Well it has been a slog. I finally got through to a person for the 3rd time. Heather explained that the new metals distribution form wouldn't allow a minus amount as in wire fees and the like. She ex... See more
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Leading self-directed IRA custodian for investors seeking to diversify their retirement portfolio with alternative investments - real estate, private equity, crowdfunding and more, and serving investment professionals, sponsors and platforms nationwide.
7901 Woodway Drive , 76712, Woodway, United States
Asks customers to review
This company invites their customers to review, whether positive or negative
Replied to 100% of negative reviews
Typically replies within 1 week
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Sandra made this distribution procedure much simpler and quicker, and was very nice, thanks!
We would give a 5 star, but the wait time to get someone is usually very long.

Reply from STRATA Trust
Well it has been a slog. I finally got through to a person for the 3rd time. Heather explained that the new metals distribution form wouldn't allow a minus amount as in wire fees and the like. She explained the problem fully. Honestly had she not helped me figure this out I would changed my IRA to another trust company. High marks for Heather desling with my frustration professionally and with common sense demeaner. Great woork Heather

Reply from STRATA Trust
I wished to sell some gold to fund another project I have. I began in early Dec. It took me several calls to get the person who was assigned to me. The sale took place (on Dec 17, I was told) but I never received my money. When I called, I was told the broker was on vacation. I have called seven times (to that broker and others) and left messages, but have not received a call back. Your directory does not give phone numbers of individuals, so I can't reach a manager. HELP.

Reply from STRATA Trust
Great company with excellent customer service.Brittany S. was very patient and kind and guided us through each process!!

Reply from STRATA Trust
There was a lot to sign and making sure you got all things signed !!
But when you get the right help it goes well and Heather did fabulous.

Reply from STRATA Trust
I was helped by a wonderful woman who took the time to walk me through the process. It is so nice to speak to someone who is so kind that doesn’t push you through the process. She was wonderful.

Reply from STRATA Trust
Customer service Rep. was excellent - experienced & well-trained. Fulfilled all my requests and answered my questions.

Reply from STRATA Trust
Melissa put me at ease the moment she answered the phone. I could just tell by her sweet voice and tone that my call would be a success! I wasn't looking forward to the call, as I always seem to have problems with your website and really didn't want to make this an hour long call. There were a few issues we had to correct on my account. Melissa was so very patient with me with each issue, and walked me through so I feel much more confident when using your website. Such a very sweet, patient and caring woman Melissa Stead is. I was very impressed & if I ever need to call for assistance again, I will request Melissa.

Reply from STRATA Trust
Melissa was yet again a big help and was able to resolve issues on my account.

Reply from STRATA Trust
Genisus was absolutely wonderful. She explained everything to me and made the transaction so easy. Appeared to be precious lady. I really enjoyed working with her. I felt all my anxiety melt away. She is the greatest.

Reply from STRATA Trust
The first person to answer the phone at strata helped me with forms and procedures.

Reply from STRATA Trust
Brittany Sisneros!
She took the time with me. I had multiple questions with some challenges. She was with me the whole time. She was patient and professional! Some times, when I've called Strata, I can't understand them (their first language might not be English) and sometimes, they are anxious to get off the phone without taking the time needed for me to understand.
But Brittany did an OUTSTANDING job today and I would like her bosses to know that us clients on the other end appreciate she and others who are like her in their patience and knowledge. Thank you Brittany.
Stacey S.

Reply from STRATA Trust
Heather was so nice to assist me in completing the necessary forms. She was very helpful in explaining certain information to me.
Eric Rivas was absolutely outstanding.
Top-notch Support
good information from your employee and was very helpfull!
Customer service reps very patient and helpful
Heather was helpful, friendly, infinitely patient, kind, and thoroughly professional in every way. Would that customer "care" people elsewhere were like her! She is amazing.

Reply from STRATA Trust
Strata is wonderful! Brittany Sisnero was knowledgeable, professional, personable, and efficient with her answers. She was able to assist me with online forms, passcode info (private) for signature, and understanding about downloading documents! The experience was phenomenal!

Reply from STRATA Trust
She was patient with me and helped me to accomplish my tasks

Reply from STRATA Trust
Natalie Jensen, a client services associate was one of the most condescending customer service reps I've ever experienced with STRATA TRUST. NO help, not caring, bad attitude and unprofessional.
If this is the holding company that holds your money- I'd go elsewhere.
I'm moving my $$ out of STRATA TRUST if possible-

Reply from STRATA Trust
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