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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 |
Zoom meeting to confirm a RMD. I find their approach to executing a RMD from an IRA both time consuming and very reasonable in order to protect the company from fraud. Their customer service is excellent.
Business response:
Thank you, Joe! Security and excellent customer service are top priorities for us, and we appreciate your recognition of the care that goes into both. Feel free to reach out to us with any additional questions.
Excellent customer service. I recently opened an account and was clueless to what I was doing. Fortunately I was able to connect with Jonathan. He gave me his direct line and was available anytime I needed to speak to him. I can’t thank him enough. Would highly recommend to anybody looking to make the change.
Business response:
Thank you, Paul! We're glad Jonathan was able to assist you. Feel free to reach out to us with additional questions.
Very Helpful! Very Helpful!
Business response:
Thank you, Steven!
How knowledgeable and helpful the… How knowledgeable and helpful the representative was! Excellent service!
Business response:
Thank you! We're glad our team was able to assist you. Feel free to reach out with additional questions.
Francisco Rocks! Francisco was very helpful, professional and pleasant. He helped me out by navigating me to “Secure Document Portal” to locate my old statements. I was looking for year 2023 and it was not available online. He had his team sent me my statements within the hour, amazing! Also, he patiently answered all my questions regarding Form 5498. Excellent customer service and amazing staff at iTrust! Thank you Francisco!!!
Business response:
Thank you, Amy! We're glad Francisco was able to assist with locating your statement. Feel free to reach out to us with additional questions.
Andrew was patient and a lot of help as… Andrew was patient and a lot of help as I had a million questions on funding, withdrawals and time frames with other institutions including cold wallets. Thank You
Business response:
Thank you, Rodger! We're glad Andrew was able to assist you with your funding questions. Feel free to reach out to us with additional questions.
My experience with Itrust capital is…all in all very good and effortless My experience with Itrust capital is somewhat captured in the name, I trust. My experiences have been good and especially Johnathan, he is noticeably focused on customer needs and is helpful towards my financial needs surrounding this investment move. I plan on more action in the future. Thank you Michael
Business response:
Thank you, Mackey! We're glad you had such a positive experience with Jonathan. Feel free to reach out to us with additional questions.
Rafael Barraza was prompt Rafael Barraza was prompt, professional and courteous in his dealings with me.
Business response:
Thank you! We're glad Rafael was able to assist you. Feel free to reach out to us with additional questions.
Great communication and very helpful Great communication and very helpful. Thank you!
Business response:
Thank you for the positive feedback! Feel free to reach out to us with additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 18,704 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.