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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 |
The iTrust team was very helpful The iTrust team was very helpful in getting my rollover transfer completed and funded in my account. Both David and Fuji communicated frequently over phone, text and emails to alert me of the steps I needed to make through the process. My previous custodian had made the transfer process confusing, but David listened to my situation and helped me process the transaction successfully.
Business response:
Thank you, David! We are so glad that our team was able to make the transfer process less complicated. Feel free to reach out to us with any additional questions.
Great customer service with iTrust Great customer service with iTrust, thank you Romeo:)
Business response:
Thank you, Wendy! We're glad you had a positive experience with Romeo.
Excellent Customer Service I had a good experience regarding my distribution from a ROTH account. Lindsey Colon was very helpful and responsive. She helped to make the distribution process very easy. Thank you!!!
Business response:
Thank you! We're so glad Lindsey was able to simplify the distribution process for you.
Great help from start to finish Phone call was immediately picked up with a good introduction. My questions were all answered to understanding and I was really happy about my result at the end.
Business response:
Thank you, Daniel! It is great to know that you had all your concerns addressed by our team. Feel free to reach out to us with any additional questions.
professional and helpful Francisco was professional and helpful
Business response:
Thank you, Yong! We appreciate your kind words.
My first attempt at a transfer had some… My first attempt at a transfer had some missing or incorrect items. Jeff listed the items, I corrected and the transfer was efficiently initiated. Perfect way to handle the situation.
Business response:
Thank you, Tom! k. It’s great to know the situation was handled smoothly and effectively. Feel free to reach out to us with any additional questions.
GREAT EXPERIENCES so far... GREAT EXPERIENCES so far... Staff has been very helpful and very professional. From account initiation and funding, to IRA COVERSIONS.
Business response:
Thank you! We're are so glad that you had a positive experience.
The iTrust Relationship Management Team The iTrust Relationship Management Team, Sydney, Josh, and Chris, has been extremely prompt in communicating and assisting me with funding my accounts with iTrust Capital. Kudos to you all.
Business response:
Thank you, Ernie! Our team's commitment to clear communication and client care is exactly what we strive for. Kudos right back to you for being a valued part of our community.
Alyssa Ebner's detailed instructions… Alyssa Ebner's detailed instructions made the application for disbursement extremely easy to understand and complete each task. Kudos to her and her knowledge and professionalism.
Business response:
Thank you, Derrick! Alyssa's knowledge and attention to detail are a true asset to our team.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,326 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.