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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 |
Transferred my ROTH IRA to iTrustCapital So I am 1 week into the transfer of my ROTH IRA and everything is going smoothly. My HAT off to the extraordinary customer service skills of FRANSISCO who is professional at his position helping me to answer all my questions in a timely manner !! I think this will my final Best BUSINESS decision of 2025 having started my retirement account w iTrustCapital
Business response:
Thank you, Ali! We're so glad Francisco was able to help you out with your questions. We're so glad to have you on board.
Darya was outstanding Darya took care of the matter with get detail and professionalism.
Business response:
Thank you, Michael! We're glad Darya was able to take care of your matter.
Francisco was great Francisco was great. Professional and responsive. Super helpful. He followed up with me on my Ira transfer. Excited to get started! Thank you again.
Business response:
Thank you, Christian! We're glad Francisco was able to assist with the transfer. Feel free to reach out to us with any additional questions.
Romeo did an amazing job on helping me… Romeo did an amazing job on helping me understand how to do a Roth conversion. Very patient! Would highly recommend him!
Business response:
Thank you, Brian! We're glad Romeo helped you out with the Roth conversion. Feel free to reach out to us with any additional questions.
Absolutely Recommend Thank you Rafael for your help and support!! This is all so new to me and you made my onboarding / funding process so much easier.
Business response:
Thank you! We're so glad Rafael was able to assist with your onboarding process. Feel free to reach out to us with any additional questions.
I spoke on the phone with Francisco I spoke on the phone with Francisco. Don’t know much about how 401ks work and he was so kind and explained my questions in a few ways so that I could better understand. Thank you
Business response:
Thank you! We're so glad Francisco was able to walk you through 401(k) information. Feel free to reach out to us with any additional questions.
RothIRA Emergency Withdrawal Customer Support I setup a RothIRA with iTrust three years ago due to their digital asset breadth and to mitigate self custody disaster recovery worries. Due to an emergency, I needed to partial withdraw funds but their typical processing is 7-14 days which can be problematic. However, their customer support did step in to speed up the processing so shoutout to Alyssa and her shepherding help.
Romeo knew exactly how to take care of… Romeo knew exactly how to take care of the rollover issues I was running into. Greatly appreciated and will recommend iTrust to my inner circle. Thank you!
Business response:
Thank you, Jordan! We're so glad Romeo was able to take care of your rollover issue. Feel free to reach out to us with any additional questions.
Setting up a Beneficiary I was setting up the beneficiary to my account and Darya P. guided me through the process; showing professionalism, being engaged and personable! It is because of over the top like this; employees like Darya that I highly recommend iTrust Capital to my friends!!!
Business response:
Thank you, James! We're glad Darya was able to guide you through the process and provide a personable experience. Feel free to reach out to us with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,971 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.