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 |
Jimmy was able to hold my verification… Jimmy was able to hold my verification meeting earlier which enabled sending my funds the same day. This was an unexpected surprise. He followed up to make sure I was aware when to expect the funds as well. I appreciate his diligence and great customer service!
Business response:
Thank you, DDA! Excellent client experience is what we strive for.
Very very helpful Very very helpful - I was able to get a few things done by phone while at work. These guys are efficient and prompt which is just what I needed!
Business response:
Thank you, Adrian!
Trent was very patient and listened… Trent was very patient and listened carefully what my concerns and problems were. He did great job of addressing all of my concerns and proactively suggested solutions. It was pleasure interacting with him anf he went above and beyond the call of duty
Business response:
Thank you, Jong!
iTrustCapital customer service is the best in the industry Sr. Relationship Manager Megan was very professional and quickly processed the document to change my email address, then called to verify my identity. Well done iTrustCapital!
Business response:
Thank you, TFM XRP! Professional service is what we strive for, and we're glad to hear that Megas was helpful. Please reach out if you have any additional questions or concerns.
I had the pleasure of working with… I had the pleasure of working with Jimmy on finalizing last steps on account verification. Very professional and courteous! Thank you!!
Business response:
Thank you, David! We appreciate your positive feedback in regards to working with Jimmy. Please reach out if you have any additional questions or issues.
401(k) funds were sent but stuck My 401(k) funds were sent but stuck and Trent helped greatly getting them to where they needed to be. I was able to trade within a day. All praises!!
Business response:
Thank you, LC S! Please reach out if you have any additional questions or concerns.
Jimmy Herrera has been an ideal service… Jimmy Herrera has been an ideal service rep: professional, efficient and courteous. He helped me with a withdrawal verification phone call. The process leading to the call was frustrating and took weeks to accomplish. Perhaps not enough staff to service your clients?
Business response:
Thank you for your feedback. We appreciate your kind words about Jimmy, and we apologize for any frustration you experienced during the process. We value your input and your satisfaction is important to us. Please contact us if you have any additional questions or concerns.
Excellent expertise Great knowledge and very helpful with us completing project.
Business response:
Thank you, Barbara! We hope you've been enjoying the platform.
High quality client services I had some trouble getting a paper check from a 401k rollover to the right place to be deposited into my iTrust IRA account. After reaching out to client services, I received a direct personal text message from Trent. He kept in contact with me through the whole process and got me the information I needed in order to get the check to the right place. System transitions can be challenging, but iTrust maintains high quality staff who will stick with clients and make sure any glitches get resolved. ... read more
Business response:
High quality service is what we strive for, and we're glad to hear that Trent exceeded your expectations. Thank you, Paul!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,813 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.