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    Charles Schwab

    4.0 (1 review)
    Closed 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Retirement planning

    Personal banking

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    9 years ago

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    Equity Trust Company

    Equity Trust Company

    (312 reviews)

    Totally do NOT understand the negative reviews! I have been with Equity Trust for over 10 years…read moreand closed many private money transactions with them and every single one was fast and efficient. Maybe because I always request "expedited"? Within 48 hours, the funds are released from my account and arrive where they need to be. The customer service is the best! Calls and emails are returned same day. I HIGHLY recommend this SDIRA! I wish I could give them 10 stars! Thank you, Equity Trust !

    Equity Trust's customer service is the worst! I requested an…read moreRMD disbursement to be mailed to me and it never arrived. I called their customer service and was on hold for about 30 minutes. When someone finally came online (Pretty sure they were offshore) I asked a question and she immediately put me back on hold for another 10 minutes without saying anything! When she finally came back online and i explained that I never received the check she said "Well we mailed it". Then she said I should contact the USPS! I asked if it was sent certified mail so I could track it. She said it wasn't. I said then how can it be tracked?! She said I could give them the check # to track it!! I asked to speak to a supervisor but was not allowed to. Finally I hung up and explained the situation online. The check was voided, I was charged $60 for canceling the check, and was told another check would be mailed. I never received that check either! This whole situation has been going on for almost a month! To say I'm upset is an understatement. A company like this who handles self directed IRA's should have a competent and timely customer service

    Charles Schwab - investing - Updated September 2026

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