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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 |
All my questions were answered & helpful advice on tax. All my questions answered. Andrew was great. I didn’t realizes that not everyone has the same annual maximum cash contribution limit. Andrew advised me to consult with my CPA to determine the exact contribution amount so I can avoid exceeding the allowed limit. Thanks, Andrew.
Business response:
Thank you, Hannah! We're glad Andrew was able to assist you with the contribution amount information. Feel free to reach out to us with additional questions.
They have amazing customer service They have amazing customer service, Romeo has been a great help. He should get a bonus! Absolutely wonderful experience onboarding with this company.
Business response:
Thank you, Chris! We're glad Romeo was able to provide such a positive onboarding experience. Feel free to reach out to us with additional questions.
The experience I had was AH-Mazing The experience I had was AH-Mazing! Ayrton was so patient with me and very knowledgeable. I also worked with Sydney. She was AH-MAZING! Thank you both for being on top of thing and patient!
Business response:
Thank you. Delfina! We're glad you had such an amazing experience with both Ayrton and Sydney. Feel free to reach out to us with any additional questions.
Migrating funds from Fidelity couldn’t… Migrating funds from Fidelity couldn’t have gone smoother. Jonathan was a great help, following along with the process from start to finish. I wish that I had discovered this service when it first launched, because it is the type of account that I always wanted.
Business response:
Thank you! We're glad Jonathan was able to assist with your fund migration. Feel free to reach out to us with any additional questions.
It was because of the effort's of Chris… It was because of the effort's of Chris Lee my problem funding my account was solved
Business response:
Thank you, Michael! We're glad Chris was able to resolve your issue. Feel free to reach out to us with additional questions.
Josh was very courteous and patient… Josh was very courteous and patient during our conversation. Paid attention to detail and helped me to confidently complete my transfer.
Business response:
Thank you, Torres! We're glad Josh was able to help you with your transfer. Feel free to reach out to us with any additional questions.
Amazing costumers service Amazing costumers service, luc help me through all my process and also answer all my question 💯
Business response:
Thank you, Fernando! We're glad Luc was able to assist you through everything. Feel free to reach out to us with additional questions.
The service call provided the… The service call provided the information I needed to keep moving forward with processing my new account.
Business response:
Thank you! We're glad you're able to confidently move forward with your new account. Feel free to reach out with additional questions.
Jett was very professional and… Jett was very professional and patiently guided me through my transfer into Itrust. He took his time and explained everything to me step by step.
Business response:
Thank you, Chris! We're glad Jett was able to assist you through your transfer step-by-step. Feel free to reach out with additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,699 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.