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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 |
Assistance with opening an account I did a lot of research before opening my account but I still had a few questions. Chad was able to answer those quickly and assist with a few technical difficulties on my end. Chad provided several alternatives to what I was trying to accomplish which was extremely helpful.
Business response:
Thank you, Kevin! We appreciate you taking the time to share your positive experience.
Really enjoyed my support call with Chad Poulos Really enjoyed my support call with Chad Poulos. Answered all my questions succinctly.
I had two issues I had two issues - changed password and couldn’t get old or new password to work. Chad Poulos solved that. Second issue was verifying primary beneficiary and contingent beneficiaries. I found the web site unhelpful but, again, Chad hung with me and we hit it done.
Business response:
Thank you, Joel! We appreciate you taking the time to share your experience.
Easy Roth IRA setup I recently set up a new Roth IRA with Jonathan at iTrustCapital, and the experience was outstanding. Jonathan was knowledgeable, patient, and made the entire process seamless. He answered all my questions thoroughly, ensuring I felt confident about my investment choices. I highly recommend working with Jonathan for anyone considering iTrustCapital—he truly went above and beyond!
Business response:
Thank you, Rob! It's great to hear that Jonathan was helpful with your IRA setup. If you have any other questions please reach out to us; our team is here to help.
Chad was super helpful Chad was super helpful . I trust has excellent customer service .
Business response:
Thank you, jenny! We're thrilled to hear about your positive experience.
Chad V Chad V. with iTrustCapital helped me get my KYC completed. He was both friendly and professional. It only took a few minutes for him to help me complete the task. Thanks, John C.
Business response:
Thank you, John! We're thrilled to hear about your positive experience with Chad.
Thank you Lindsey for your help and… Thank you Lindsey for your help and making the process easy.
Business response:
Thank you, Matt! We appreciate your kind words and are glad to hear that Lindsey was able to make your experience positive.
He walked me through on signing a new… He walked me through on signing a new account and answered all my questions patiently. Very knowledgeable and helpful. Thank you.
Business response:
Thank you, Zeva! We are so glad to hear that you had a positive experience.
Julian was super patient and helpful as… Julian was super patient and helpful as I navigated some questions about transferring funds to my iTrust IRA. He took the time to explain things clearly and made the whole experience much less stressful. Great customer service!
Business response:
Thank you, Garland! We're so glad to hear that you had a positive experience with Julian.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,042 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.