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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 |
We had funding issues with our IRA… We had funding issues with our IRA because our bank account didn't include our full name as it appears on our government ID. Plaid was rejecting our funding attempts. Lucas was able to guide us in removal of the original Plaid funding sources and reading them back which for ES Plaid to request the updates demographics on our bank account. It worked and we got our account funded successfully. 5 stars to Lucas!! Thanks so much!
Business response:
Thank you, John! We’re glad Lucas was able to help troubleshoot the funding issue, walk you through reconnecting your bank account, and get your IRA successfully funded. Please feel free to reach out with any additional questions.
iTrust's customer service, always great iTrust's customer service has always been great in my experience. This time Alex helped me with a Roth conversion. Absolutely nothing bad to say, he was both efficient and personable. I also appreciate the fact that right after we hung up he sent me a text from his direct line, just in case I had follow-up questions.
Business response:
Thank you, Francois! We’re glad Alex made your Roth conversion experience both smooth and personable. Feel free to reach out with any additional questions.
Mo was very helpful Mo was very helpful, and knowledgeable
Business response:
Thank you for the positive feedback, Mike! Feel free to reach out with additional questions.
Great service.. Great service... willingness to help and provide much needed guidance...Great job
Business response:
Thank you for the positive feedback, Charles! Feel free to reach out with additional questions.
Exceptional customer service Chris Lee spent nearly 15 minutes on the phone with me helping me move my assets off a different exchange. He waited until we could see it on the Itust side. Customer service is top notch moving assets around always makes me nervous. But the service provided is amazing.
Business response:
Thank you, Jeremy! We’re glad Chris took the time to walk you through moving your assets and stayed with you until everything was confirmed. Feel free to reach out with any additional questions.
Great Experince with iTrust Capital I have been with iTrust Capital since Nov 2023. The investments in precious metals has done vey well and when I needed help, the support team have been excellent to work with. In the last several months, I have had unique reporting requirements and Mo has been there consistently. That is great service - Thank you!
Business response:
Thank you, Eric! We’re glad to hear you’ve had such a positive experience with us over the years. It’s especially great to hear that Mo has consistently been there to help you. Feel free to reach out with any additional questions.
Good Customer Service I just had a couple question about my account and the company. Andrew was very helpful and knowable about using my investment capital to its fullest benefits with I Trust Capital.Great to have a person to talk with. I look forward to working with I Trust Capital team.
Business response:
Thank you, Gary! We’re glad Andrew was able to answer your questions and provide helpful information about your iTrustCapital account. Feel free to reach out with any additional questions.
I've had an excellent experience with Andrew’s professionalism. I've had an excellent experience with iTrust Capital, especially when it comes to their customer service. Andrew has been responsive, professional, and truly helpful whenever I've had questions about my account or needed help navigating the platform. What stood out most was how clearly everything was explained. Instead of making the process feel complicated, he took the time to answer my questions thoroughly and made sure I understood the next steps. Communicati... read more
Business response:
Thank you, Derek! We’re glad Andrew has consistently provided the knowledgeable, and attentive support you need. It’s good to hear that he took the time to clearly explain everything and make sure you understood each step without making the process feel complicated. Feel free to reach out with any additional questions.
My questions were answered in a… My questions were answered in a proffesional and knowledgable way and easy to undersatnd
Business response:
Thank you for the positive feedback, Rick! Feel free to reach out with additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 19,225 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.