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iTrustCapital
- Finance
- Irvine, CA
About this business
iTrustCapital, named the best Crypto IRA Platform in America*, helping investors access Crypto, Gold and Silver Assets within their Roth, SEP and Traditional retirement accounts. Securing more than $2 Billion Dollars for tens of thousands of clients, iTrustCapital is revolutionizing the retirement account industry.
Location details
2372 Morse Avenue, #966, Irvine, CA, 92614, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Client Experience Specialist Adam Fote was extremely responsive and knowledgeable about all the products and services when I called to inquire about how best to open different types of IRA accounts with iTrustCapital. With Adam's guidance, the process was quick and easy. He was able to answer all of my questions and even waive an account fee when I opened a second account with iTrustCapital. Needless to say, I am most appreciative!
ITrustCapital has been a pleasure to deal with. They are very efficient and quick in getting you all the documents and information that you need. Email response times are great. You never need to worry about getting your important questions answered. Their customer service is great and readily available. I recently dealt with Mark Morales, who was extremely professional, helpful and knowledgeable. He was immediately ready to help in any way possible. He was a great listener and represented the company well. I would recommen... read more
ItrustCapital made it so easy to transfer my Roth IRA from a major investment company into a Roth IRA with iTrust.. I worked with Danielle and she was in constant contact with me and made sure I filled out the paperwork correctly and basically walked me through all the steps. The transfer went smoothly and I am now a happy iTrust customer!
I had a very difficult time transferring my IRA account from a big name bank to I Trust. Rochelle Sawit, Sr Client Experience Specialist provided assistance every step of the nearly month long attempted transfer period. Big name bank claimed to never receive the Transfer Form, Rochelle would fax it again. Jared Feldman, Director, Client Experience assisted and finally the IRA funds transferred in 1 day. Thank you so much to a great, responsive, effective, timely and courteous team. I was at the end of my rope and you sa... read more
Easy to set up and use for SEP IRA. Good with customer service (the one time needed).
Great opportunity is here to really improve your portfolio for retirement!!
Mark Morales is a really great customer service representative! He went above and beyond to help make our 401K to IRA/Roth IRA roll-overs smooth and hassle free. We now have three accounts with iTrust and are so grateful we made the moves we did.
Excellent - Dependable - East to use - Easy to see your investments
iTrust was very good at keeping in touch via the emails and following up to make sure that you were making sure that you are aware of what stage the transferring process is in so that you can make sure that account you are transferring is doing what they are supposed to do. You can also make an appt to talk to someone which can be beneficial the first time you are filling out all the TF forms because it is not always clear which acct number you are supposed to use.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.9 star rating with 3,442 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 8:00 a.m.