Equity Institutional




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Equity Institutional

Average Rating:

2.31 / 71 votes / 8 reviews
Equity Institutional
1101 Wooded Acres, Suite 120, Waco , TX, 76710
Phone number: (855) 355-2587
Web: http://equityinstitutional.com/Home.aspx

Category: Financial Services

Toll-Free Number:
(855) 355-2587
Fax:
440-243-9700
Company Address
Equity Institutional
1101 Wooded Acres, Suite 120
Waco ,

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Complaints & Reviews — Equity Institutional

10 Jul, 2019

Only 1 problem

I keep signing up for the paperless statements that saves me $10.00 but it is always disappearing so that I have to pay the $10.00 per year. The real problem co is Patriot Gold where I lost $80K and they can’t/won’t explain it (went to unknown fees and such).
They were charging me $40 due to the fact that I was getting paper statements. This in addition to the $230 fee to store my precious metals. I tried to call them to have my account changed to electronic notices. I could not get through on the customer service line. However, there was an option on the... Read more➤
Customer service is terrible. They think that you work for them. Their fees are not even competitive with other custodians. They charge very high fees and then charge you again and again for everything they do. If you open an account with this company you will regret it, then if you want to close your account because... Read more➤
20 Nov, 2018

COMPLAINT ABOUT CALL

Received 2 calls from the same lady 2 days ago. Messages left on VM. The first call was asking for my phone number to call me. REALLY?!?!? PLEASE NOTE that I had closed out my account at Equity about a month earlier. The second call said to call back (888) 382-**** regarding a Security form. Both times... Read more➤
I own an IRA which Equity Inst. is the custodian. I get quarterly dividends. The problem for over three years is Equity will not send my dividend payments to me. Every quarter I spend hours on the phone with Equity trying to locate my dividends. They tell me they can’t find the dividend . The most inefficient... Read more➤

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