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iTrustCapital
- Finance
- Irvine, CA
About this business
iTrustCapital, named the best Crypto IRA Platform in America*, helping investors access Crypto, Gold and Silver Assets within their Roth, SEP and Traditional retirement accounts. Securing more than $2 Billion Dollars for tens of thousands of clients, iTrustCapital is revolutionizing the retirement account industry.
Location details
2372 Morse Avenue, #966, Irvine, CA, 92614, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
High touch help with RMD paperwork Mark was able to help me navigate through all of the required distribution paperwork.
Business response:
Thank you, Neal! Please reach out if you have any additional questions or issues.
Customer service - Nadia - excellent My customer service professional was Nadia and she was terrific. During the hectic time when the custodian was being changed she was still able to help me perform a Roth conversion. We’re still waiting for the custodian to finalize the matter but she did all she could to help me. Very much appreciated
Business response:
Thank you, SE! Excellent client experience is what we strive for, and we're thrilled that Nadia's professional service met your expectations. Please contact us if you have any additional questions or issues.
Service was prompt and professional Service was prompt and professional. Jimmy knew exactly what was needed to complete my inquiry and made the process easy.
Business response:
Professional and prompt service is what we strive for, and we're pleased to hear that Jimmy fulfilled your expectations. Thank you, Jereme!
Investing is easy- don’t go over invest I had an issue that by oversight I invested more than allowed in a Roth 401(k). In contacting the customer service, I was able to communicate through emails on my concerns. This issue I discovered during the heaviest time of the year, it was tax season and they had changes that involved, trust Fortress which had complications arise, I was one of those who got caught in this updating process of the new program while trying to resolve my own problem. Although this delayed things, In the ... read more
Business response:
Thank you for sharing your positive experience with Mark! He goes above and beyond. Please contact us if you have any additional questions or issues.
iTrustCapital Sign Up Process The sign up and creating an account process was fairly simple and straight forward. The transfer of funds was also easier than I expected. What I liked the most was that I could call and have a phone conversation with someone that spoke American English with an accent that I could understand and were very helpful.
Business response:
Thank you, Samuel! We aim to provide a platform that is simple and easy to use. Please reach out to us if you have any additional questions or concerns.
Great Experience … The representative was knowledgeable and patient as I asked numerous questions regarding the move to Fortress Trust and my Flare distribution. Really appreciate it!
Business response:
Thank you, Greg! We appreciate you being a part of the community.
This is what customer service should be I requested a distribution and Mark was able to call me ahead of our scheduled meeting (which would have been the following week) and finalize the process before the week ended. Service has been professional and incredibly responsive, especially Mark.
Business response:
Thank you, Johnny! Our CX team strives to deliver high standards of professionalism and responsiveness, especially Mark. Please contact us if you have any other questions or issues.
My experience was great, Thank you Mark!!! My experience was great. I needed a distribution quickly and ITrustCapital handled my case promptly and professionally. In order to make a distribution I had to change my email address and phone number because I had recently updated both. Sharon and Calvin from the service team were able to update my information quickly despite there being a few steps to do so. I also needed my distribution done quickly because I had obligations that inhibited me from receiving a verification call o... read more
Business response:
Thank you for sharing your positive experience with Mark, Sharon and Calvin! We appreciate you being a part of the community.
Jimmy Herrera was extremely patient… Jimmy Herrera was extremely patient walking me through all of the steps to transfer funds into my bank account. Since I am older and not particularly savvy with technology, it must have taken me much longer to comprehend what I had to do, but Jimmy never rushed me or interrupt me trying to click onto all the sites and file folders to get to where I needed to be. EXCELLENT experience.
Business response:
Thank you, Rhonda! We appreciate your kind feedback regarding your experience with Jimmy. Please do not hesitate to contact us if you have any other questions or issues.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.9 star rating with 7,600 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 8:00 a.m.