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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 |
IRA Rollover to Cryto investing Jeff, Nadia and the complete team at iTrustCapital were extremely helpful professional as well as patient. My account at iTrustCapital is funded by my rollover. Excited to get started.
Business response:
Thank you, B White! Our team goes above and beyond, especially Jeff and Nadia. Please reach out if you have any other questions.
ITrust Capital has the best customer service ITrust Capital has the best customer service I have ever experienced with a financial institution. They answer the phone very quickly and solve any issue you have in a timely matter. Ben took care of me. He was very knowledgeable, friendly, and answered all the questions I had with doing a rollover. I would highly recommend Ben to anyone.
Business response:
Thank you, Tommy! We appreciate your kind words and are thrilled to hear about your positive experience with Ben.
Alyssa is exceptionally helpful and efficient. Alyssa was extremely pleasant and helpful to me. I felt comfortable and will not hesitate to reach out to her personally again. I also appreciate that she informed me of the timing of my distribution so that I know what to expect. Clear communication is very important to me, and I found Alyssa delightful while being efficient. Thank you
Business response:
Thank you! We appreciate you taking the time to share your feedback.
I have nothing but good to say about… I have nothing but good to say about Stacy Liu. She is World Class
Business response:
Thank you, Ken! We are thrilled to hear about your positive experience with Stacy.
Conversion of tokens from Trad to Roth I converted tokens from my Traditional IRA to my Roth. Jeff & Nadia were very helpful on our call and very quick to send me the docusign, etc to complete the conversion. It could not have been any easier. Thank you!
Business response:
Thank you, Greg! We are thrilled to hear about your positive experience.
Have a Zoom call to verify ID and email… Have a Zoom call to verify ID and email changes in the account. Was easy to schedule, Stacy the person who takes care of me was very flexible. we get everything quickly and efficiently
Business response:
Thank you, Lilly! We appreciate you taking the time to share your positive experience.
Another great experience with I trust capital Customer representative, Grace, assisted me with a distribution verification call today, and as I generally experience with I trust capital representatives, she was professional, friendly, helpful, and very efficient. it was a pleasure working with her!
Business response:
Thank you, Katie! We appreciate your kind words about Grace.
Chad Poulos (Relationship Manager) was… Chad Poulos (Relationship Manager) was simply phenomenal. He proactively partnered with me to ensure that my Traditional IRA was transferred from MML Investors (Fidelity) to iTrustCapital. He achieved this by providing me with frequent updates and extra “touch points”. Namely, he consistently followed up on all steps/actions and checked-in via text, email and telephone calls. (I was especially impressed with this since most people do not pick up the telephone and have an actual convers... read more
Business response:
Thank you, Erica! We are so happy to hear about your positive experience with Chad.
Ashley - Professional, smart & kind Ashley did a great job assisting me with my 401k transfer to iTrust. Ashley was professional, smart and kind. Thank you for everything!
Business response:
Thank you, Michael! We are thrilled to hear about your positive experience with Ashley.
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.