This profile has been claimed by the business owner or representative.
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 |
Very good The platform is good and I recommend it to many people.
Business response:
We appreciate the kind words, Edward! Thank you!
The customer service is fast and… The customer service is fast and responsive. The website was very easy to make a trade I am extremely satisfied with the website
Business response:
We're happy to have you, David! Thank you!
Great platform with slow on-boarding The experience thus far has been fairly smooth. This would be a 5-star rating if it were not for the 3+ week fund transfer timeline (delays on iTrust's side, not Vanguard who was transferring the funds).
Business response:
Thank you, Matt! We appreciate your patience.
Good, not so good I was impressed with the iTrustCapital website, initial information communication, the 15 min call answering my questions with a knowledgeable professional and your document signing process. But the communications for the ACH funding duration was/is terrible: • 5 days hold on ACH – seriously? • Started on 12/7 • 5k ACH cleared my bank on 12/9 • 12/10 they sent me email stating it will remain pending and not clear for 1-2 more business days and it was a Friday. It took 4 business days showing my deposit pend... read more
iTrust Needs To Do Better I am a new account holder. The account application process is in need of improvement. The lack of detailed instructions on completing the IRA Transfer Form caused confusion and needless delays. My impression is that professionalism at iTrust Capital is less than desirable. I vacillated between giving 3 or 4 stars, but settled on 4 because my level of experience with the company is low. Specifically, the confusion was caused by incorrect instructions given to me by iTrust for the completion of its ow... read more
Business response:
Hi Stephen, Thank you for your feedback. While we're always trying to improve our processes and provide clarity on instructions, the transfer process from legacy institutions remains antiquated and requires physical transfer forms. We encourage you to check out our video library for future reference. https://get.itrustcapital.com/library/
Quick Response Mr. Jesus Santana was very helpful in resolving my login issues. Great customer support..
Business response:
Thank you for the awesome review! Jesus goes above and beyond!
Excellent support Excellent support. Great user interface. I appreciate you all helping me!
Business response:
Thank you, Randall!
Great first impression! I was a little confused and worried about rolling over my 401k into an IRA with itrustcapital. After talking with Mark Morales I instantly felt better about the whole process. Not only did he answer all my questions, but our conversation made me feel like I made the right choice going with itrustcapital.
Business response:
Thank you, John! Glad to hear that Mark was helpful during the process. Have fun on the platform!
Excellent service and timely response. Excellent service and timely response.
Business response:
That's what we strive for! Thank you!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,298 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.