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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 |
Immediately and professionally handled… Immediately and professionally handled my situation
Business response:
Thank you for the positive feedback, Joseph! Feel free to reach out with additional questions.
Julian was great to talk to 😎 Julian was great to talk to. Laid-back, easy-going, and very informative. Excellent job.
Business response:
Thank you, John! We're glad Julian made your conversation comfortable, and easygoing while answering your questions. Feel free to reach out with any additional questions.
Setting Up an Account and Beneficiaries Needed some assistance setting up a Premium Customer Account as well as a Roth IRA, as well as setting up a Trust as a beneficiary. Jonathan Kim was extremely helpful in answering all my questions and providing links to allow me to set everything up. Great service!
Business response:
Thank you, Douglas! We're glad Jonathan provided helpful, knowledgeable support while answering your questions. Feel free to reach out with any additional questions.
Had an issue setting up my account and… Had an issue setting up my account and password. I spoke with Romeo who was very helpful and resolved the problem quickly.
Business response:
Thank you, Paul! We're glad Romeo was able to quickly resolve your account and password issue and get you back on track. Feel free to reach out with any additional questions.
Jimbo helped me with a Roth Conversion Jimbo helped me with a Roth Conversion, he was fantastic!
Business response:
Thank you, Alana! We're glad Jimbo was able to help with your conversion. Feel free to reach out with any additional questions.
Darya P helped change my beneficiaries to entity I was changing my beneficiaries to an entity and Darya responded to my request immediate and got it done. Thanks Darya P for the quick response, action, and professionalism!
Business response:
Thank you, Jeff! We're glad Darya provided a quick response while helping with your beneficiary update. Feel free to reach out with any additional questions.
Thank you Thank you, David for your professionalism and for helping me to add my children on the account as beneficiaries.❤️
Business response:
Thank you, Nina! We're glad David provided helpful support while assisting you with updating your beneficiaries. Feel free to reach out with any additional questions.
I’m a novice and I trust capital made… I’m a novice and I trust capital made it easy by using there phone in assistant! I had Alex help me cool calm and professional made it easy made it clear and the transfers were all done successfully….. having Alex in the other end made a stressful first transfer easy and simple….. love the platform love the service they provide ….. they are doing it right
Business response:
Thank you, James! We're glad Alex provided calm support and helped make your first transfer feel straightforward. Feel free to reach out with any additional questions.
Simple and to the point Simple and to the point. Andrew was extremely knowledgeable and everything ended up being seamless.
Business response:
Thank you, Al! We're glad Andrew provided knowledgeable support and helped make the entire process seamless. Feel free to reach out with any 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.