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iTrustCapital
- Finance
- Irvine, CA
About this business
Location details
2372 Morse Avenue, #966, Irvine, CA, 92614, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:00 a.m. to 5:00 p.m. | |
| Tue | 7:00 a.m. to 5:00 p.m. | |
| Wed | 7:00 a.m. to 5:00 p.m. | |
| Thu | 7:00 a.m. to 5:00 p.m. | |
| Fri | 7:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I had to roll my 401k into an IRA… I had to roll my 401k into an IRA account. I was a bit overwhelmed. Bobbi put me at ease turned my experience from anxious to pleasent immediately. Walked me through from log in to the end all while telling me about the new things Itrust is added in the last yr. I’m very happy to be with a financial institution that I feel respected and valued.
Business response:
Thank you, Mark! We're glad Bobby helped turn what initially felt like an overwhelming rollover process into a positive experience. Feel free to reach out with any additional questions.
I'm just getting started with iTrust… I'm just getting started with iTrust Capital and awaiting my money transfer. The company has e-mailed me communications on how to proceed and I received a call from Romeo and he was very helpful and answered some questions I had of the process. He also offered information on the Q programs of which I remembered I had seen on the webpage. It really enlightened me to look into it.
Business response:
Thank you, Robert! We're glad Romeo was able to answer your questions and provide helpful support as you get started. Feel free to reach out with any additional questions.
I had a follow up phone call with Romeo… I had a follow up phone call with Romeo as to my account being funded, in addition to already being included on an email with ITrustCapital and my financial advisor/custodian, informing me the money would be moving, and hot additional info on the use of Q, an in-app tool for trading. All very helpful and reassuring information for my new account. Romeo was very helpful and professional with their products and my business. Thanks, again, Romeo! I appreciate you!
I had a follow up phone call with Romeo… I had a follow up phone call with Romeo as to my account being funded, in addition to already being included on an email with ITrustCapital and my financial advisor/custodian, informing me the money would be moving, and hot additional info on the use of Q, an in-app tool for trading. All very helpful and reassuring information for my new account. Romeo was very helpful and professional with their products and my business. Thanks, again, Romeo! I appreciate you!
Business response:
Thank you, Leane! We're glad Romeo followed up with you about your account funding and provided helpful information about Q. Feel free to reach out with any additional questions.
ITrustCapital made everything super easy! ITrustCapital made everything super easy to easy to move funds from one Ira to another. And their customer support is top notch (shout out to Julian)!! Couldn’t be happier that we made the switch!
Business response:
Thank you! We're glad Julian was able to assist with moving your funds. Feel free to reach out with additional questions.
Working with lucas is such a pleasure I… Working with lucas is such a pleasure I feel like I have my own personal banker. Customer service is amazing. I am so happy I got referred to you company. I can’t again tell you how incredible their Customer Service is.
Business response:
Thank you, William! We're glad you're able to have such a positive experience with Lucas. Feel free to reach out with additional questions.
Bryan's helped navigate through the… Bryan's helped navigate through the process very well. Thank you Bryan!
Business response:
Thank you! It's good to know Bryan was able to help you navigate the process. Feel free to reach out with additional questions.
Aniah is fantastic Aniah is fantastic! He was very thorough and answered any questions I had. Wonderful team member!!
Business response:
Thank you, Jen! We're glad Aniah was able to help you out. Feel free to reach out with additional questions.
Excellent customer service Excellent customer service. Everyone is always very helpful and friendly. Josh is very patient and helped me with my questions; he even offered me additional tools to improve my performance.
Business response:
Thank you, Gasper! We're glad Josh was able to help you out. Feel free to reach out with additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 19,997 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.