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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 |
Ayrton was so great & patient Ayrton was so great & patient. I had a lot of questions & he was able to address all of them. He was very knowledgeable. Also, he was clearly able to explain everything so I easily understood his explanations.
Business response:
Thank you, Laurie! We’re so glad that Ayrton was knowledgeable and able to clearly answer all of your questions. Please feel free to reach out with any additional questions.
Knowledgable and patient rep iTrust Capital rep, Romeo, was able to quickly guide me to reset my MFA application for my new phone. He was both knowledgable and patient. Thank you, Romeo.
Business response:
Thank you, Steev! We’re glad that Romeo was able to quickly guide you through resetting your MFA on your new phone. Please feel free to reach out with any additional questions.
Jonathan was professional and… Jonathan was professional and knowledgeable regarding my specific needs. He guide me through the Roth IRA transaction step by step. I am very grateful for his patience.
Business response:
Thank you, Miguel! We’re so glad to hear that Jonathan provided knowledgeable support while guiding you step by step. Please feel free to reach out with any additional questions.
Romeo was excellent!!! Romeo was very professional and he answered all of my questions. My issue was resolved quickly and efficiently.
Business response:
Thank you! We're so glad Romeo was able to resolve your issue. Feel free to reach out to us with any additional questions.
Jimbo was very knowledgeable regarding… Jimbo was very knowledgeable regarding my transferring of funds from my Traditional IRA to a Roth IRA. Especially when it relates to fees and tax implications for the transfer.
Business response:
Thank you, Gerardo! We're glad Jimbo was able to assist with your conversion. Feel free to reach out to us with any additional questions.
David was very patient and helpful. David was very patient and kind. He explained very clearly regarding the differences between premium custody account and Roth IRA account and different ways to fund Roth IRA account. Very helpful and very informative. Thanks!
Business response:
Thank you, Tina! We’re glad David was able to clearly explain the differences between the PCA and Roth IRA, along with the various funding options. Please feel free to reach out with any additional questions.
Ayrton was very patient and helpful Ayrton was very patient and helpful. I am 70 years old with limited technical experience and he was able to walk me through the process of setting up my account and moving assets from my uphold account to my itrust PCA account. Thank you!!!
Business response:
Thank you, Dave! We’re so glad that Ayrton was helpful while guiding you through setting up your account and transferring assets to your PCA. Please feel free to reach out with any additional questions.
Jett was extremely helpful Jett was extremely helpful. Handled all my questions and issues. Great customer service!
Business response:
Thank you, Bradley! We're glad Jett was able to address any concerns. Feel free to reach out to us with any additional questions.
New to the game I was very inexperienced on this purchase and Walter was fantastic. He talked me through the entire process and was very patient and professional.
Business response:
Thank you, Michael! Starting something new can feel overwhelming, and it’s great to know Walter made the experience comfortable for you.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,672 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.