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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 |
IRA rollover to iTrust capital support. Job well done Romeo! I needed some support executing a IRA rollover to my iTrust account. I receiveda call from Romeo. He was very polite and professional. Romeo competently explained the rollover process. With Romeo support I was able to initiate the IRA rollover request exectly as he explained. Romeo then answered all of my questions regarding establishing a Roth IRA, funding methods and rules, tax treatments and distributions. Romeo took the pain out of the process. Job well done!!!
Business response:
Thank you! We're so glad Romeo was able to make your rollover experience stress-free. Feel free to reach out to us with any additional questions.
I have called numerous times for… I have called numerous times for assistance, I’ve have the good fortune having Francisco assist me. I find the assistance Francisco provided to be exceptional
Business response:
Thank you, David! We're so glad Francisco was been able to consistently help you out.
Experience w David was good Experience w David was good
Business response:
Thank you for the positive feedback, Joseph!
Alyssa Ebner & Joshua Cheban were… Alyssa Ebner & Joshua Cheban were awesome! They were great at communicating with me. I have not had 1 bad experience with iTrustCapital!
Business response:
Thank you, Annilu! We're so glad Alyssa and Josh were able to help you out. Feel free to reach out to us with any additional questions.
Fast & Friendly Customer via text & phone! My experience with iTrust has been very positive. The app is intuitive and easy to use. I did have a funding issue my second year investing. My ACH transfer had an issue. I contacted customer service via phone, iTrust has a dedicated phone number to speak to a representative. My rep Francisco looked into the issue and got back to me via text message and phone call after 10min with a resolution.
Business response:
Thank you, George! We’re so glad to hear your experience with the app has been positive and that Francisco was able to jump in to track down the ACH issue. Feel free to reach out to us with any additional questions.
Outstanding customer support I once again needed assistance with my funding problem and as usual, it was operator error on my part. I was lucky enough to speak with Romeo who was extremely patient and guided me to another successful resolution to my issue. If you are research this company, they have been outstanding to deal with. I would highly recommend them.
Business response:
Thank you, Samuel! We're so glad Romeo was able to walk you through the funding issue and help you get everything resolved. Feel free to reach out to us with any additional questions.
Romeo took great care of me and… Romeo took great care of me and answered all my questions!
Business response:
Thank you, Brian! We're glad Romeo was able to assist you. Feel free to reach out to us with any additional questions.
I was having problems creating and… I was having problems creating and activating my account. When I called in I spoke with Rafael. He was very polite and professional. He quickly helped me resolve my issues and stayed on the phone with me to verify, I could login into my account. He then informed me on how the the rest of the account setup would go and what I would needed to do. Thanks Rafael!!
Business response:
Thank you, Chauncey! We’re so glad Rafael was able to walk you through the setup. Feel free to reach out to us with any additional questions.
IRA Funding Made Easy! Ayrton walked me through funding my Roth IRA from my Traditional IRA from a simple text to my phone. Incredibly easy and one less worry for me! Thank you Ayrton!
Business response:
Thank you, Jim! We're so glad to hear Ayrton made your funding stress-free. 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 15,127 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.