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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 |
ITrust Customer Support Always interact with pleasant and knowledgeable staff. Bryce handled my concerns with (friendly) professionalism, nice to see the consistency across the CSR team, and you go direct to a live human! Super rare these days
Business response:
Thanks for sharing your experience!
Ayrton knows his stuff! The CS person Ayrton did an excellent job walking me through the IRA to Roth IRA conversion. Very knowledgeable, respectful, clear communication and did it in practically real time. Yeah!
Business response:
Thank you, Chris! We appreciate your positive feedback and are glad you found our team member's assistance helpful!
Josh to the rescue!! Josh was able to quickly and professionally help me find answers to several questions that I had. That was one very productive phone call!!! Thank you Josh.
Business response:
Thank you for your positive feedback! We're happy to hear that we provided you with a productive experience.
Helpful Made a mistake while transferring some funds and Bobby was able to show my husband and I how to properly submit what we wanted.
Business response:
We're happy to hear that we could help you correct the transfer. Thank you for sharing your experience!
I got a reminder call from David that… I got a reminder call from David that my traditional IRA was in the process of being funded to my Roth ira. David went to the process of getting my conversion form signed and submitted. Fuji was right on top of it and got my funds transferred from the traditional IRA to my Roth IRA. Thank you to both of you for doing such a great job!
Business response:
We appreciate you sharing your experience. We're glad the IRA funding process went smoothly, and we appreciate your acknowledgment of our team's efforts in assisting with the conversion form and fund transfer.
Satisfied customer since 2021 Been with iTrustCapital since 2021 and have no regrets. My favorite thing is their professionalism, response time and customer support. Their support page is also more helpful than any other I've encountered.
Business response:
We appreciate your continued trust since 2021! It's great to hear our professionalism and support meet your needs. Thanks for the positive feedback!
Stacey Liu was awesome Stacey Liu was awesome, very helpful and friendly, made the experience easy and fun.
Business response:
We're happy to hear that your experience was easy and fun. Thank you for your positive feedback!
Great customer service Great customer service. Romeo stayed on a phone call and helped me walk through a process to transfer funds from my Roth IRA at Equity Trust Company to my Roth account at iTrust.
Business response:
We're happy to hear that you received great customer service! We appreciate you sharing your experience.
I was transferring funds and had some… I was transferring funds and had some questions . Submitted my questions Jeffrey contacted me and followed up with all the answers I needed , Great service .. Thanks again ..
Business response:
We appreciate you sharing your feedback. We're happy to hear that your questions were answered and that you received great service. Thanks again.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,420 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.