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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 |
Mark Moralistic was a great help & very… Mark Moralistic was a great help & very professional
Business response:
Thank you, Doyle! We appreciate you sharing your fantastic experience with Mark.
Excellent Rep The representative was very professional and expedient.
Business response:
Thank you, Sandra! Please reach out if you have any additional questions.
Alyssa was responsive and perfectly… Alyssa was responsive and perfectly clear on the process steps and information required to execute the transaction. She was exactly on time and we moved through each step in an orderly and prompt manner. All told, I think we completed our call in less than 2 minutes.
Business response:
Thank you, Steve! Our team goes above and beyond, especially Alyssa.
I had the pleasure of working with Grace A.… I had the pleasure of working with Grace A. in confirming that my funding transfer had come through and the next steps towards getting my conversion processed to a Roth IRA. She set up the necessary processing notifications and answered/confirmed my questions thoroughly and completely. ITrust has always provided superior customer service over my 3 years with them being my custodian. Thank you Grace and iTrust for your service.
Business response:
Thank you, Ken! We're happy to hear that Grace went above and beyond. Please reach out if you have any additional questions.
Customer Service Chad answered all the questions l had and followed up with the information l was looking for. My experience with Chad was good!
Business response:
Thank you, Dan! Amazing customer service is what we strive for.
Work with Chad Poulos! Work with Chad Poulos!! Called him asked him a bunch of questions. He was very patient with me, stayed on the phone while I fumbled through the onboarding process. Thank you Chad for your excellent customer care.
Business response:
Thank you, Paul! If you have any additional questions, please reach out to our support team.
Pooyq did a great job and helped me fix… Pooyq did a great job and helped me fix my account quickly!
Business response:
Thank you, Phi! Our team goes above and beyond, especially Pooya.
Inherited IRA with ITrust I have had an inherited IRA with ITrust for a few years. Today I called with some questions about opening a new account and transfers into that account. Julian was very helpful and answered my questions quickly and promptly. I have had very good experiences with them and would recommend to friends and family.
Business response:
Thank you for sharing your awesome experience with Julian! Please reach out if you have any additional questions; our team is here to help.
I worked with Alex I worked with Alex. He was very professional and quickly shared all the information I needed. Very happy with I trust capital!
Business response:
Thank you for sharing your awesome experience with Alex! Please contact us if you have any other questions. Enjoy the platform!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,973 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.