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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 |
Distribution experience Recently I requested a distribution from the platform and encountered some issues because I had recently changed my cellphone associated with the account. I the middle of all the mess, Alyssa Ebner stepped in and was able to help me resolve the issues and distribution was completed without any other issues. Great support team you can find in iTrust and the distribution process is very smooth.
Business response:
Thank you, Francisco! We appreciate you taking the time to share your positive experience.
Alex made transferring my IRA and my… Alex made transferring my IRA and my years contribution for 2024 a breeze.
Business response:
Thank you, David! Glad to hear that Alex was helpful with your transfer. Please reach out if you have any other questions; our team is here to help!
Julian cleared up all my concerns and… Julian cleared up all my concerns and misunderstandings about several incoming rollover funds. The staff has been really helpful each time I call in.
Business response:
Thank you, Mason! We appreciate your kind words and are thrilled to hear that Julian was able to address your concerns and provide clarity regarding your rollover funds.
We were very appreciative of Josh and… We were very appreciative of Josh and his patience with us as clients. He walked us through step-by-step and stayed with us until we finally got it, right! Great customer service! Merry Christmas to all! Dixie & Bob Waters
Business response:
Thank you, Dixie! We are so happy to hear that Josh was able to provide you with such a positive experience.
Great IT service. I recently had a fantastic experience with IT customer service, particularly with Ashley. I was having issues with secure documents repeatedly voiding, which was quite frustrating. Ashley guided me through the process, and it was an easy fix. She was incredibly polite and not at all condescending, making the whole interaction a pleasant one. Ashley also demonstrated great patience, waiting while I double-checked everything to ensure it worked properly. Overall, the service was efficient and friendly, and I ... read more
Business response:
Thank you, Michael! We're thrilled to hear about your positive experience with our IT customer service team.
Made the process for my RMD a breeze Made the process for my RMD a breeze. My agent, Chris was wonderful,easy to understand and made the process very quick and simple.
Business response:
Thank you, John! We're thrilled to hear you had such a positive experience with Chris.
Unsurpassed Customer Service Big shout out to Chad Polous! He guided me with concise step-by-step instructions regarding options for funding my account. Super responsive and prompt in reply via email, text and by phone. Clear explanation of the process and spot on as to my expectation for arrival of my funds. Never an anxious moment. Tremendous confidence boost in iTrust given this experience.
Business response:
Thank you, janiechem! Our team goes above and beyond, especially Chad.
Knowledgeable and patient Julian was knowledgeable, patient and extremely helpful working with me on how to manage my IRA rollover.
Business response:
Thank you, David! We're so glad to hear that you had a positive experience with Julian.
Hello I have been with Itrust for a… Hello I have been with Itrust for a while now and I just transferred some coins from my IRA to a New Roth IRA It was fast and seamless. The customer service was helpful and walked me through the process. They have losts of coins and in like transfer is easy.
Business response:
Thank you for your kind words. We're thrilled to hear about your positive experience with our service.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,271 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.