Brittany Sisneros, in just a short amount of time, exceeded my expectations of what a Customer Service Representative should be. She listened patiently as I provided the reason for my call, then she... Mehr ansehen
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Das sagen Bewerter
I recently needed help re-establishing my password, and made a payment on my wife's account. Your associate, Genesis, was extremely helpful, and was very patient while I was working through the co... Mehr ansehen
Unternehmen hat geantwortet
When I called Strata, I was connected to Wendy Davis. I had many many questions concerning my account and how to manage it. Her customer service was most excellent as she patiently walked me through t... Mehr ansehen
Unternehmen hat geantwortet
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... Mehr ansehen
Unternehmen hat geantwortet
Unternehmensdetails
Vom Unternehmen geschrieben
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.
Kontaktinformationen
7901 Woodway Drive , 76712, Woodway, Vereinigte Staaten
- stratatrust.com
Hat 100 % seiner negativen Bewertungen beantwortet
Antwortet meist innerhalb von 1 Woche
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A Misfire Depository Visit to see my Bullion
I have bullion stored at Strata Trust and the Texas Precious Metals Depository (TPMD), and I was told that I can visit those deposits at any time if I apply for a visit. Applications to visit are reviewed by the custodian, Strata Trust. The application requires the make, model, color and license plate of the vehicle you use to visit their facility. Using my personal vehicle would require driving 1500 miles over 3 days each way. Instead, I opted to fly to Texas, rent a vehicle, provide the necessary information, wait for 2 days in a Texas hotel for the application to be approved before visiting. I discussed this plan and schedule extensively with Strata Trust before buying airline tickets and lodging in Texas.
I was in contact with both Strata and TPMD before traveling to Texas, and after I arrived in Texas on Tuesday, I gave Strata my vehicle details with the intent of visiting the depository on Friday, but, as of Friday, I had not received approval from Strata or TPMD as of 10 AM. I did talk with Strata at 11 AM, and they said they received my vehicle info and would get the approved application to TPMD immediately and that I could expect a call from them shortly. By 1 PM I had not received a call from TPMD, so I called them. They told me in no uncertain terms that I was not allowed to visit. They said that with a Strata application in hand they would then have to "schedule" a visit well beyond my scheduled Saturday departure.
I have a brother who is a skeptic about bullion. He asks, "Do you really know you have it?" At this point, I am becoming suspicious. I would have made different decisions had I known I could not visit. Their vehicle policy alone creates a massive barrier for everyone visiting. They (or a local Uber) could simply pick people up at a rendezvous point (ex. a parking lot) and taxi them to the facility.
I pose my brother's question to you, "At Strata Trust-TPMD, do you really know you have your bullion?"

Antwort von STRATA Trust
Good service
Very helpful and honest, good customer service and support.

Antwort von STRATA Trust
Spoke with Heather and she answered all…
Spoke with Heather and she answered all of my questions in a polite and professional manner. Very pleased with Strata Trust.

Antwort von STRATA Trust
Sandra made this distribution procedure…
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.

Antwort von STRATA Trust
Well it has been a slog
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

Antwort von STRATA Trust
I wished to sell some gold to fund…
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.

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

Antwort von STRATA Trust
There was a lot to sign and making sure…
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.

Antwort von STRATA Trust
Great customer service…
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.

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

Antwort von STRATA Trust
Melissa S. calmed me instantly!
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.

Antwort von STRATA Trust
Melissa was yet again a big help and…
Melissa was yet again a big help and was able to resolve issues on my account.

Antwort von STRATA Trust
Genisus was absolutely wonderful
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.

Antwort von STRATA Trust
Rmd withdrawal
The first person to answer the phone at strata helped me with forms and procedures.

Antwort von STRATA Trust
Brittany Sisneros!
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.

Antwort von STRATA Trust
Heather was so nice to assist me in…
Heather was so nice to assist me in completing the necessary forms. She was very helpful in explaining certain information to me.
Helpful Staff in Addressing and Resolving Issues
Staff members are very helpful in answering questions and addressing concerns. When faced with an unfamiliar problem, they research the issue in order to best address and solve the concern in a timely manner.
Eric Rivas was absolutely outstanding
Eric Rivas was absolutely outstanding.
Top-notch Support
your employee was verry helpfull and give information about my questions
good information from your employee and was very helpfull!
Customer service reps very patient and…
Customer service reps very patient and helpful
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