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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 |
Amazing customer service at I-Trust capital… The customer service at I-Trust capital is outstanding in my experience. My latest questions and needs were completely met with Romeo helping. I highly recommend this as a simple way to plan for your future.
Business response:
Thank you, Gina! We’re thrilled to hear that Romeo provided the outstanding service you deserve. We appreciate your recommendation.
Great professional service Great professional service. Great customer service and Romeo did a thorough job and followed up with me as I requested. Been working with them for a couple of years and always excellence every step of the way.
Business response:
Thank you, Johnny! We truly appreciate your continued trust and kind words. It’s wonderful to hear that Romeo’s professionalism and follow-up made your experience seamless.
Alyssa was fantastic ! Alyssa was fantastic !
Business response:
Thank you for the positive feedback, Sonia!
I appreciated the info and help from… I appreciated the info and help from Mr. Joshua Cheban , very helpful.
Business response:
Thank you, Allen! We're glad Joshua was able to help you out. Feel free to reach out to us with any additional questions.
Alyssa is very patient in helping me… Alyssa is very patient in helping me resolve the over-contribution issue within her capability. Meanwhile, iTrustCapital still have a long way to go to improve its UX. Many options are not intuitive at all.
Business response:
Thank you, Suyang! We're glad Alyssa was able to help resolve your issue. We appreciate your feedback.
Romeo was helpful with "In-Kind" RMD transfer. Romeo was helpful in assisting me with my RMD questions about "In-Kind" withdrawals from from my IRA account to my PCA (Personal Custody Account) at iTrust.
Business response:
Thank you, William! It’s great to know Romeo helped clarify the process and made things easier for you. Feel free to reach out to us with any additional questions.
Got done what I needed Got done what I needed though the hoops one has to jump through seem excessive to me and the website/portfolio tracking leave a lot to be desired. I'd probably give it 2 stars on that issue but for what I needed to be done, Josh C. did a good job.
Business response:
Thank you, Derek. We’re glad to hear that Josh was able to assist and get everything taken care of for you. Feel free to reach out to us with any additional questions.
Chris Lee is always so helpful Chris Lee is always so helpful. I appreciate his help at ITrustCapital.
Business response:
Thank you, Lauren! We're glad Chris was able to help you out.
Good talk, questions answered. Just got off the phone w/ Josh B. Very friendly, courteous and professional. He answered all my questions and then some, and put my mind quite at ease about using the services at iTrust Capital. A++++.
Business response:
Thank you, Johann! It’s wonderful to know Josh was able to answer all your questions and help you feel confident about using our platform.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,731 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.