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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 |
Long time customer I have been a customer for years. Great experience and Francisco in customer service checked up.
Business response:
Thank you! We're glad Francisco could provide you with a positive experience.
Brendan at iTrustCapital is outstanding I have been with iTrustCapital for several months, and I am super impressed. They make it very easy to transfer funds from my SEP IRA to my IRA with them, and the process is very expedient. Moreover, Brendan, the rep I worked with personally, walked me through the process and made himself available to answer all of my questions. His customer service is outstanding!
Business response:
Thank you, Mike! We’re so glad Brendan made your SEP IRA transfer smooth and expedient with outstanding support.
Jonathan from iTrust Capital Jonathan from iTrust capital gave me a call just to see if I had any questions about my investments, or how the offerings were set to change in the near future. He was extremely knowledgeable, very helpful in answering all of my questions, I made sure I had a way to reach back out to iTrust capital if I had any more questions in the future. It was a great experience and I appreciate the fact that a company take the time to engage with their customers, instead of just hanging onto their money.
Business response:
Thank you, Jimmy! We’re so glad Jonathan took the time to proactively connect and provide clarity on upcoming offerings.
I created and sent the wire from… I created and sent the wire from Charles Schwab. The wire got to iTrust in record time but I had not initiated it from iTrust so it just sat there until Jonathon sent me a text telling me I had to create a bank wire in before the bank wire would get deposited to my account. I was sitting with a friend at the hospital at the time so I broke away to go home to complete the wire. When home I text Jonathan back because I was having difficulties completing the in wire process. He walked me throug... read more
Business response:
Thank you, Frank! It's good to know Jonathan was able to guide you through the wire process quickly and clearly, ensuring everything was completed smoothly. We appreciate you sharing your experience.
Customer Service was Excellent Customer Service was Excellent! Jonathan was incredibly patient and helped me every step of the way!!!
Business response:
Thank you, Greg! We’re so glad Jonathan provided patient, step-by-step support and made your experience excellent.
Chris Lee was very helpful Chris Lee was very helpful. He made it very easy to navigate the new account setup.
Business response:
Thank you, David! It's good to know Chris helped guide you through the new account setup.
Jonathan was great and explained all… Jonathan was great and explained all the details about Solana staking in easy to follow instructions.
Business response:
Thank you, Mark! We’re glad Jonathan made Solana staking easy to understand with clear guidance.
Jonathan and others were fabulous Jonathan and others were fabulous. What a difference between their service and Vanguard. Kept me informed of transfer progress and alerted me the moment my account was funded. In a market driven environment this is crucial. Outstanding service!!!
Business response:
Thank you, Ken! We’re so glad Jonathan and our team kept you updated through the transfer process and provided outstanding service.
Great experience with even better support from Brendan I needed help rolling over 401k to iTrustCapital and there were a ton of questions I had given the complexity and amount of funds I was transferring. I connected with Brendan and he not only walked me through everything but made the experience smooth and painless. I felt confident making the switch and was updated along the process while it was transferring. Post transfer he followed up and make sure to check on my account. I made my trades and haven't looked back. The p... read more
Business response:
Thank you, Kenny! We’re so glad Brendan was able to guide you through your rollover with clarity and care. 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 15,178 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.