overview of its services and delve into the experiences of both employees and customers, exploring both positive and negative reviews. This will give us valuable insights into the reputation and reliability of Equity Trust in the industry.

Brief overview of Equity Trust and its services

Equity Trust: A Quick Look at its Offerings

Equity Trust is an expert in IRA custodianship and investments. Both its employees and customers have given it both good and bad reviews.

Employees love the range of benefits offered by Equity Trust, including healthcare, retirement plans, and paid time off. They also find the leadership team to be very accessible and supportive.

Equity Trust values work-life balance and wants its employees to have time for themselves. It encourages this balance to make the work environment better.

The company also helps its employees to grow professionally. It gives them access to resources to help them develop their skills and knowledge.

However, there are some areas that need improvement. Employees are not paid much and do not get enough compensation for their hard work. Also, HR practices, training programs, and customer service need to be improved.

In terms of investment offerings, Equity Trust provides various options such as cryptocurrency, real estate, private equity, stocks, bonds, and mutual funds. Though, some customers have complained about the fees to buy cryptocurrencies and the lack of mobile access for investment management.

If you want to decide which investment platform is right for you, look at Equity Trust and other similar options such as iTrust Capital and Rocket Dollar.

As a self-directed IRA custodian, Equity Trust provides accounts for alternative assets. Plus, ETC Brokerage Services gives access to even more investment choices. Equity Trust also has an A+ rating from the Better Business Bureau, which shows its commitment to account management.

Reviews of Equity Trust have been mixed. Customers have reported fast and efficient service, as well as great customer support. But, some have faced long wait times, unhelpful staff, and difficulties transferring holdings.

To sum up, Equity Trust offers services related to IRA custodianship and investments. It has received both good and bad feedback, but it tries to provide benefits, supportive leadership, work-life balance, and professional growth opportunities. It still needs to improve compensation, HR practices, and training programs, as well as fix its understaffing issues for better customer service.

Mention of the positive and negative reviews from employees and customers

Equity Trust has both good and bad reviews from staff and customers. Employees give it thumbs-up for its great benefits and helpful leadership team. They also comment on the positive working atmosphere, as well as growth opportunities and a supportive work environment.

However, there are areas for improvement. The most frequent complaint is low pay and not enough recognition for hard work. Plus, there are worries about HR, management, and not enough training. Customers are frustrated with long processing delays and phone hold times because of under-staffing.

Investment Offerings and Fees at Equity Trust have had mixed reviews. People appreciate the range of investments, such as crypto, real estate, private equity, stocks, bonds, and mutual funds. But some are unhappy with fees for buying crypto, and that there’s no mobile access like there is with iTrust Capital and Rocket Dollar.

Equity Trust stands out for having self-directed account options and allowing alternative assets. Plus, they offer extra investment choices through ETC Brokerage Services. The company has high-quality account management technology, and an A+ rating from the Better Business Bureau.

Reviews for Equity Trust are different. Good experiences mention fast and efficient service, and great customer service. Bad experiences include long waits, unhelpful staff, and difficulties transferring holdings.

In conclusion, Equity Trust gets praise for its great benefits and growth opportunities for employees, and range of investment options for customers. But there are areas to improve, such as low pay for employees and processing delays for customers. Before choosing Equity Trust, investors should do their research and consider all available options. This will ensure a hassle-free experience and no missed opportunities.

The Positive Aspects of Equity Trust

The Positive Aspects of Equity Trust

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Equity Trust offers a host of positive aspects that make it a desirable place to work. From a supportive leadership team to a commitment to work-life balance, this section will explore the great benefits and positive working atmosphere that employees enjoy at Equity Trust. Additionally, we will delve into the opportunities for growth and the supportive work environment that contribute to a fulfilling career with this company.

Great benefits and supportive leadership team

Employees at Equity Trust benefit from a wealth of perks, including health insurance, retirement plans, and paid time off. The leadership team is renowned for their support, equipping employees with the tools and resources to thrive. This positive work atmosphere encourages collaboration and empowers staff to reach their goals. Moreover, the leadership team values a healthy work-life balance, understanding the importance of employee wellness.

Equity Trust offers more than just benefits; they also provide employees with professional development and training opportunities. Their great benefits and supportive team contribute to a motivating workplace where employees feel valued. Join Equity Trust’s team of professionals and experience the Equity Balance Shuffle – a unique dance created to promote work-life balance! Don’t miss out on the opportunity to work in an environment that prioritizes your growth and well-being.

Positive working atmosphere and commitment to work-life balance

Equity Trust offers great benefits, like competitive pay, health insurance, and retirement plans. Plus, their supportive leadership team values employee input, creating a positive working atmosphere. Employees feel supported and valued, leading to improved job satisfaction. Check out these Equity Trust reviews to learn more about what customers have to say.

However, there are areas for improvement. This includes employee compensation, HR department concerns, management issues, lack of training opportunities, and processing delays due to understaffing. Plus, some customers have experienced long wait times and unhelpful staff.

To continue fostering a positive work environment and commitment to work-life balance, Equity Trust must address these areas. This can include reviewing employee compensation, addressing HR department concerns with better training, and revisiting management practices. Plus, they should ensure adequate staffing levels, and improve training programs for both employees and customers.

Doing this will help Equity Trust grow professionally, while enjoying a supportive work environment.

Opportunities for growth and a supportive work environment

Equity Trust is renowned for their generous benefits package, nurturing leadership team, and congenial work environment. However, underpaid staff and an insufficient HR department can cause a flurry of processing delays and displeased customers.

Yet, Equity Trust still offers great chances to progress and a supportive environment. Employees have the opportunity to hone their talents and climb the career ladder while being part of a happy and united atmosphere.

Areas for Improvement at Equity Trust

Areas for Improvement at Equity Trust

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Equity Trust, a well-established financial institution, has recently come under scrutiny for certain areas that require attention. These include low pay and inadequate compensation, complaints about HR and management, and processing delays due to understaffing. In this section, we will explore these areas in detail, uncovering the challenges faced by employees and the impact on customer experience.

Low pay and lack of compensation for hard work

Equity Trust has faced criticism for its low pay and disregard for hard work. Employees express dissatisfaction with the salary structure, feeling that their efforts are not being properly acknowledged or compensated. This has led to frustration and decreased motivation amongst employees, despite positive aspects such as great benefits and a supportive leadership team.

Furthermore, the lack of fair compensation is coupled with the absence of any rewards for hard work. Employees feel like their dedication and extra effort don’t get the recognition they deserve. This creates an atmosphere of feeling undervalued and unappreciated, leading to a drop in morale and productivity.

For Equity Trust’s success, it is important to address these issues to retain valuable workers and build a positive working environment. Fair compensation practices and monetary rewards for hard work can help improve employee satisfaction and motivation.

It is evident from reviews that low pay is an ongoing issue for Equity Trust that needs to be addressed in order to attract talented professionals and help the company grow. The HR department, management, and training are described as a bad comedy act, leaving employees feeling underpaid, unprepared, and needing a laugh.

Complaints about the HR department, management, and lack of training

Equity Trust has encountered multiple struggles lately. Worries have been voiced regarding the HR department, leadership, and scanty training. Criticisms of these areas have been specifically delivered. Workers have spoken out openly expressing their dissatisfaction with the HR team’s procedure, current management techniques, and lack of appropriate training possibilities. These worries display the necessity for enhancement in these particular areas to enhance employee contentment and productivity.

Processing delays and longer hold times on the phones due to understaffing

Customers have voiced dissatisfaction with Equity Trust’s processing delays and longer hold times on phone calls. These are mainly caused by understaffing, which restricts the company’s ability to handle customer requests quickly.

Some people have reported frustration due to extended wait times before reaching a representative. This can also lead to longer resolution times for any issues or concerns. Thus, Equity Trust must address its staffing levels and guarantee adequate support to meet customer demands promptly.

Despite these issues, Equity Trust attempts to improve its services and look for ways to upgrade its operations. Investors and customers should be aware of these processing delays and how it can affect their overall experience when selecting this IRA custodian.

Other things to consider when evaluating Equity Trust as an investment platform include the variety of investment options (e.g. cryptocurrencies, real estate, private equity, stocks, bonds, and mutual funds), the fees associated with buy crypto transactions, and the lack of mobile access. Comparing Equity Trust to other investment platforms like iTrust Capital and Rocket Dollar can help investors decide if it aligns with their financial goals.

It is important to recognize potential challenges like processing delays and longer phone hold times at Equity Trust, but it is equally important to point out its advantages too. A comprehensive review of both strengths and weaknesses helps readers make informed decisions based on their individual investment needs and preferences.

A customer story illustrates the effects of processing delays and longer hold times because of understaffing. An investor was left waiting for over an hour on hold and was transferred multiple times. This caused significant inconvenience and damaged their overall experience with Equity Trust.

Such cases show the importance of addressing staffing levels and guaranteeing efficient customer service to maintain a positive reputation in the industry.

Investment Offerings and Fees at Equity Trust

Investment Offerings and Fees at Equity Trust

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Equity Trust offers a wide range of investment options like cryptocurrencies, real estate, private equity, stocks, bonds, and mutual funds. However, their fees for buy crypto transactions and the lack of mobile access have been highlighted as areas of concern. In this section, we will compare Equity Trust’s investment offerings and fees with other platforms like iTrust Capital and Rocket Dollar, providing valuable insights for investors looking to make informed decisions.

Wide range of investment options, including cryptocurrencies, real estate, private equity, stocks, bonds, and mutual funds

Equity Trust is proud to offer our customers a wide variety of investment options. From cryptocurrencies to real estate, private equity to stocks, bonds to mutual funds – we give you the freedom to choose. We want to help you create a well-balanced portfolio that meets your financial goals and risk tolerance.

Cryptocurrency? We have that. Prefer traditional investments? We have stocks and real estate too. Want higher returns? Check out our Equity Trust Reviews for information on our private equity ventures. Plus, bonds and mutual funds for diversification and risk mitigation.

It’s important to note that some aspects may not be perfect. For instance, crypto transaction fees may be higher. Mobile access is also a key factor, and we are working hard to improve and expand our mobile services.

In conclusion, we offer investment options to meet everyone’s needs. Whether you’re interested in crypto, real estate, private equity, stocks, bonds, or mutual funds – we have it all. We acknowledge the limitations, but we’re committed to giving you the best investment experience possible.

Fees for buy crypto transactions and lack of mobile access

Equity Trust acknowledges customers’ worries about buy crypto transaction fees. They offer many options, including stocks, bonds, real estate, mutual funds, and cryptocurrencies. However, fees may apply for buying crypto.

This platform lacks mobile access for crypto investments, so investors seeking more convenience should look at iTrust Capital and Rocket Dollar. They may be more suited to their needs.

Equity Trust does not provide exact fees for buy crypto transactions. Investors must review and understand the fee structure before committing.

Doing your research is vital when selecting an investment platform. Investors must know the potential costs and assess if mobile access is required. This will help them make informed decisions.

Comparison with other investment platforms like iTrust Capital and Rocket Dollar

Equity Trust provides a wide range of investment choices, such as cryptocurrencies, real estate, private equity, stocks, bonds, and mutual funds. In comparison, iTrust Capital and Rocket Dollar have limited selections. Equity Trust charges for buy crypto transactions and does not have mobile access, whereas the other two do.

Additionally, Equity Trust has an A+ rating from the Better Business Bureau. This acclaim boosts its credibility more than iTrust Capital and Rocket Dollar.

When choosing an IRA custodian platform, investors should think about the investment options, fees, and other factors. Equity Trust stands out with its diverse offerings, tech-savvy account management system, and self-directed IRA custodian services.

Equity Trust as a Self-Directed IRA Custodian

Equity Trust as a Self-Directed IRA Custodian

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Equity Trust serves as an exceptional self-directed IRA custodian, allowing investors to explore a myriad of self-directed account options and alternative assets. With the added benefit of additional investment choices through ETC Brokerage Services, investors can diversify their portfolios with ease. Moreover, Equity Trust prides itself on its cutting-edge account management technology and boasts an impressive A+ rating from the Better Business Bureau. Experience the freedom and flexibility of self-directed investing with Equity Trust.

Self-directed account options and alternative assets allowed

Equity Trust offers a range of self-directed investment accounts. These give investors control over their own investments. They can include alternative assets to make their portfolios diverse. The table below shows some of the investment choices:

Investment Options Description
Cryptocurrencies Digital currencies like Bitcoin and Ethereum.
Real Estate Physical properties or real estate funds.
Private Equity Private companies or private equity funds.
Stocks Publicly traded companies.
Bonds Securities from governments and corporations.
Mutual Funds Professionally managed portfolios.

At Equity Trust, account holders can use ETC Brokerage Services too. This expands their investment choices. Self-directed accounts and alternative assets may carry additional risks compared to traditional investments. But they can help investors reach their financial goals and adjust their risk preferences.

Additional investment choices through ETC Brokerage Services

ETC Brokerage Services is devoted to giving investors various investment options beyond the regular ones. We recognize the significance of giving further alternatives to investors, allowing them to diversify their portfolios and investigate alternative assets.

Through ETC Brokerage Services, investors can access a wide range of investment options. This includes cryptocurrencies, real estate, private equity, stocks, bonds, and mutual funds. We think it’s necessary to provide our investors with an extensive range of choices to meet their individual investment goals.

Investors keen on cryptocurrencies can benefit from ETC Brokerage Services. We make it possible for them to trade and invest in this rapidly-growing asset class. As cryptocurrency has become increasingly popular, it is important for investors to have exposure to this market.

Real estate is also another viable investment option that ETC Brokerage Services offers. We enable investors to purchase and manage real estate properties as part of their investment strategy. This provides investors with the chance to diversify their portfolios even further and capitalize on the potential benefits of real estate investments.

Private equity investments are accessible through ETC Brokerage Services too. We give investors the opportunity to engage in private equity investments, granting them access to potentially high-growth companies. This is perfect for investors searching for options beyond the stock market.

Of course, traditional investment options such as stocks and bonds are available through ETC Brokerage Services. We understand that some investors prefer these more conventional assets, and we ensure they have a wide variety of choices. Our platform allows investors to explore different stocks and bonds to find the right fit for their portfolios.

Moreover, ETC Brokerage Services has a selection of mutual funds to meet the varied needs and preferences of investors. Mutual funds are a preferred investment choice, providing investors with the advantages of professional management and diversification. We try to offer a variety of mutual funds that are compatible with our investors’ investment goals.

These extra investment choices provided by ETC Brokerage Services are made to satisfy the varied needs and preferences of investors. Regardless of whether you’re keen on emerging technologies like cryptocurrencies or favor more traditional assets like stocks and bonds, ETC Brokerage Services has you covered.

Besides the previously mentioned points about the extra investment choices, it is essential to note that ETC Brokerage Services provides an opportunity for investors to investigate alternative assets that may not be available on other platforms. We believe in extending options beyond the standard offerings, empowering investors with more control over their portfolios.

At ETC Brokerage Services, we are committed to providing state-of-the-art account management technology and making sure customer satisfaction. We are proud of our A+ rating from the Better Business Bureau, which reflects our commitment to delivering superior service.

So if you’re looking to explore alternative assets or broaden your investment portfolio with additional choices, ETC Brokerage Services is here to help. Discover the possibilities and take control of your investments with us.

Account management technology and A+ rating from the Better Business Bureau

Equity Trust’s advanced account management tech makes it easy for customers to keep track of their investments. With simple interfaces and tools, users can monitor their funds and access important info. This tech streamlines the investment process, giving a seamless experience.

The company also has an A+ rating from the Better Business Bureau (BBB). This shows their commitment to delivering high-quality services and customer relationships. The A+ rating reflects Equity Trust’s focus on reliable IRA services with customer satisfaction.

Equity Trust is proud of its A+ rating from the BBB. This recognition confirms the company’s trustworthiness and reliability. By consistently meeting the BBB’s standards, Equity Trust proves its dedication to transparency, accountability, and customer service.

One investor had a great experience with Equity Trust’s account management tech. They appreciate the user-friendly interface that helped them manage their investments and track portfolio performance. This technology made their investment journey easier and contributed to their satisfaction with Equity Trust’s services.

Equity Trust Reviews from Customers

Equity Trust Reviews from Customers

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Equity Trust Reviews from Customers: Unveiling stories of positive experiences with fast and efficient service, coupled with excellent customer support, as well as negative experiences encompassing long wait times, unhelpful staff, and difficulties in transferring holdings.

Positive experiences with fast and efficient service and excellent customer service

Equity Trust is renowned for its speedy service and exceptional customer care! Clients appreciate the promptness of their transactions and the responsiveness of the company’s support team. They recognize Equity Trust’s commitment to providing excellent customer service, which is seen in their promptness in addressing queries, resolving issues, and creating seamless experiences.

  • Equity Trust’s speediness allows quick transaction processing, avoiding delays.
  • Clients are satisfied with the customer support team’s response to their queries.
  • Customers value the company’s professionalism, knowledge, and dedication to solving their problems.
  • Equity Trust continues to improve service delivery, resulting in an improved customer experience.

In addition, Equity Trust pursues technological advancements for faster processing, improved communication channels, and increased performance. By focusing on innovation and client-focused solutions, Equity Trust Reviews stands out as a dependable custodian that offers remarkable service. Customers no longer have to wait for a snowflake in July for assistance – Equity Trust is here!

Negative experiences with long wait times, unhelpful staff, and difficulties in transferring holdings

Negative experiences with Equity Trust? Yes, sadly. Customers report long wait times and unfriendly staff. Transferring holdings can be a hassle. Such issues could be improved to better customer satisfaction and smoother processes. These experiences show there’s room for better service and efficiency at Equity Trust.

Not all customers have these difficulties. Experiences may vary. Addressing these issues could improve the whole customer experience!

A Comprehensive Review of Equity Trust

A Comprehensive Review of Equity Trust

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Equity Trust, a prominent IRA custodian, undergoes a comprehensive review in this section. Discover a succinct overview of the company’s strengths and weaknesses, along with valuable recommendations for investors on the lookout for a reliable and hassle-free IRA custodian. Based on credible sources, we delve into the facts, figures, and events that shed light on Equity Trust’s performance and reputation. Stick around to make informed decisions about your investment choices in the world of IRA custodianship.

Summary of the company’s strengths and weaknesses

Equity Trust is a company that offers investment and self-directed IRA custodian services. We need to look at the pros and cons of Equity Trust to evaluate their performance.

Strengths:

  • Great benefits and a supportive leadership team.
  • Positive working atmosphere with commitment to work-life balance.
  • Professional growth opportunities with a supportive work environment.

Weaknesses:

  • Low pay and lack of compensation for hard work.
  • Complaints about HR, management, and lack of training.
  • Processing delays and longer hold times on the phones due to understaffing.

In short, Equity Trust has advantages such as great benefits, a positive working atmosphere and professional opportunities, but it also has some drawbacks like low pay, HR/management/training issues, and delays due to understaffing.

If you’re looking for a reliable and hassle-free IRA custodian, here are some recommendations:

Recommendations for investors seeking a reliable and hassle-free IRA custodian

Equity Trust is a great IRA custodian, with a range of investments, including crypto, real estate, private equity, stocks, bonds, and mutual funds. This lets investors diversify their portfolios and explore alternative assets. Plus, they have a supportive leadership team that values work-life balance.

However, there are areas for improvement. Pay and compensation could be higher. Customers have reported HR inefficiencies, poor management, and lack of training. Also, there have been processing delays and longer phone call wait times due to understaffing.

So, when considering Equity Trust, investors should weigh up both the positives and negatives.

Customer Complaints and Business Responses

Customer Complaints and Business Responses

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Customers’ concerns regarding fees, response delays, and asset liquidation difficulties are explored in this section, along with the business responses to address these issues and provide necessary assistance.

Overview of customer complaints regarding fees, lack of response, and difficulties in liquidating assets

Reports of customer grievances – fees, lack of response, and troubles with asset liquidation – have been heard.

  • Some customers feel fees are too high or disproportionate to the value they get.
  • Slow communication and unresponsiveness has been a problem.
  • It is hard to liquidate investments in a timely manner.
  • These complaints suggest where Equity Trust could improve customer satisfaction and operational efficiency.

Equity Trust seeks to offer great services and client relations. Addressing these issues can improve their reputation. By being open about fees, responding quickly, and having efficient asset transfers, they can strengthen ties with their clients.

A customer had difficulty selling a real estate investment through Equity Trust. Even after repeated attempts to contact them, they faced delays and struggles to liquidate their asset swiftly. This shows the importance of efficient asset transfer procedures for client satisfaction.

Business responses addressing the customer concerns and offering assistance

Equity Trust is dedicated to responding to customer concerns quickly. They strive to answer any issues or queries in a professional and effective way. Customers can rely on solutions and support to resolve their worries.

Equity Trust takes customer feedback seriously and wants customers to feel heard and valued. When replying to complaints or inquiries, they strive to offer clear guidance and options for resolution.

The company provides a customer service team that is trained to handle various issues. They are knowledgeable about investments, fees, account management technology, and other services. This means they can give accurate and helpful replies.

Also, Equity Trust emphasizes transparency in its business responses. If there are any delays or issues with resolution, the company will keep customers updated on progress.

In conclusion, Equity Trust values its customers and works hard to address their concerns. Through open communication channels, a dedicated customer service team, and transparency in its actions, the company aims to provide assistance that meets the needs of its customers.

Conclusion

Conclusion

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Equity Trust Reviews are the ultimate way to judge the performance and reputation of the company. These reviews offer customers a glimpse into the experiences of people who have used their services. Through careful analysis of these reviews, potential customers can gain an understanding of both the pros and cons of choosing Equity Trust.

The reviews show the quality of customer service and the efficiency of the company’s investment management. They also give insight into any possible issues customers may have encountered. This helps people assess the risks and benefits before committing.

One beneficial detail from the reviews is the range of investment options available from Equity Trust. Customers have praised the company for providing real estate, precious metals, and cryptocurrency investments. This selection gives people the chance to customize their investment strategy.

The positive reviews confirm that Equity Trust is dependable and trustworthy. This is evidence of their commitment to providing efficient and transparent services.

In summary, Equity Trust Reviews are a great way to understand the company. They help potential customers decide if Equity Trust is a good choice. From the diverse investment options to the reliable reputation, Equity Trust is a sensible choice for those seeking trustworthy and efficient services.

Some Facts About Equity Trust Reviews:

  • ✅ Equity Trust Company has a rating of 4.5/5 stars on Glassdoor based on over 200 reviews. (Source: Glassdoor)
  • ✅ 87% of Equity Trust employees would recommend the company to a friend. (Source: Glassdoor)
  • ✅ 89% of Equity Trust employees approve of the CEO. (Source: Glassdoor)
  • ✅ Positive aspects of working at Equity Trust include great benefits, a supportive leadership team, and a positive working atmosphere. (Source: Glassdoor)
  • ✅ Some negative aspects mentioned by employees include low pay, lack of compensation, and issues with the HR department and management. (Source: Glassdoor)

FAQs about Equity Trust Reviews

What is Equity Trust and what services do they offer?

Equity Trust is a self-directed IRA custodian that offers a variety of investment services and account options, including SDIRAs, solo 401(k)s, and investment services for individuals and institutions. They provide opportunities to invest in alternative assets like cryptocurrencies, real estate, precious metals, private equity, stocks, bonds, and mutual funds.

What are some of the positive aspects mentioned by employees of Equity Trust Company?

Some of the positive aspects mentioned by employees of Equity Trust Company include great benefits, a supportive and driven leadership team, a positive working atmosphere, commitment to work-life balance, and overall health.

What are some of the negative reviews about Equity Trust Company?

Some of the negative reviews about Equity Trust Company include complaints about low pay, lack of compensation for hard work, dissatisfaction with the HR department and management, lack of training, processing delays, longer hold times on the phones, and being understaffed.

What are the available investment options with Equity Trust?

Equity Trust offers a wide range of investment options, including traditional assets like stocks, ETFs, bonds, and mutual funds, as well as alternative assets such as cryptocurrencies, real estate, precious metals, private equity, and loans.

Does Equity Trust offer check writing services?

No, Equity Trust does not offer check writing services, which may be inconvenient for some investors.

What are the fees associated with Equity Trust?

Equity Trust charges various fees depending on the type of account and investments. They assess setup and renewal fees, with transaction fees generally not being charged. Additionally, there may be a fee for storing precious metals. It is recommended to review the specific fee structure for each type of account and investment.

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