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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 |
Roth Rollover Great experience rolling over my Roth IRA. It was quick and easy and Trevor, from Customer Service, helped me every step of the way.
Business response:
Thanks, John! We're glad to hear that Trevor helped you every step of the way.
Great & user friendly Great & user friendly ! Your site is very organized & was very easy to move my retirement account over to an IRA. Now come on cripto's, I want to be one of the new Million Aires with my investments ! The last two crashes really killed my retirement funds & I hope & pray to make it back in the next 16 months !!!
Business response:
Thank you for the kind review, Charles! We hope you continue to enjoy your investing experience with us!
Great service Great service! Shawn and Danielle were very helpful getting my IRA transferred. They kept me informed and always responded quickly to my emails as the transfer was being processed.
Business response:
We're happy to hear Shawn and Danielle were very helpful with your IRA transfer. Thank you for the kind review, John!
Awesome Customer Service! Jimmy Herrera was super helpful with my needs while transferring my Roth IRA to iTrust. Funds were available to trade within 3 business days of my initial request. So far, an awesome customer experience!
Business response:
Thanks, Taylorb.u! Jimmy is outstanding!
Danielle from the client support… Danielle from the client support department responded very quickly to my inquiry with all the information I needed. And she followed up with a phone call to make sure I got the information I requested. Refreshingly responsive and effective customer service.
Business response:
We strive to provide the best client experience, especially Danielle. Thank you for your review, Paul!
Very easy to set up Very easy to set up, and very easy to use!
Business response:
Thank you for choosing us, Karen!
Great Retirement Great Retirement. The only Problem that I have is you can't deposit directly from your bank account. You either have to wire the money or mail a check and it can take 2 to 3 weeks
Business response:
Thank you for your review, David. Regarding your comment, we will be implementing a new and more accessible deposit function on our platform soon. Stay tuned!
Love it So Far! So far, so good! Easy to set up, easy to fund -even by mail - and easy to rade on. I couldn't be more pleased. No if I could just up the contribution limits somehow... lol
Business response:
Thanks, Sean! Have fun on the platform.
New rollover of my 401K I am fairly new to investing with iTrustCapital, so I can only comment on the process and help. The process is a little murky, but that is more to do with regulations. Once I contact my old 401k...I was able to initiate the process. I reached out a few times, and every time someone responded pretty quickly to help me understand what I needed to do!
Business response:
Thank you for choosing us, and welcome! Please reach out to us if you have any questions and concerns.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,292 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.