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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 |
Darya Pirzadeh was so helpful with my … Darya Pirzadeh was so helpful with my beneficiary change. I have been with ITrust for awhile now. This company and customer service has been great. They continue to grow and add new services for us investors. Keep up the great work and Thank you. Jeff Schueler really
Business response:
Thank you, Jeff! We’re glad Darya was able to make your beneficiary change a smooth experience. We appreciate your continued support. Feel free to reach out with any additional questions.
We appreciate that every time we have…had a good experience We appreciate that every time we have called for help, we have received an attentive, cordial, caring individual on the other end of the line ready and willing to help answer the questions. Andrew is the first person we talked to and after a few months, he was taking our call again. We appreciate the friendly and helpful manner that he extended to us. Thank-you!
Business response:
Thank you, Jerry! We’re glad Andrew and our team have consistently made you feel heard and cared for whenever you reach out. Feel free to reach out with any additional questions.
New customer so impressed I am new to itrust but David made me feel comfortable and his willingness to hear me and so kindly helped me. Such great service today..personal contact and not one interaction with AI during the whole call, beginning to end. Thank you so very much!
Business response:
Thank you, Linda! We’re glad David made you feel comfortable and took the time to listen and provide the personal support you needed. Feel free to reach out with any additional questions.
Romeo was patient and took the time to… Romeo was patient and took the time to answer all my questions.
Business response:
Thank you, Joe! We're glad Romeo was able to assist you. Feel free to reach out with additional questions.
We had funding issues with our IRA… We had funding issues with our IRA because our bank account didn't include our full name as it appears on our government ID. Plaid was rejecting our funding attempts. Lucas was able to guide us in removal of the original Plaid funding sources and reading them back which for ES Plaid to request the updates demographics on our bank account. It worked and we got our account funded successfully. 5 stars to Lucas!! Thanks so much!
Business response:
Thank you, John! We’re glad Lucas was able to help troubleshoot the funding issue, walk you through reconnecting your bank account, and get your IRA successfully funded. Please feel free to reach out with any additional questions.
iTrust's customer service, always great iTrust's customer service has always been great in my experience. This time Alex helped me with a Roth conversion. Absolutely nothing bad to say, he was both efficient and personable. I also appreciate the fact that right after we hung up he sent me a text from his direct line, just in case I had follow-up questions.
Business response:
Thank you, Francois! We’re glad Alex made your Roth conversion experience both smooth and personable. Feel free to reach out with any additional questions.
Mo was very helpful Mo was very helpful, and knowledgeable
Business response:
Thank you for the positive feedback, Mike! Feel free to reach out with additional questions.
Great service.. Great service... willingness to help and provide much needed guidance...Great job
Business response:
Thank you for the positive feedback, Charles! Feel free to reach out with additional questions.
Exceptional customer service Chris Lee spent nearly 15 minutes on the phone with me helping me move my assets off a different exchange. He waited until we could see it on the Itust side. Customer service is top notch moving assets around always makes me nervous. But the service provided is amazing.
Business response:
Thank you, Jeremy! We’re glad Chris took the time to walk you through moving your assets and stayed with you until everything was confirmed. Feel free to reach out with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 19,357 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.