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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 |
Service was prompt and professional Service was prompt and professional. Jimmy knew exactly what was needed to complete my inquiry and made the process easy.
Business response:
Professional and prompt service is what we strive for, and we're pleased to hear that Jimmy fulfilled your expectations. Thank you, Jereme!
Investing is easy- don’t go over invest I had an issue that by oversight I invested more than allowed in a Roth 401(k). In contacting the customer service, I was able to communicate through emails on my concerns. This issue I discovered during the heaviest time of the year, it was tax season and they had changes that involved, trust Fortress which had complications arise, I was one of those who got caught in this updating process of the new program while trying to resolve my own problem. Although this delayed things, In the ... read more
Business response:
Thank you for sharing your positive experience with Mark! He goes above and beyond. Please contact us if you have any additional questions or issues.
iTrustCapital Sign Up Process The sign up and creating an account process was fairly simple and straight forward. The transfer of funds was also easier than I expected. What I liked the most was that I could call and have a phone conversation with someone that spoke American English with an accent that I could understand and were very helpful.
Business response:
Thank you, Samuel! We aim to provide a platform that is simple and easy to use. Please reach out to us if you have any additional questions or concerns.
Great Experience … The representative was knowledgeable and patient as I asked numerous questions regarding the move to Fortress Trust and my Flare distribution. Really appreciate it!
Business response:
Thank you, Greg! We appreciate you being a part of the community.
This is what customer service should be I requested a distribution and Mark was able to call me ahead of our scheduled meeting (which would have been the following week) and finalize the process before the week ended. Service has been professional and incredibly responsive, especially Mark.
Business response:
Thank you, Johnny! Our CX team strives to deliver high standards of professionalism and responsiveness, especially Mark. Please contact us if you have any other questions or issues.
My experience was great, Thank you Mark!!! My experience was great. I needed a distribution quickly and ITrustCapital handled my case promptly and professionally. In order to make a distribution I had to change my email address and phone number because I had recently updated both. Sharon and Calvin from the service team were able to update my information quickly despite there being a few steps to do so. I also needed my distribution done quickly because I had obligations that inhibited me from receiving a verification call o... read more
Business response:
Thank you for sharing your positive experience with Mark, Sharon and Calvin! We appreciate you being a part of the community.
Jimmy Herrera was extremely patient… Jimmy Herrera was extremely patient walking me through all of the steps to transfer funds into my bank account. Since I am older and not particularly savvy with technology, it must have taken me much longer to comprehend what I had to do, but Jimmy never rushed me or interrupt me trying to click onto all the sites and file folders to get to where I needed to be. EXCELLENT experience.
Business response:
Thank you, Rhonda! We appreciate your kind feedback regarding your experience with Jimmy. Please do not hesitate to contact us if you have any other questions or issues.
Withdrawal was handled very quickly. Withdrawal was handled very quickly.
Business response:
Thanks for the feedback and being a part of this community, D Peddie!
Mark Morales was extremely helpful in… Mark Morales was extremely helpful in helping me handle my account paperwork. He provided excellent service and was very pleasant to deal with.
Business response:
Thank you for sharing your positive experience with Mark! He goes above and beyond. Please reach out to us if you have any additional questions or concerns.
iTrustCapital has a 4.8 star rating with 16,812 reviews.
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.