This profile has been claimed by the business owner or representative.
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 |
Great customer service! Customer Rep Mo was fantastic! His curtesy, expertise and patience was much appreciated! He provided all the answers to my questions! Thank you Mo! Had a follow up phone call with Romeo! He too was excellent with his customer service and knowledge! I appreciate both gentlemen for their excellent work! My experience with Itrust has been great thus far! Great staff makes for a great company! Thank you!
Business response:
Happy to hear you had a positive experience! We're glad Mo was there to answer your questions.
a pleasure Demi was very helpful and a pleasure to work with.
Business response:
We appreciate your kind words about Demi. We're glad you had a positive experience!
Ben P did a wonderful job of helping me… Ben P did a wonderful job of helping me navigate how to send a distribution request was extremely patient and clear with his instructions.
Business response:
We're glad you found Ben's guidance helpful and that he was able to make the process clear for you!
A new way to bank off to a good start The platform and the people are sincerely top notch. I can't think of any banking experience I've had in my 58 years that has been as simple and friendly as this! Bryce took me through the steps of a Roth conversion and initiating a second IRA transfer with ease, even caring to follow up on missing information from my other not-so-helpful bank. I can only hope that my investment choices are as satisfying as my decision to go with iTrustCapital!
Business response:
It's wonderful to know that Bryce was able to provide you with such a seamless and friendly experience. We strive to make our services as simple and straightforward as possible, and we're glad that our commitment to client service has resonated with you!
I totally understand and learn a new… I totally understand and learn a new idea as well speak I just wish to want to thanks trust capital and a wonderful excellent helper Mrs. Abby for guiding me through. I truly wish to build fund and thank you all. To be let into.
Business response:
We strive to provide our clients with the guidance and support they need. We're glad you found Abby to be a valuable resource!
Their customer support hands down is… Their customer support hands down is the best!! The best place to come for your Roth!!
Business response:
We strive to provide exceptional service to all our clients and are thrilled to hear that your experience was positive!
Thank you Romeo for all the help during… Thank you Romeo for all the help during the onboarding process. I appreciate your proactive calls and helping me out with the documentation. Kudos to you and keep up the great work!! I am excited to get started with iTrustCapital!!
Business response:
We're thrilled to hear about your positive onboarding experience! We appreciate your kind words about Romeo's assistance and dedication.
Itrust Capital Distribution Request When requesting a distribution of my IRA, I got a little lost on the website. I called the phone number, and I was able to talk to Chris Lee. Chris walked me through exactly what I needed to do. In the day of computers, I am sure glad I could talk to a very helpful human. Thank you, Chris!! Much appreciated.
Business response:
We're glad you found our website easy to navigate and that Chris L. was helpful throughout the process!
Josh B Josh B. was knowledgeable and efficient on my questions to add funds via ACH that I had set up. So far so good in my decision to transfer out of Digital (Kingdom) trust.
Business response:
We're glad to hear that Josh B. was able to assist you with your questions!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,972 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.