Choice Reviews 

383
•
TrustScore 5 out of 5

4.9

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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

Joelle Tucker is a very patient, understanding, and courteous person. Resolved all my concerns and questions in one call. Thank you, Joelle.

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

383 reviews

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4.9

All reviews

(383)

218 reviews in the last 12 months

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Rated 5 out of 5 stars

Mailed a bill after changing from a traditional IRA to a ROTH

I had changed my silver investment from a traditional IRA to a ROTH. I thought the credit card I'd had on autopay with my traditional IRA would continue over to the ROTH. It did not. I got a written notice saying that I needed to pay my fee and charged me an extra fee for mailing the bill to me.
Leslie Anna refunded my mailing fee and assisted me in getting my CC on auto pay for my future ROTH payments.

29 January 2026
Unprompted review
Choice logo

Reply from Choice

We're sorry to hear you had autopay issues, but are thrilled Leslie Anna was able to assist in alleviating your concerns. Have a great day, Marie!

Rated 5 out of 5 stars

Leslie Anna at Digital Trust was…

Leslie Anna at Digital Trust was amazing. She went above and beyond to help me do everything necessary to meet a very tight deadline for an investment I was working on. An exceptional experience!!

27 January 2026
Unprompted review
Choice logo

Reply from Choice

Thank you for your feedback on Leslie Anna's care! We appreciate you, Charlie!

Rated 5 out of 5 stars

Leslie Anna Call

Leslie Anna answered my question concerning my asset transfer in a timely manner. She was prompt and courteous. Asked if I had any other needs or concerns.

26 January 2026
Unprompted review
Choice logo

Reply from Choice

Thank you for your feedback on Leslie Anna's care! We appreciate you, Henry!

Rated 5 out of 5 stars

Joelle Tucker went above and beyond to…

Joelle Tucker went above and beyond to find the answers I needed to clarify regarding the SEP IRA. I appreciate your efforts and your patience.

26 January 2026
Unprompted review
Choice logo

Reply from Choice

Jocerlyn, we're so happy to hear Joelle's was able to assist your needs. Please don't hesitate to reach out to us again if you need any further help.

Rated 5 out of 5 stars

Staying with Choice now!

As a very tenured client of Choice, actually I was a client when it was Kingdom Trust Via Bitcoin IRA, I was very impressed when Maribel reached out to me. She was able to suggest a more viable solution for me and was genuinely interested in my relationship with Choice. Because of Maribel ability to solve for my concerns, I will be staying with Choice instead of going elsewhere.

26 January 2026
Unprompted review
Choice logo

Reply from Choice

Melissa, we're so glad you're staying with the Choice family. Should you need anything else, please don't hesitate tor each out.

Rated 5 out of 5 stars

Joelle Tucker was pleasant & informative

Joelle Tucker was pleasant and informative as she helped me sort out the details for reporting the year-end Fair Market Value of my Choice HYOK account.

26 January 2026
Unprompted review
Choice logo

Reply from Choice

John, we're so happy to hear Joelle's was able to assist your needs. Please don't hesitate to reach out to us again if you need any further help.

Rated 5 out of 5 stars

answered all my questions and told me…

answered all my questions and told me when i could expect to complete it
it was : Michelle Ceballos that helped me thank-you

26 January 2026
Unprompted review
Choice logo

Reply from Choice

Thank you, Alvin! Should you need anything, please don't hesitate to reach out.

Rated 5 out of 5 stars

Digital Trust has been a great service to work with

I would like to thank Leslie Anna for great customer support. She promptly provided me the required links to update my account. Digital Trust has been a great service to work with.

20 January 2026
Unprompted review
Choice logo

Reply from Choice

Thank you for your feedback on Leslie Anna's care! We appreciate you, Mark!

Rated 5 out of 5 stars

I spoke with Joelle Tucker

I spoke with Joelle Tucker, and she was pleasant, professional, and extremely helpful. Speaking with Joelle helped me get exactly what I was looking for. She took extra care to ensure my money was reimbursed, proactively contacted the other team, and saw the issue through to full resolution. I truly appreciate her dedication and excellent customer service.

14 January 2026
Unprompted review
Choice logo

Reply from Choice

Vijayakumar, we're so happy to hear Joelle's was able to assist your needs. Please don't hesitate to reach out to us again if you need any further help.

Rated 4 out of 5 stars

Outrageous fees

Update: I was contacted by a client relation manager who resolved the fee issue. If the promises are kept for the duration of my account, then I'm back to 5 star rating for them.

I was with Kingdom Trust before they were bought out by Choice. The buy/sell fee was 1%. Last night I went to trade my SOL to BTC, and they want both a Choice fee AND an exchange fee, for a total of 3.2% on the sale of SOL. There is no swap availability, so to buy BTC that would be another 3.2%. So a total of 6.4% to do a swap? Who is giving them good reviews? This is insane. I called support and they basically said this is our fees. If this happens to you ask for instructions on how to do an in-kind transfer to another institution, the fee is 1% to go somewhere else or 6.4 % to stay with Choice.

11 January 2026
Unprompted review
Choice logo

Reply from Choice

Hi Persida, we appreciate your feedback and we've shared it with our team. It looks like our team was able to speak to you yesterday and alleviate your concerns. Please let us know if you have any other questions. Thank you!

Rated 5 out of 5 stars

Leslie Anna was extremely helpful

Leslie Anna was very helpful, upbeat and efficient. I called in with several issues and she handled them all flawlessly.

14 January 2026
Unprompted review
Choice logo

Reply from Choice

Jeff, we're thrilled that Leslie Anna was not only extremely helpful, but upbeat and efficient. Thank you for your feedback!

Rated 5 out of 5 stars

Fast

Fast, personal, efficient customer service with a REAL person!

14 January 2026
Unprompted review
Choice logo

Reply from Choice

Jay, yes a REAL Person! We love that too. If you need anything else, please don't hesitate to reach out.

Rated 5 out of 5 stars

Lucas solves problems!!!

I called because haven't been able to sign in the my account for nearly a year. Anyone I'd spoken to in the past couldn't solve the problem. This time I reached Lucas who worked tirelessly to finally solve it. He has a great attitude, very patient & is truly a problem solver. He's super kind, knowledgeable & diligent. He kept his word & called me back.

13 January 2026
Unprompted review
Choice logo

Reply from Choice

Richard, first off we're very sorry to hear that you weren't able to access your account that long. That is not the Choice way, and we regret to hear that. However, we're glad that Lucas was able to sort out the problem for you. Thank you so much for your patience, and please do not hesitate to reach out should you need anything.

Rated 5 out of 5 stars

Leslie Anna saw it thru to the end

Leslie Anna answered the phone quickly, and stayed on the line while I filled out the form and gathered the supporting documents. I had encountered problems submitting the form and she made sure to stay till everything was completed and uploaded and emailed. She spoke english clearly and saw me thru to the end of what is always a confusing process.

12 January 2026
Unprompted review
Choice logo

Reply from Choice

Jennifer, thanks for your feedback on your experience with Leslie Anna. We appreciate you! We also want you to know that we take your feedback very seriously regarding document troubles and we are always improving based on client feedback. Please let us know the specifics by phone or email and we will make sure to share with our team.

Rated 5 out of 5 stars

Leslie took the time to make sure the…

Leslie took the time to make sure the forms were filled out correctly.

12 January 2026
Unprompted review
Choice logo

Reply from Choice

James, we're so happy to hear Leslie was able to assist your needs. Please don't hesitate to reach out to us again if you need any further help.

Rated 5 out of 5 stars

Leslie Anna Connally is excellent!

Got in the call back queue and received an instant call back from Leslie Anna. Believe me she is a pleasure to work with, very knowledgeable and extremely helpful. She solved my query very quickly and professionally.

12 January 2026
Unprompted review
Choice logo

Reply from Choice

Thank you for your feedback on Leslie Anna's care! It's great to hear that she's a pleasure to work with, very knowledgeable and extremely helpful. We appreciate you, Jim!

Rated 5 out of 5 stars

Leslie was delightful

Leslie was delightful, thorough and efficient. I would hire her in a heart beat. Customer service was elite!

8 January 2026
Unprompted review
Choice logo

Reply from Choice

Paul, thanks for your warm words regarding Leslie's "elite" care. And thank you for being a client!

Rated 5 out of 5 stars

I was pleased with the service I received today.

I was pleased with the service I received today with Digital Trust. Because there was a high call volume my call was placed in a cue to be returned. I was quite pleased that I received a call back in a short time. I had the privilege of speaking with Leslie Anna. She was very qualified to answer my questions and, in fact, offered to help me go on line, if needed, to put in a dispute agreement with Fed Ex regarding the shipment of our coins. Over these past few years I have always enjoyed great service with Digital Trust. Thank you.

6 January 2026
Unprompted review
Choice logo

Reply from Choice

LaVawn, thanks for taking the time to write such a thorough and warm review of Leslie Anna's service. We appreciate having great clients like you, and we're here to help should you need anything else.

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