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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 |
Transfer of Funds to ITrust Capital I just completed a partial transfer of assets to ITrust Capital from another IRA company. I love what ITrust offers! My representative David was very knowledgeable and helpful…most importantly he was patient with my questions and super grateful for his patience assisting me!!! Thank You David!!! Thank You ITrust Capital!!!
Business response:
Thank you, Chris! We're so happy to hear that your partial transfer went smoothly and that you’re loving what iTrustCapital offers.
Romeo was great Romeo was great. Walked me through a roth to roth capital exchange and explained how it would go and when it might be completed. It made this very easy.
Business response:
Thank you, Mike! We're happy Romeo was able to simplify this process for you.
Customer Service is always there and… Customer Service is always there and FAST
Business response:
Thank you, James! Your kind feedback is much appreciated.
We are so happy to be part of the… We are so happy to be part of the iTrust Family!! Josh C. goes above and beyond each time we call in!! We love that this office is US based! Thank you team for always answering the phone with a smile and best customer service!
Business response:
Thank you, Katie! We're so happy to have you as part of the iTrustCapital family. Feel free to reach out with any additional questions.
Josh who assisted me was professional, courteous, knowledgeable and patient! Josh who assisted me was very professional and knowledgeable. He was patient as this was the first time working with iTrustCapital. Look forward to many years of great service and business with them. Thank you Josh 🙏🏻
Business response:
Thank you, Craig! We look forward to supporting your financial journey ahead.
Josh B is my go to guy at itrustcapital… Josh B is my go to guy at itrustcapital as he is patient, answers all my questions, and beyond helpful as a new user of itrust
Business response:
Thank you, Joey! It means a great deal to know Josh has been such a reliable and supportive resource for you as a new client.
Romeo from customer support was so… Romeo from customer support was so helpful in getting my PCA account set up! Easiest ever experience with a fintech app. Loved being able to chat with a real person instead of a robot!
Business response:
Thank you, Cole! Feel free to reach out with any further questions. We look forward to supporting you with your PCA.
It seems you can put your trust into iTrust. ;-) Well, I did some research, and if you’ve done yours, you’ll come to find that iTrust easily has the best of them all. However, I did make some calls to other companies to check around. Transfer fees, trading fees, what kind of customer service I should expect, etc. And there was at least one other company that had my decision teetering. But then they didn’t call me back. So I went with iTrust. In the beginning, there was quite a hassle, though, not with iTrust. It was another ... read more
Business response:
Thank you for sharing your experience! We appreciate the time and care you took to evaluate your options, and we’re honored that you ultimately chose iTrustCapital. Feel free to reach out with additional questions.
Final Confirmation and Approval During the Rollover of my past employer’s 401k to My Itrust Capitol Roth Ira. I was assisted by 6 different Itrust Capitol reps. Fuji Tan was the very last to confirm that my Rollover checks had been received and he kindly instructed me to add an additional payment method to handle a processing fee. Fuji Tan was so very kind and professional. Even though my Rollover was a fairly small amout. He and the Crew at Itrust Capitol made me feel just as important as a Multimillionaire Client and liter... read more
Business response:
Thank you, Paterno! At iTrustCapital, every client matters and it’s clients like you who make our mission so meaningful. We’ll be here whenever you need us.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,652 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.