Equity Trust Company Online Reviews Executive Summary
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Equity Trust Company Feedback Analysis Report

Equity Trust Company Online Reviews Executive Summary

Equity Trust Company's online reviews reflect mixed feedback. Customers appreciate timely service, professional assistance, and efficient transactions. However, many express frustration with high fees, poor communication, long wait times, and unresponsive customer service. Some reviewers faced challenges with account transfers, fee disputes, and security issues. Despite positive mentions of helpful personnel and quick turnarounds, there are significant concerns about reliability, professionalism, and overall customer experience.

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  • Customer Service Managers
  • Investment Analysts
  • Compliance Officers
  • Business Development Managers

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Custom Date - Jul 27, 2024
Popular Phrases (of 30 reviews)
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Featured Content
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  • Laura B did a great job to get my…

    Laura B did a great job to get my transaction completed on time! She was very attentive and went above and beyond!

    Sentiment
    • Positive
    Content
    • Professionalism and Efficiency
    Apr 05, 2024
  • Equity Trust Company provides…

    Equity Trust Company provides excellent, efficient and IRS compliant service and products.

    Sentiment
    • Positive
    Content
    • Professionalism and Efficiency
    Jan 02, 2024
  • Equity Trust provides Outstanding service and tools I neeed

    Equity Trust provides the service and tools I need to manage my account. Deposits, bill paying make me so effective at running the properties I hold on my IRA.

    Sentiment
    • Positive
    Content
    • Account Management and Fees
    Dec 16, 2023
  • Very helpful and expedited my…

    Very helpful and expedited my transaction. Made all the difference. Thank you

    Sentiment
    • Positive
    Content
    • Professionalism and Efficiency
    Dec 08, 2023
  • consistent phone wait of 15 mins for a…

    consistent phone wait of 15 mins for a person. Rarely get it solved the first time, have to call multiple times. poor customer service

    Sentiment
    • Negative
    Content
    • Customer Service Experience
    Dec 01, 2023
  • Equity trust couldn't locate my account…

    Equity trust couldn't locate my account for over a week and then told me I had a 401k loan balance on a loan that had been paid off several months ago. I had to pull 3 years of bank statements to show that all payments had been paid and, in fact, overpaid a bit. Very concerning and disappointing

    Sentiment
    • Negative
    Content
    • Legal and Compliance Concerns
    Nov 14, 2023
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Sentiment Analysis (of 30 reviews)
-2 Net Promoter
Score
Popular Topics (of 30 reviews)
Languages (of 30 reviews)
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Frequently Asked Questions

  • This page displays purchase options and a preview of the customer feedback analysis report for Equity Trust Company  based on online reviews collected from Trustpilot. The analysis helps Financial Advisors, Customer Service Managers, Investment Analysts, Compliance Officers, Business Development Managers to discover insights into what people love, dislike, and need.

  • This report contains qualitative analysis with Net Promoter Score, Sentiment Analysis, content classification, most popular phrases, languages and a trend graph to display how the context changes over time. After purchasing the report, you can search in customer feedback and filter results based on classification labels and popular phrases. Also, the analysis is available in PDF format, and all the reviews are available in Excel.

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