This profile has been claimed by the business owner or representative.
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 |
Jett was extremely helpful and very… Jett was extremely helpful and very patient with me. Walked me through everything until I felt comfortable with transferring.
Business response:
Thank you, Bobby! We're glad Jett was able. to assis you and provide some ease of mind.
Itrust has been great. Itrust has been great. They keep me informed and up to date on all my transactions. Jonathan was very helpful answering my questions. A pleasure to deal with. Customer service is excellent!
Business response:
Thank you, Matt! It’s wonderful to know Jonathan was helpful in answering your questions and made the experience a pleasure. Please feel free to reach out with any additional questions.
Romeo was awesome today Romeo was awesome today. He handled all my questions clearly and professionally! Kudos Romeo!
Business response:
Thank you, Rebecca! We're glad Romeo was able to address your questions clearly. Feel free to reach out to us with any additional questions.
Aaron was very courteous and… Aaron was very courteous and knowledgeable. He helped to figure why I was having hard time login to my account and how to fund my account faster than the ACH system Thank you
Business response:
Thank you, Ali! We're glad Aaaron was able to resolve your issue with your account login and funding. Feel free to reach out to us with any additional questions.
Chris Lee and Lindsey Colon were great! Chris Lee and Lindsey Colon were very professional and patient with me in helping to correct my issue! In 11/25, I mistakenly opened a ROTH IRA acct and was forced to convert it to a new PCA acct before tax due date of 4/15/26. The paperwork and process were made simple and their attention to detail was fantastic. I look forward to being an iTrustCapital customer for a long time!
Business response:
Thank you, Mike! We’re so glad to hear that Chris and Lindsey provided support while helping you correct your account situation. We truly appreciate your trust and look forward to supporting you for many years to come.
IRA rollover questions Rafael was knowledgeable and friendly, answering all my questions and concerns regarding a ROTH IRA rollover.
Business response:
Thank you, Jeremy! We're glad Rafael was able to answer your questions regarding the rollover. Feel free to reach out to us with any additional questions.
Romeo was very friendly and… Romeo was very friendly and professional.
Business response:
Thank you for the positive feedback!
Patiently walked me through the website… Patiently walked me through the website for the information I needed
Business response:
Thank you, Harry! We're glad our team was able to walk you through the information you required. Feel free to reach out to us with any additional questions.
I called iTrust to get information on a… I called iTrust to get information on a tax matter & spoke with David. He was professional & friendly & answered my question thoroughly.
Business response:
Thank you, Al! We're glad David was able to thoroughly assist you. Feel free to reach out to us with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,271 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.