2 years ago in August I opened an SD Roth IRA with Equity Trust. The women, Katherine Chapman, who sold me the account informed me there would be a annual fee of $190, which would be taken out a year from the time I opened the account each year. Well this information was false, and the following ...
Had been a client since 2005. Established two accounts: Roth IRA & SEP IRA Early August contacted ETC customer service for assistance in funding a trust account from my Roth. They denied my request, were very uncooperative AND, to date, failed to have someone call me back, as they had promised. ...
All the IRA investments I put into an account at Equity Trust went broke (NOT their fault, mine). When I tried to close the account, to stop their high fees, they requested proof that the investments were indeed gone. Fair enough, except they wouldn't accept anything I submitted. I tried to explain ...
Set up a self directing IRA with this firm a few years ago. The fee schedule presented is not what they are giving me today after I tried to move the IRA to a different provider. The fee schedule they gave me today does even match their website fee schedule. They charge a premium to keep you there, ...