American Trust Alexandria Dr, Lexington

American Trust Reviews

• J

  Jathan Sharkey
  1

  Terrible to work with. After changing jobs we tried to just rollover the self directed td Ameritrade account into personal td Ameritrade account and we were told that unified trust does not accept any outside forms to process. Also do not try to talk with anyone in the “outside distribution” team because they do not accept calls or questions. Basically unified trust makes it as difficult as possible to remove money from them and will not answer any questions. Stay away at all cost. Also after 1 month of trying to rollover 401 we contacted unified trust and found out that all the paperwork we “DocuSign” did not qualify because previous employer requested that we either fax or upload. Update...after almost 2 months of the rollover process we were contacted again via email to contact unified trust. Apparently since this was a self-directed td Ameritrade account that I would now need to sell all the funds before they could start the process. Now this makes perfect sense but wouldn’t you think this should be the first item that unified trust advises us to do in the rollover process. We have been paying them fees to have our 401k even thou it’s a self-directed but if they are this disorganized in a rollover then I would hate to think what returns I would expect to receive

• M

  Melissa Cox
  1

  Keeps telling me what I am entering is invalid. HAVE I T CONTACT ME. THIS SIGHT IS NOT USER FRIENDLY AT ALL. NO WONDER YOUR RATING IS DO SO LOW. YOU HAVE EARNED,!

  Response from the owner

  Melissa, Thank you for leaving your review, we are truly sorry for the challenges you’ve experienced attempting to log in. I personally notified our customer service team of the issues you were having. I was recently updated that one of our Participant Experience Leads was able to get in contact with you and help you get into your account. For future assistance, please don't hesitate to call the customer service call center at (866) 680-7000. Thank you, Unified Trust

• E

  Elena Vassilevsky
  2

  Our company has a 410k plan with Unified Trust, and I am not happy with the them. Their quarterly reports are very scant and lack information. The website is not user friendly. On top of that, they charge $75 distribution fee when you take your money out!

• A

  Amber Crisp
  2

  Low rating due simply to bed website and no app!