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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 |
David was knowledgeable and answered my… David was knowledgeable and answered my questions quickly and concisely. he went out of his way to support me with my transfer request also.
Business response:
Thank you! We're glad David was able to assist you with you transfer. Feel free to reach out with additional questions.
Francisco, the patient one. Francisco was patient and willing to listen politely without interrupting my personal rollover drama. I'm glad that iTrust has such a fine representative on staff.
Business response:
Thank you, Paul! We're glad Francisco was able to assist you with your rollover. Feel free to reach out with additional questions.
David Cruz was awesome helping me step… David Cruz was awesome helping me step by step
Business response:
Thank you, Thomas! It's good to know David was able to provide step by step assistance. Feel free to reach out with additional questions.
Fantastic Fantastic! Not sure how to start! But, it was the best talk I had by just calling a support service and being able to talk to a human being. The assistance was beyond I could ever expect! Josh, Trent, thank you so much for the assistance and the patience with me. My fist call for help and the first impression made it. And considering to make sure it was my actual account, gave me so much more confidence to proceed with transactions. Since Japan, I thought such service was not in existence! Love it. Thank you so muc... read more
Business response:
Thank you, Flavio! We're glad to hear that Josh and Trent made such a great first impression with their personable support. We appreciate your kind words. Feel free to reach out with any additional questions.
Roth and Custody Account Customer I now use iTrust for my Roth IRA as well as have a premium custody account. Their customer service is exceptional as always and today I interacted with Brendan who once again provided a great experience. Highly recommend!
Business response:
Thank you! We're glad that Brendan provided another great experience and that you've consistently received exceptional support from our team. Feel free to reach out with any additional questions.
Excellent customer service David was very helpful in teaching me about the new ITrust app.He is very knowledgeable and a excellent asset to the ITrust company. With people like David on your team ,ITrust has an excellent future and I recommend them to everyone I talk to.
Business response:
Thank you, Dennis! We're glad David provided knowledgeable help while walking you through the app. Feel free to reach out with any additional questions.
Great IRA assistance! Jett- Senior Relationship Manager was a great help in helping me move funds into a Roth IRA account.
Business response:
Thank you, Dale! We're glad Jett provided great support while helping you move funds into your Roth IRA. Feel free to reach out with any additional questions.
Chris Lee was excellent Chris Lee was excellent! I had problems getting the zoom call going and he was very patient with me and made the process enjoyable.
Business response:
Thank you! We're glad Chris was able to assist you. Feel free to reach out with additional questions.
This was my first transfer from an… This was my first transfer from an existing account. When a hiccup presented, they jumped in and stayed with it until resolution. I couldn’t be happier!!!
Business response:
Thank you, Mark! We're so glad our team was able to resolve your issue. Feel free to reach out with additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 19,358 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.