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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 |
Alyssa was fantastic ! Alyssa was fantastic !
Business response:
Thank you for the positive feedback, Sonia!
I appreciated the info and help from… I appreciated the info and help from Mr. Joshua Cheban , very helpful.
Business response:
Thank you, Allen! We're glad Joshua was able to help you out. Feel free to reach out to us with any additional questions.
Alyssa is very patient in helping me… Alyssa is very patient in helping me resolve the over-contribution issue within her capability. Meanwhile, iTrustCapital still have a long way to go to improve its UX. Many options are not intuitive at all.
Business response:
Thank you, Suyang! We're glad Alyssa was able to help resolve your issue. We appreciate your feedback.
Romeo was helpful with "In-Kind" RMD transfer. Romeo was helpful in assisting me with my RMD questions about "In-Kind" withdrawals from from my IRA account to my PCA (Personal Custody Account) at iTrust.
Business response:
Thank you, William! It’s great to know Romeo helped clarify the process and made things easier for you. Feel free to reach out to us with any additional questions.
Got done what I needed Got done what I needed though the hoops one has to jump through seem excessive to me and the website/portfolio tracking leave a lot to be desired. I'd probably give it 2 stars on that issue but for what I needed to be done, Josh C. did a good job.
Business response:
Thank you, Derek. We’re glad to hear that Josh was able to assist and get everything taken care of for you. Feel free to reach out to us with any additional questions.
Chris Lee is always so helpful Chris Lee is always so helpful. I appreciate his help at ITrustCapital.
Business response:
Thank you, Lauren! We're glad Chris was able to help you out.
Good talk, questions answered. Just got off the phone w/ Josh B. Very friendly, courteous and professional. He answered all my questions and then some, and put my mind quite at ease about using the services at iTrust Capital. A++++.
Business response:
Thank you, Johann! It’s wonderful to know Josh was able to answer all your questions and help you feel confident about using our platform.
Julian was awesome Julian was awesome! He answered all of my questions and gave me options to help speed up the conversion process not to mention super pleasant to talk to! Really great customer service!
Business response:
Thank you, Tracy! We’re so glad to hear that Julian provided such helpful guidance and made your experience enjoyable. Feel free to reach out to us with any additional questions.
Excellent service My wife and I recently set up our accounts and our account Manager Francisco was over the top in guidance throughout this initial process. Thank you all very much as we are looking forward to a great future relationship with this firm.
Business response:
Thank you, Max! We’re happy to hear that Francisco provided outstanding guidance during your account setup.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,593 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.