filters
state:
Show
city:
Show
category:
Show
product:
Show
Very high fees. They will pay your fees with the spot value of your proofs without letting you know you owe a fee. Ex. They used 33 of my silver AEs to pay for fees by valuing them at 16.50 (spot) rather than letting me know I owed a fee for maintenance. There was no...
Read more
2.4
#1083356
Reply to reviews
The Perth Mint Certificates held in my Roth account were 'misplaced" "overlooked" "couldn't find in the vault" not once, but twice. I originally tried to liquidate a portion of them at the height of the metals market. In the 6 months it took to resolve this problem,...
Read more
#1079572
Reply to reviews
In 2015 I had to begin drawing from my precious metals IRA due to reaching the IRS age requirement. I did a minimum draw in 2015 and again last year. I just received my 1099 and it shows double the amount that I received. Equity Institutional (EI) claims that I...
Read more
1.1
I didn't like
  • Exhorbitant fees
#1005422
Reply to reviews

Short Review on February 20, 2017

Equity Institutional
#1011204
1.8
Details
Large fees bad service mostly
Comment
Show
Additional Fees
Advertised vs Delivered
Billing Practices
Customer service
Discounts and Special Offers
Diversity of Products or Services
Interest Rate
Price Affordability
Privacy and Data Security
Product or Service Quality
Reliability
Staff
Value for money
Website

Short Review on June 28, 2016

Equity Institutional
#873487
1.3
Details
Terrible experience. I was to participate in bank subordinated debt. Final deadline for releasing funds was 4 pm with closing next day. At 3:55 I was informed they would not hold the investment. No reason. Thousands of legal fees for 5% of total loan delayed. They should be investigate. Total disorganization.
Comment
Show
Advertised vs Delivered
Billing Practices
Customer service
Diversity of Products or Services
Interest Rate
Price Affordability
Privacy and Data Security
Product or Service Quality
Reliability
Staff
Value for money
Website
Several years age I opened a precious metals IRA with this outfit, then known as Sterling trust. I bought metals from an affiliated organization known as Bullion Direct which offered an on-line marketplace for buying and selling precious metals. Sterling Trust, now...
Read more
#968311
Reply to reviews
Everyone on this page needs to go to the consumerfinance.gov website and complain against these parasites. I'm awaiting a call from one of their supervisory minions and feel as though I will not be able to resolve it amicably. They whittled my account with a small...
Read more
1.0
I didn't like
  • Exhorbitant fees
#967969
Reply to reviews
If I could give a negative 100 stars I would. Worst customer Service EVER. I am 60 years old and I can honestly say I have NEVER had such poor customer Service. There is never any follow through EXCEPT asking for more fees. I am closing an account right now that has...
Read more
#940906
Reply to reviews
We had 2 accounts with Sterling Trust, then Equity Trust as a result of their merger. Their fees were totally exorbitant and we decided to close the accounts and transfer the assets elsewhere. The asset in question was real estate, so all that was required of Equity...
Read more
Anonymous
Anonymous

My experience is very much the same as yours. I have been trying to close my account (since my stock I hold there has minimal value now - less than their annual maintenance fe...

#895346
Reply to reviews
I am consistently astonished at how completely awful your online delivery has been this year (2016)! At the beginning of the year EI was unable to deliver first quarter statements until the end of April, that is AFTER Taxes are due! Your fees may not be the most...
Read more
1.2
I didn't like
  • Dealing with anyone in your firm
#866368
Reply to reviews
I've had a client pass away with a number of beneficiaries. It took 10 months to get an account set up for each of the beneficiaries & now, after 2 more months, I still can't get the assets transferred out to another firm. I've talked to a number of different people...
Read more
1.1
I didn't like
  • Dealing with anyone in your firm
#864852
Reply to reviews
This company charges exorbitant fees! Over 10% for an IRA. I have a Delaware Charter retirement account that went through many hands and now is with Wells Fargo. When I called today about the fee that Equity Institutional charges, they were not even able to locate my...
Read more
#820144
Reply to reviews