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Customer Reviews

What do Equity Trust Clients Say?

Due diligence is essential. We understand you want to consider all available information before making an important decision such as choosing a self-directed IRA custodian. We can provide countless reasons why Equity Trust Company is the best custodian for your self-directed account, but don’t just take our word for it; here are Equity Trust Company reviews from actual clients.

“Equity Trust… They have some of the best customer service that I have ever experienced from any company, of any kind, anywhere, ever.”

Robin C., President of DFW Real Estate Investors Club | July, 2020

Robin C. at our Dallas/Fort Worth Virtual Wealth Building Workshop

“I have been using Equity Trust for almost 7 years. I compared several self-directed custodians before deciding to move my money to them. They have been fantastic to deal with. The customer service reps have always been friendly and helpful in the transactions. While no two investments are the same and some may take more steps than others, I have not had any issues in finalizing the paperwork in a timely fashion.

The online bill pay is easy to use and expenses related to my real estate investments are always paid quickly for utilities, contractors, etc. It’s easy to compare the costs and fees between different custodians and I found Equity Trust’s fee schedule to be very reasonable. Always do your own research, but I believe you will find that Equity Trust stands above the rest.”

Keith | October, 2019 | 5/5 Google review

“Anyone wishing to set up a self-directed retirement investment account should seriously consider the capabilities of the Equity Trust Company. A friend who had set up an account with them shared his experience with me four years ago, which led me to set up a self-directed IRA account, and subsequently a self-directed Roth IRA account. While it takes time and focus to get the accounts set up, once the initial hassle is completed, doing transactions gets a lot easier.

I have done 6 self-directed investment transactions which I otherwise would not have been able to do and so far have been very pleased with the results, although at this time have only done purchases and no sales. I have no reason to believe the prompt and helpful service received on the front end of a transaction will be any different than the backend. I have recommended ET to at least 6 other friends and do so without any reservations. My name is Steve – and I wrote this message. ‘-) “

Stephen A. | June, 2020 | 5/5 Google review

“I have been with ETC now for over 10 years and they have always been supportive in every investment I have been a part of. You can always connect with a live person and that is rare these days. Thank you ETC!”

Kevin C. | May, 2020 | 5/5 Google review

“The employees at Equity Trust are very friendly and have provided a wealth of knowledge regarding the rules and regulations with utilizing a self-directed IRA. Their website is user friendly and easy to navigate, particularly the bill pay section. I have called and spoke with representatives several times since opening my accounts and every time I call they provide an accurate and seamless transaction.”

Laura L. | January, 2020 | 5/5 Trustpilot review

“Equity Trust Co. has exceptional customer service, delivering prompt execution of requests, and making the entire process easy to deal with. These guys are terrific.”

Harry P. | March, 2020 | 5/5 Google review

“Equity Trust has been a great custodian for purchasing real estate via a self-directed IRA. I purchased my first investment property last month and I couldn’t have been happier with how smooth the process went. The online resources are easy to follow and my real estate rep was so helpful. I love working with this custodian and would highly recommend them to anyone wanting to purchase investment property using a self-directed IRA.”

Jordan H. | June, 2020 | 5/5 Google review

Investopedia Best Self-Directed IRA Company 2020=2024

Equity Trust Best Overall Self-Directed IRA Company 2020-2024

From Investopedia:

Investopedia Best Self-Directed IRA Company 2020=2024

“In the competitive SDIRA arena, experience counts, and Equity Trust has a lot of it. It has put its hindsight to work in creating a well-rounded offering supported by superior customer service, making it our choice as the best overall SDIRA provider.” 


“I love the ease of transactions with ETC. And their customer service is always so knowledgeable and helpful! I’m glad I picked ETC as my self-directed IRA custodian.”

Angella R. | May, 2020 | 5/5 BBB review

“I have been using Equity Trust Company for about 2 years and my experience with them has been wonderful. If I have a question, I can always pick up the phone and talk with a helpful representative. (Not always the case with other IRA companies as I have found.) I find the staff extremely patient, responsive, and reliable to follow through with our conversations. I highly recommend them.”

Peggi W. | February, 2020 | 5/5 Google review

“As a real estate broker for 40 years as well as an investor I find using Equity Trust for my IRA is most beneficial. They are easy to deal with, responsive and timely.”

Bob G. | September, 2019 | 4/5 Trustpilot review

“As a long time user of Equity Trust, I find their staff to possess a can do attitude but while doing so require that every t be crossed and every i dotted. Sometimes we want to take shortcuts but it is our personal interest to make sure every detail is properly handled. Very professional and very friendly staff. Thanks”

Marvin B. | May, 2020 | 5/5 Trustpilot review

“If you are interested in investing in real-estate and have steady income from your investment this is a great system. I have made great income and return on my investments since starting my account. I don’t have to worry about the volatility in the stock market.”

Mark W. | March, 2020 | 4/5 Google review

“All of the employees at Equity Trust do an amazing job and get things done at the pace needed to close any deal. I have been a customer for years and would recommend them to anyone of my friends or family.”

Jim A. | May, 2020 | 5/5 Google review

“I have always had prompt and courteous service from Equity Trust. I am confident that my assets are safe with them and they keep my accounting up to date in a professional manner. I have been with them for 12 years and highly recommend their service.”

E. S. | May, 2020 | 5/5 Google review

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