STRATA Trust レビュー 1,767

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 computer.
Thank you for such excellent service,
Best,
Robert B Frost

I was dreading having to fill out an online form which I had tried yesterday to fill out. I got bogged down yesterday when I tried to fill it out myself and gave up yesterday afternoon.
But then I was lucky enough to talk to Melissa Garcia today. She made everything easy.
. She helped me fill out the form instructing me whenever I didn’t know what to fill out. She made everything easy. What
a relief!

Complicated issues made navigable by a very responsive team at strata, pleasant to work with!

Call center lady was very competent, patient and pleasent to work with!

The Strata's Rep went above and beyond to ensure my request was fully resolved.

Wendy was both professional and proficient - a pleasure to speak with - She was EXCELLENT!

It would be great if you could shorten the "wait time"!

This has been a brand new experience and Heather was just a pro to work with. She walk me through everything she could and we are here now waiting to the process done and the purchase of the siler happening soon.

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 the process of first helping me to log into my account and then understanding the ins and outs of taking distributions, the fees and all that goes with that. She was a true gem of a lady! She didn't belittle me for not understanding the process, she only offered encouragement and positive feedback. I only hope when I call back I am connected to Wendy Davis again! She's a "keeper" in my book!!! Thanks for hiring her!

Each and every time I get on the phone with anyone from Strata Trust , it is a very positive experience . My entire life savings is in great hands with these very concerned individuals .
I even drove there hundreds of miles to
“ see “ the facility and meet them and sit and talk to them face to face .
This allows me to sleep well and feel confident about my retirement savings !

The young lady knew exactly what I needed to know. She went right to my page on my computer and was very fast and helpful. It was only a matter of minutes and I had what I needed!

Like- "Anna", a polite and patient, clear speaking professional. Answered questions with understanding and knowledge.
Not like- Call waiting. Lack of assistance available (a real person, not AI).

Heather stayed calm even when we had to change the approach to a challenge. She kept us moving even when it took me extra time to manage at my end. We were able to complete all the pages even when it was getting close to her end of work time. I am grateful to have the help. I wouldn't have been able to do it by myself

Eric Rivas was very good. He was very nice, patient and professional. Took me step by step of the process. He is not like the previous employee where I called on January 22, 2026. I hope I will get Eric Rivas again for my next distribution or somebody as excellent as Eric Rivas

Brittany Sisneros is amazing! She took care of a problem I've been having for the last week on a transfer! She was absolutely awesome!

I could not contact anybody at Strata, the day before the January major correction, by phone or by email. I could not verify my holdings even 2 days before the correction. Finally, by Friday in the afternoon I received a call. I felt better as I could verify my holdings in my account. With no response of any kind for 3 days, I thought I had been hacked or scammed. I have to commend Heather. She helped me out tremendously. I lost money because I could not sell before the correction.

Great customer service every time I call.
They answer all my questions promptly!

The Representative took the time to work with me to fill out the Beneficiary Designation forms to make sure they were proofed and correct. She was well versed and knowledgeable in the content and the form to make sure it was correct. Pleasant and helpful! Great experience.

Hi, I had the pleasure of talking with one of your account rep.s , named Heather Kostroum, just yesterday. Heather was so kind and respectful. She was knowledgeable in regards to all of the questions I asked , over a multitude of topics. Heather waited and helped me as I had to enter new account demo’s , etc. ( I’m NOT very fast at typing). She was personable, and professional ,all at the same time. I would give 10 stars , if the scale went the high. Thanks Heather.

Sandra’s kind and patient customer support is exactly how I wish all others in that role conducted their efforts. I was provided courteous support which addressed all my concerns.
Thank you Sandra!

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?"