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iTrustCapital
- Finance
- Irvine, CA
About this business
iTrustCapital, named the best Crypto IRA Platform in America*, helping investors access Crypto, Gold and Silver Assets within their Roth, SEP and Traditional retirement accounts. Securing more than $2 Billion Dollars for tens of thousands of clients, iTrustCapital is revolutionizing the retirement account industry.
Location details
2372 Morse Avenue, #966, Irvine, CA, 92614, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have nothing but good to say about… I have nothing but good to say about Stacy Liu. She is World Class
Business response:
Thank you, Ken! We are thrilled to hear about your positive experience with Stacy.
Conversion of tokens from Trad to Roth I converted tokens from my Traditional IRA to my Roth. Jeff & Nadia were very helpful on our call and very quick to send me the docusign, etc to complete the conversion. It could not have been any easier. Thank you!
Business response:
Thank you, Greg! We are thrilled to hear about your positive experience.
Have a Zoom call to verify ID and email… Have a Zoom call to verify ID and email changes in the account. Was easy to schedule, Stacy the person who takes care of me was very flexible. we get everything quickly and efficiently
Business response:
Thank you, Lilly! We appreciate you taking the time to share your positive experience.
Another great experience with I trust capital Customer representative, Grace, assisted me with a distribution verification call today, and as I generally experience with I trust capital representatives, she was professional, friendly, helpful, and very efficient. it was a pleasure working with her!
Business response:
Thank you, Katie! We appreciate your kind words about Grace.
Chad Poulos (Relationship Manager) was… Chad Poulos (Relationship Manager) was simply phenomenal. He proactively partnered with me to ensure that my Traditional IRA was transferred from MML Investors (Fidelity) to iTrustCapital. He achieved this by providing me with frequent updates and extra “touch points”. Namely, he consistently followed up on all steps/actions and checked-in via text, email and telephone calls. (I was especially impressed with this since most people do not pick up the telephone and have an actual convers... read more
Business response:
Thank you, Erica! We are so happy to hear about your positive experience with Chad.
Ashley - Professional, smart & kind Ashley did a great job assisting me with my 401k transfer to iTrust. Ashley was professional, smart and kind. Thank you for everything!
Business response:
Thank you, Michael! We are thrilled to hear about your positive experience with Ashley.
Lindsey from iTrust Capital is amazing! Lindsey was super helpful in getting my distribution processed, and knew the answers to all of my questions! She was able to walk me through my app to find the necessary info like a pro!
Business response:
Thank you! We appreciate your kind words about Lindsey.
Had a basic question and was able to… Had a basic question and was able to get my answer within 1 minute of calling. No wait time. Joseph was super professional and polite. Thanks A LOT!!
Business response:
Thank you for your positive feedback! Please reach out if you have any additional questions.
Alyssa was extremely helpful today in assisting my withdrawal of funds. Based on my experience I highly recommend ITrust Capital. Alyssa was xtremley
Business response:
Thank you, Pilgrim! Our team goes above and beyond, especially Alyssa.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.9 star rating with 9,465 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 8:00 a.m.