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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 |
I had an excellent experience with Josh… I had an excellent experience with Josh B. He was extremely knowledgeable, patient, and took the time to clearly explain my options step by step. I never felt rushed, and every question I had was answered thoroughly and professionally. What really stood out was his willingness to go the extra mile to make sure everything was done correctly and that I fully understood the process. It gave me a lot of confidence moving forward with my account. Customer service like this is hard to find ... read more
Josh was excellent Josh was excellent, explained in detail while walking me thru. Thx.
Business response:
Thank you, Dimitrios! We're glad Josh was able to explain everything in detail.
I had an issue funding my Premium… I had an issue funding my Premium Custody account (totally my fault), but Sydney was able to take care of the issue quickly and easily. Wonderful customer service and very pleasant to chat back and forth with.
Business response:
Thank you, Thomas! We're glad Sydney was able to take care of your issue. We appreciate your kind words. Feel free to reach out to us with any additional questions.
I spoke with Ayrton to confirm wire… I spoke with Ayrton to confirm wire transfer information… Afterwards he suggested I confirm with my bank that normal routing and account numbers are used, because sometimes different numbers are required… KUDOS to Ayrton… the account does not allow wire transfers…
Business response:
Thank you, Howard! We’re glad Ayrton was able to help clarify the wire transfer details and suggest confirming the routing information with your bank. Please feel free to reach out with any additional questions.
Excellent customer service Excellent customer service! Romeo was very helpful and followed up with me regarding an account transfer.
Business response:
Thank you, Jordan! We're glad Romeo was able to help you out with the account transfer. Feel free to reach out to us with any additional questions.
My account representative Jonathan My account representative Jonathan made the process of converting my traditional IRA into a Roth simple and stress free. Excellent service!
Business response:
Thank you, Kent! We're glad Jonathan was able to help you with the conversion and make the experience stress-free.
David was great David was great, walked me through the answer I needed.
Business response:
Thank you for the positive feedback!
Experience with Rafael was great Experience with Rafael was great. No hassles. Very helpful.
Business response:
Thank you, Ryan! We're glad Rafael was able to help you out.
David was professional and helpful David was professional and helpful. Having someone to talk to for support is the main reason this platform is above the rest for customer support!
Business response:
Thank you, Chip! We're glad David was able able to assist you and address any concerns. Feel free to reach out to us with any additional questions.
iTrustCapital has a 4.8 star rating with 15,926 reviews.
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.