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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 |
I was trying to convert my traditional… I was trying to convert my traditional ira to a roth and form wasn't accepting my account numbers. Agent explained the letters in account number had to be all caps. He then walked me through rentering info into the conversion form and stayed on until it submitted successfully. After that he told me what to expect going forward. Really helpful.
Business response:
Thank you, Doug! We're glad our team was able to identify the issue, guide you through the form, and stay with you until everything was submitted successfully. Feel free to reach out to us with any additional questions.
He was very professional and polite He was very professional and polite. He was patient and everything I needed was completed in real time. My goal was accomplished and it was a pleasant call.
Business response:
Thank you, Freddy! We're glad you had a pleasant experience and that everything was completed in real time. Feel free to reach out to us with any additional questions.
This was my first time interacting with… This was my first time interacting with the customer support team. Aryton made my experience exceptional. His professionalism, knowledge, personable communication was outstanding. Aryton assessed my situation and provided clear steps to resolution. He’s an excellent representation of iTrust Capital’s commitment to world class customer service.
Business response:
Thank you! We're happy to hear that Ayrton made your first experience with team exceptional. Feel free to reach out to us with any additional questions.
David was very professional and was… David was very professional and was able to resolve the 2FA issue on my mobile app
Business response:
Thank you, William! We're glad David was able to resolve the 2FA issue. Feel free to reach out with additional questions.
The thing that made my experience a… The thing that made my experience a good one is the customer service. The knowledge of the subject matter at hand and courtesy mean everything. The Rep made me feel valued and aswered my questions in a very intelligent and satisfactory manner. There was a willingness and excitement about assisting me with my questions and concerns. iTrust Capital and what you all do is new to me. I am just trying to grow and protect my assests and you all seem to be the right vehicle to do so. I look forw... read more
Business response:
Thank you, Lorhland! We're glad that Jett provided the attentive support that made your experience such a positive one. Feel free to reach out to us with any additional questions.
Ayrton helped me setup my account in a… Ayrton helped me setup my account in a friendly and professional manner. Thanks!
Business response:
Thank you, BC! We're glad Ayrton helped your set up your account. Feel free to reach out to us with any additional questions.
Just easy prompt interactions with help. Just easy prompt interactions with help.
Business response:
Thank you for the positive feedback, David!
Good morning I trust Good morning I trust! Rafael was extremely helpful setting up my PCA account this morning. Very helpful and patient with all questions, and waited on the line until funds settled. I am extremely satisfied with your brand, and look forward to the future. Brad
Very polite and quick resolution. Very polite and quick resolution.
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.