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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 |
Excellent Company! ITrustCapital has been a pleasure to deal with. They are very efficient and quick in getting you all the documents and information that you need. Email response times are great. You never need to worry about getting your important questions answered. Their customer service is great and readily available. I recently dealt with Mark Morales, who was extremely professional, helpful and knowledgeable. He was immediately ready to help in any way possible. He was a great listener and represented the company well... read more
Business response:
Thank you for sharing your awesome experience working with Mark. We pride ourselves on timely communication and professionalism. Thanks for choosing us!
Excellent Client Experience/Customer Service Client Experience Specialist Adam Fote was extremely responsive and knowledgeable about all the products and services when I called to inquire about how best to open different types of IRA accounts with iTrustCapital. With Adam's guidance, the process was quick and easy. He was able to answer all of my questions and even waive an account fee when I opened a second account with iTrustCapital. Needless to say, I am most appreciative!
Business response:
Thank you so much for sharing your positive experience working with Adam! We take pride in providing the best service for our clients. Enjoy!
An Awesome Client Experience Team I had a very difficult time transferring my IRA account from a big name bank to I Trust. Rochelle Sawit, Sr Client Experience Specialist provided assistance every step of the nearly month long attempted transfer period. Big name bank claimed to never receive the Transfer Form, Rochelle would fax it again. Jared Feldman, Director, Client Experience assisted and finally the IRA funds transferred in 1 day. Thank you so much to a great, responsive, effective, timely and courteous team. I was at ... read more
Business response:
Thank you for your kind review, Paulette! Our client experience team strives to be the best, especially Rochelle and Jared!
Whatever iTrustCapital is paying… Whatever iTrustCapital is paying Danielle is NOT enough! She is such a breath of fresh air to speak with, helpful, courteous and kind. Thanks for helping me out! Instead of making it more difficult. Best regards! Scott
Business response:
Thanks for sharing your awesome experience regarding Danielle. She is very helpful, courteous, and kind!
Easy and tax free gains Easy and tax free gains. How can you go wrong with a Roth IRA.
Business response:
Thanks, Kevin! We hope you continue to enjoy your investing experience with us.
Great opportunity is here! Great opportunity is here to really improve your portfolio for retirement!!
Business response:
Great insight, Kenneth. Thank you for the kind review!
Simple to Setup, transfer and fund ItrustCapital made it so easy to transfer my Roth IRA from a major investment company into a Roth IRA with iTrust.. I worked with Danielle and she was in constant contact with me and made sure I filled out the paperwork correctly and basically walked me through all the steps. The transfer went smoothly and I am now a happy iTrust customer!
Business response:
Thanks, RM! We're glad to hear that you are a happy iTrust client.
Easy to set up and use for SEP IRA Easy to set up and use for SEP IRA. Good with customer service (the one time needed).
Business response:
Thanks, David! Please reach out to us if you ever have any questions and concerns!
I've lost a lot of money due to the… I've lost a lot of money due to the lack of a stop loss on here. A trailing stop loss would be a plus and help me sleep better at night.
Business response:
Hi Cyn, Thank you for your feedback. Currently, no Crypto IRA has limit or stop loss orders. iTrustCapital will be the first to offer this feature with a target release date of later this year. We thank you for your patience as we continue to lead the charge in this space!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,302 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.