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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 |
Josh was very helpful and understood my… Josh was very helpful and understood my problem with funding my account. I liked his enthusiasm which showed that he really wanted to help me out. He quickly guided me through the process with ease. I give Josh an A+++ rating. Job well done.
Business response:
Thank you, Randy! We're glad Josh quickly understood your funding issue and helped you navigate the process. Feel free to reach out with any additional questions.
Thank Josh for walking me through… Thank Josh for walking me through Itrust's amazing new dashboard. I've been with your company since you guys were using crayons and scrap paper! I'm still a fan, this is my only investment vehicle. I share Itrust capital with anyone who will listen and those who don't! Thank you again for your help Josh! Keep snowboarding in Northern California!
Business response:
Thank you, Peter! We're glad Josh was able to walk you through our new dashboard and make the experience a great one. Feel free to reach out with any additional questions.
Aryton has been super helpful Aryton has been super helpful. My experience has resulted with him being informative, patient and kind. In my opinion that’s the trifecta I receive with the highest level of appreciation Thank you Aryton and ITrust Capital.
Business response:
Thank you, Ross! We're glad Ayrton provided the perfect trifecta of knowledgeable, patient, and kind support! Feel free to reach out with any additional questions.
Julian was extremely helpful and made… Julian was extremely helpful and made my experience stress free. He is very knowledgeable and I am very confident that he is a valuable asset to iTrustCapital. Thank you
Business response:
Thank you, Doug! We're so glad Julian's knowledge and helpfulness made your experience smooth. Feel free to reach out with any additional questions.
I had to roll my 401k into an IRA… I had to roll my 401k into an IRA account. I was a bit overwhelmed. Bobbi put me at ease turned my experience from anxious to pleasent immediately. Walked me through from log in to the end all while telling me about the new things Itrust is added in the last yr. I’m very happy to be with a financial institution that I feel respected and valued.
Business response:
Thank you, Mark! We're glad Bobby helped turn what initially felt like an overwhelming rollover process into a positive experience. Feel free to reach out with any additional questions.
I'm just getting started with iTrust… I'm just getting started with iTrust Capital and awaiting my money transfer. The company has e-mailed me communications on how to proceed and I received a call from Romeo and he was very helpful and answered some questions I had of the process. He also offered information on the Q programs of which I remembered I had seen on the webpage. It really enlightened me to look into it.
Business response:
Thank you, Robert! We're glad Romeo was able to answer your questions and provide helpful support as you get started. Feel free to reach out with any additional questions.
I had a follow up phone call with Romeo… I had a follow up phone call with Romeo as to my account being funded, in addition to already being included on an email with ITrustCapital and my financial advisor/custodian, informing me the money would be moving, and hot additional info on the use of Q, an in-app tool for trading. All very helpful and reassuring information for my new account. Romeo was very helpful and professional with their products and my business. Thanks, again, Romeo! I appreciate you!
I had a follow up phone call with Romeo… I had a follow up phone call with Romeo as to my account being funded, in addition to already being included on an email with ITrustCapital and my financial advisor/custodian, informing me the money would be moving, and hot additional info on the use of Q, an in-app tool for trading. All very helpful and reassuring information for my new account. Romeo was very helpful and professional with their products and my business. Thanks, again, Romeo! I appreciate you!
Business response:
Thank you, Leane! We're glad Romeo followed up with you about your account funding and provided helpful information about Q. Feel free to reach out with any additional questions.
ITrustCapital made everything super easy! ITrustCapital made everything super easy to easy to move funds from one Ira to another. And their customer support is top notch (shout out to Julian)!! Couldn’t be happier that we made the switch!
Business response:
Thank you! We're glad Julian was able to assist with moving your funds. Feel free to reach out with additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 20,025 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.