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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 |
Had a great experience with some… Had a great experience with some questions on my account with Shawn. He is outstanding, patient and answered all my questions with his expertise of the process.
Business response:
Thank you, James! We're happy that Shawn was able to answer your questions with expertise. Feel free to reach out to us with any additional questions.
Spoke with Francisco and he was… Spoke with Francisco and he was extremely helpful with my questions. I asked about adding beneficiaries to my I Trust account. I Trust needs to expedite this service to your clients for a complete safety to clients with our trust in your company. Francisco was extremely helpful.
Business response:
Thank you, Denise! We’re so glad Francisco provided support and addressed your questions. We appreciate your feedback. Beneficiaries have always been available in our IRA accounts and will be available in our Premium Custody Accounts in the next few weeks.
I trust CAPITAL is one of the best Today I called in to get help with my RA conversion and I spoke with Francisco Mondragon who was very knowledgeable about the company's policies, very polite and was concerned about my needs, and I truly appreciate everything he did to help.
Business response:
Thank you! We’re so glad Francisco provided knowledgeable and thoughtful support to guide you through your Roth conversion. Feel free to reach out to us with any additional questions.
Verification for an RMD The process was easy to schedule and the call was a pleasant enough experience. I had difficulty with my computer camera reflecting a clear image but I used another USB camera and that seemed to work. Rafael was very patient with me throughout the process. I am grateful for the care that was exhibited by I trust and its employees.
Business response:
Thank you, Christine! We’re so glad Rafael provided support and helped make your verification process smooth. Feel free to reach out to us with any additional questions.
Spoke with Josh from customer service Spoke with Josh from customer service. He clarified all questions I had very patiently. Also gave me some useful information and links without asking. Way to go! Thank you. I barely get that kind of customer service.
Business response:
Thank you, Gagandeep! We’re so glad Josh provided proactive support and shared helpful resources along the way. Feel free to reach out to us with any additional questions.
Alyssa Ebner Alyssa Ebner is so helpful and fast with getting my investment funds into my account, very appreciated. Lori 😀
Business response:
Thank you, Lori! Glad Alyssa was able to help you out. Feel free to reach out to us with additional questions.
Support person (SHAWN) clearly answered… Support person (SHAWN) clearly answered all my concerns.
Business response:
Thank you for your positive feedback!
In a recent call to transfer some money… In a recent call to transfer some money into my IRA I worked with a representative named Romeo. He was very informative, helpful and patient.
Business response:
Thank you, Guy! We’re so glad Romeo provided helpful support during your IRA transfer. Feel free to reach out to us with any additional questions.
Why Committment matters. No need to read further. If you do you'll say Darya is the Best, but I always say tied with the best! It took 3 scheduled sessions to accomplish a zoom call verification with me. 1. It's hard for me to hear so I had someone sitting next to me to explain what she was asking to do or just missed hearing the questions completely. 2. After calling iTrustCapital to scheduled appointment, only not booking it, (I didn't know you have to book it also. She walked us thru another booking attempt that was succe... read more
Business response:
Thank you, Anthony! We’re truly grateful for your kind words and patience throughout the verification process. We’re so glad Darya provided the support you needed to get everything completed successfully.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,645 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.