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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 |
Josh was very professional with great… Josh was very professional with great customer services he deserves more than 5 stars
Business response:
Thank you, Cody! We're so glad to hear you had a positive experience with Josh.
I recommend Ashley she was very helpful… I recommend Ashley she was very helpful with my investment and questions.
Business response:
Thank you, David! We appreciate your kind words and are thrilled to hear about your positive experience with Ashley.
Great help for account setup, IRA transfer, and updating account details They are great about contacting you to ensure that things are progressing well. For me, that goes for both account setup/IRA transfer, and phone number change. Stacy Liu has helped me with the process.
Business response:
Thank you, Thorne! We appreciate your kind words and are glad to hear that you had a positive experience with our team.
Very Seamless Very easy and Jonathan kept me up to date on my transfer.
Business response:
Thank you, Dae! We appreciate your kind words and are thrilled to hear that you had a positive experience with Jonathan.
I called to do a follow up about my… I called to do a follow up about my transfer from chase to I Trust Capital. Today I spoke with Ayrton. He was very nice and cooperative. I was looking to see if I trust had received it so he checked into it for me. He gave me all of the info that I needed! Itrust and the people who work there are great and easy to deal with. I never wait for long to speak with someone. Thank you !
Business response:
Thank you, Debra! We appreciate your kind words and are thrilled to hear about your positive experience.
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.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,882 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.