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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 |
Fuji Tan was a great assistant in my… Fuji Tan was a great assistant in my Roth conversion experience. Her communication was very timely.
Business response:
Thank you, Steve! We’re glad Fuji was able to assist with your Roth conversion and provide timely communication.
ASSISTANCE WITH SETTING UP A "PREMIUM CUSTODY ACCOUNT Lucas helped me out tremendously when I needed assistance in establishing my new "PREMIUM CUSTODY ACCOUNT". He answered all my questions and walked me through the account setup process. Lucas also walked me through the funding process, and now I have the benefit of retirement accounts with ITRUST as well as their new "PREMIUM CUSTODY ACCOUNT. THANK YOU DONALD L.
Business response:
Thank you, Donald! We’re so glad Lucas was able to guide you through setting up and funding your new Premium Custody Account. We appreciate your trust and are excited to support your retirement journey.
Excellent service Attorneys efficient and got the answer I needed.
Business response:
Thank you.
I had an absolutely perfect experience… I had an absolutely perfect experience with Francisco today. He was very thorough and took the time to explain everything to me. He answered all my questions in an extremely professional manner. Thank you for everything.
Business response:
Thank you, Zach! We're so happy to hear Francisco provided you with thorough support.
Traditional IRA to Roth Conversion Had a call with Romeo to follow up on my Traditional IRA to Roth conversion and he was very helpful and stated he was going to make he sends my email to appropriate team member to process my conversion. This is the second time I have spoke with Romeo and he has been very responsive and helpful both times and based on my first experience I am confident he will make sure this request is handled appropriately.
Business response:
Thank you, Patrizio! We appreciate your confidence in our team. We are always happy to assist you.
Great customer service It is very easy to talk to a real person and they called me to let me know how easy it was to stake my Solana that was already in my Roth IRA. It allowed me to make an extra ~6-7% on my Solana just sitting in my Roth. So grateful for Jonathan's great customer service at iTrust!
Business response:
Thank you, Julian! We’re so glad Jonathan could make staking your Solana simple and rewarding.
I first spoke to Jonathan and was very… I first spoke to Jonathan and was very new customer and not very tech savvy. What a helpful guy! He told me he could help me personally through the entire process of converting my IRA. That’s just what he did! I’m sold on ITrust Capital!
Business response:
Thank you, Judy! We’re so glad Jonathan was able to personally guide you through your IRA conversion and make the process simple. Feel free to reach out with additional questions.
Earlier today Francisco wow Earlier today, as soon as the office is in California for I trust opened I was helped by Francisco who was truly truly a professional. I was moving all my funds from the company. I retired from 401(k) to my I trust IRA Francisco was clear, confident, professional work at a pace, commence with my abilities or lack of now that I’ve been retired a few years and always having an executive secretary. Francisco made me feel like I was the most important customer he’s dealt with today and I sincerely app... read more
Business response:
Thank you, Joseph! We’re so glad Francisco made your rollover experience clear, professional, and personalized. Feel free to reach out with additional questions.
Brendan was on top of it and staked my… Brendan was on top of it and staked my SOL right away. Love iTrust
Business response:
Thank you, Scott! We’re pleased that Brendan was able to quickly help with your SOL staking.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,926 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.