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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 |
I'm a new member and was in the process… I'm a new member and was in the process of opening a fresh IRA to transfer an old one to. Actually I was chatting with the chat bot to get some questions answered before continuing and Francisco called me up mid process, and proceeded to answer my questions and walk me through the rest of the set up. Saved me time and effort no doubt.
Business response:
Thank you, Ian! We’re glad Francisco reached out at just the right time and helped streamline your account setup. Please feel free to reach out with any additional questions.
Alex made my asset onboarding a snap Alex made my asset onboarding a snap. A very capable gentleman.
Business response:
Thank you, Tony! We're glad Alex was able to make your onboarding an easy one. Feel free to reach out with additional questions.
Romeo let me know my $100 bonus should… Romeo let me know my $100 bonus should be processing. He was perfesional and did not waste my time. On Target - thanks for the help.
Business response:
Thank you, George! We’re glad Romeo provided support and kept things clear and on track. Please feel free to reach out with any additional questions.
Francisco is excellent Francisco contacted me via phone within minutes of submitting the transfer form to get a wet signature and subsequently uploaded the form. Excellent customer service.
Business response:
Thank you, Pam! We're glad Francisco was able to assist with your transfer. Feel free to reach out with additional questions.
Recharacterizing my contribution I love speaking to real people and Itrust provides that service. I called and spoke with Romeo today. I had a mess on my hands with over contributions and needing to Recharacterize my contribution. Romeo was patient and helped me figure out what I had done between my two accounts. He then walked me through two request forms and helped me fill them out properly to submit. He was very polite and well spoken. A huge help. Thank you Itrust and Romeo.
Business response:
Thank you! We’re so glad to hear that Romeo was able to help you work through a complex situation and guide you step-by-step through the process. Please feel free to reach out with any additional questions.
Great customer service. Great customer service. Helped me out a lot and answered all my questions.
Business response:
Thank you, David! We're glad our team was able to help you out. Feel free to reach out with additional questions.
Chris walked me through the process… Chris walked me through the process thoroughly.
Business response:
Thank you for the positive feedback!
Great service Great service, great help ,very patient and very trustworthy.
Business response:
Thank you for the positive feedback, John!
Distribution process. This morning I called about my distribution and talked with Romeo. He explained to me in detail how long the process takes and what I should expect in the next couple of days. The frequently ask quetion is great but person to person is better for me. I seem to get more questions answered with a person then a AI or a bot. I recommend not to get rid of person to person altogether in the futere. Instead, give the customer the option to pay for person to person. Some of the vintage folks like myself feel mo... read more
Business response:
Thank you, Jose! We’re so glad that Romeo provided detailed guidance on your distribution and helped set the right expectations. Please 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 19,970 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.