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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 |
Very quick and knowledgeable resolution… Very quick and knowledgeable resolution to my funding of roth ira.
Business response:
Thank you, James! It is good to know that you had a positive experience with getting your issue resolved.
Exemplary customer service While recently rolling over from a traditional 403b to an IRA with iTrustCapital I needed extra assistance and attention when things weren’t going right (through no fault of iTrust). Luckily, Bobby from the support team was there to explain the process, confirm information, and manage vital details. He had my back and communicated effectively and in a timely, manner- often! In the end, it was he and Grace Avina who got me to the desired goal. Thank you, Bobby and Grace, for your professional help a... read more
Business response:
Thank you, LK! Navigating these types of transfers can be challenging, and it’s wonderful to hear they guided you with clarity and care every step of the way.
Thank you Julian! I was having difficulty setting up my premium custody account so I called customer service to assist. I was immediately connected to Julian who was so gracious and patient with helping me through the process. The personal one on one customer service he provided was stellar and very much appreciated. My wife and I have been with ITrust Capital for a few years and I have to say the service is always excellent because of caring professionals like Julian. Nice job!
Business response:
Thank you, William! Julian's commitment to delivering thoughtful, personal service truly reflects the standard we hold ourselves to.
Helpful customer service When I called for a question or help getting my funding started. They were fast and helpful.
Business response:
Thank you, Ed! It is good to know you had a positive experience.
Agent was very helpful Jett was very helpful with completing my account transfer, more so than the first person I talked to. Thanks very much for your help!
Business response:
Thank you, Christy! We’re glad to hear that Jett was especially helpful in completing your account transfer and provided the support you needed.
Ayrton! Ayrton!! He explained everything clearly and concisely. Especially tax implications. I’m a creature of habit and would love for Ayrton to be my goto iTrustCapital consultant.
Business response:
Thank you, Eric! We're so glad to hear that Ayrton provided clear, concise guidance. It’s great to know he made you feel confident and supported throughout the process.
My first time experience was excellent My first time experience was excellent. The customer service agent (Julian) helped me navigate through the process and he showed me step by step of what to expect during the sign up. Exceptional customer service!
Business response:
Thank you, Phillip! It is great to know Julian was able to provide you with support every step of the way.
Ayrton Ayrton, rep on the phone, was very helpful. He worked on the sign in issue, called me back like he said he would and I was able to log in.
Business response:
Thank you, Larry! We're glad to hear Ayrton was able to resolve your sign-in issue and followed through as promised.
Your company was highly recommended to me Looking for a company that you can trust for holding your assets is always complicated, i had many great references for your company. When i decided to do this, i was fighting tons of delays from the other IRA company, they didn't want to let go of my money. Francisco M. helped me with the process and he was able to get the money into my account very quickly.
Business response:
Thank you, Steve! We are so glad that Francisco was able to expedite the transfer. Welcome aboard.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,893 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.