Choice Reviews 

384
•
TrustScore 5 out of 5

4.9

While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more

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Rated 5 out of 5 stars

Abigail was very friendly and very helpful handle all my needs today and made sure I needed nothing else before we parted ways. Great job Abigail.

Rated 5 out of 5 stars

Michelle took my call today and handled it start to finish. No transfers, no "let me check with someone," no script. She listened to what I actually needed, answered every question I had, and made... See more

Rated 5 out of 5 stars

Lucas Sarcona is amazing!! It took 29 minutes from start to finish closing my wife's IRA and my IRA. I began this journey in January 2026 and have spoken to Anna, Alli, Michelle, Joelle, Mareibell, Kr... See more

Company replied

Rated 5 out of 5 stars

Jacob McMillian is superb in customer service. Extremely knowledgeable, professional, thorough and patient. Please have him train all members of the Choice Team in handling questions from Digital Trus... See more

Company replied

You should know

4.9

Excellent

TrustScore 5 out of 5

384 reviews

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No recent history of asking for reviews

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4.9

All reviews

(384)

218 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Kayla was great

Kayla was great. She was quick to respond to my question and promptly looked into it and gave me the response I was looking for.

30 July 2026
Unprompted review
Rated 5 out of 5 stars

Ana Henry was outstanding

Ana Henry was outstanding in her professionalism, knowlege and empathy to ensure that i would feel the company is doing the best to help customers. I think Ana is a fine example on how to support and assist in customer facing situations.

16 July 2026
Unprompted review
Rated 5 out of 5 stars

Roth Conversion

Roth Conversion. Jacob was very helpful in getting me the statements I needed within just a few minutes of the request. Great customer service and helpful staff to get solutions fast.

1 July 2026
Unprompted review
Rated 5 out of 5 stars

Lucas Sarcona was very helpful in…

Lucas Sarcona was very helpful in clearing up some questions I had around IRA conversions and distributions, with clear next steps, along with Docusign documents I will need to complete and submit as part of the process.

23 June 2026
Unprompted review
Rated 5 out of 5 stars

Mark from Phillips

Incredibly friendly, professional & competent. Leslie Anna was exceptionally patient and walked me through the entire transaction process.

16 June 2026
Unprompted review
Rated 5 out of 5 stars

Good customer support overall

Good customer support overall, but I highly recommend that Choice sends out a notification to its users that spoofing calls are being made by scammers falsely representing Choice in an attempt to gain customers personal information. This needs to happen ASAP.

26 May 2026
Unprompted review
Choice logo

Reply from Choice

Hi Billy, we appreciate your feedback and we've shared it with our team. Your security is our #1 priority at Choice and we regret to hear that as impersonation scams are increasing across all industries, including financial services.

If anyone contacts you claiming to be from Choice and requests personal information, please follow these steps:

-Do NOT share any personal or account information.
-Get the caller’s full name, phone number with extension and email address, if possible.
-Hang up immediately, then contact us using the official phone number listed on ChoiceApp.io.

If you need anything else, please don't hesitate to reach out. Have a great day!

Rated 5 out of 5 stars

Service Excellence would describe the contact made.

The patience of the of the staff member and provider I was given that help me to move forward move forward. She was both patient and personable. I hope I gave all that was needed to conclude my request/ withdrawal.

28 May 2026
Unprompted review
Choice logo

Reply from Choice

Lovell, we're glad to hear that you received patience and personable service from our support team. Please don't hesitate to reach out should you need anything else at 888-753-6972. Have a great day!

Rated 5 out of 5 stars

My customer service representative

My customer service representative, Michelle Ceballos, was very helpful and answered my questions very easily.

It made me feel good about my choice to use this company for my Roth IRA.

27 May 2026
Unprompted review
Choice logo

Reply from Choice

Hi Mynders, we're glad to hear that Michelle made you feel good about your Choice (love the play on words), and that she was helpful and answered your questions very easily. If you need anything else, we're just a phone call away. Have a lovely day!

Rated 5 out of 5 stars

Jacob McMillian Deserves 11 STARS

Jacob McMillian is superb in customer service. Extremely knowledgeable, professional, thorough and patient. Please have him train all members of the Choice Team in handling questions from Digital Trust customers who have an IRALLC and who want to invest in ETFs, mutual funds, stocks or crypto. He is unique. He made me feel like a valued client and that he had all the time in the world for me throughout the entire interaction. Kim

28 May 2026
Unprompted review
Choice logo

Reply from Choice

Kim, we truly appreciate your thoughtful review of Jacob's service. Nothing makes us happier than hearing from happy clients and we have shared your feedback with our team. If you need anything else, we're here! Have a great day.

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