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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 |
iTrust Exemplary Customer Service Customer service representatives are not created equal. While most strive to meet a client’s needs to the best of their capabilities, there are instances when one is fortunate to encounter an exceptional representative who is professional, product-knowledgeable, efficient, and exemplary in every conceivable way. Fortunately, Christopher Lee at iTrust Capital embodies this ideal. When challenges arose that required immediate and profound understanding of my concerns, he and his team addressed... read more
Actually had a live person call and ask… Actually had a live person call and ask if I needed help with anything regarding the account. Nice to see this level of customer services. Romeo polite and answered all my questions.
Business response:
Thank you! We’re so pleased that Romeo reached out and provided the kind of personal support that made a difference. Please feel free to reach out with any additional questions.
Francisco was prompt and professional Francisco was prompt and professional, making sure that I was aware of how the process would play out. Kudos to him.
Business response:
Thank you, Eric! We're glad Francisco was able to provide you visibility on the process. Feel free to reach out to us with any additional questions.
Excellent customer experience Romeo was courteous, knowledgeable and professional.All my questions and concerns were addressed professionally. GW
Business response:
Thank you, Greg! We’re glad that Romeo provided knowledgeable support while addressing all of your questions and concerns. Please feel free to reach out with any additional questions.
Expert Guidance I am so pleased and confident with iTrust that I opened a PCA and funded with an in-kind transfer from Kraken. Josh expertly guided me through the transfer that was completed in less than 10 minutes. I am so grateful for the level of professionalism and domain expertise that has an authentic Private Banking feel. Thank you Josh!
Business response:
Thank you, Todd! We’re happy to hear that your PCA setup and in-kind transfer went so smoothly. Please feel free to reach out to us with any additional questions.
Rafael was very helpful answering all… Rafael was very helpful answering all my questions
Business response:
Thank you for the positive feedback, Jon!
IRA Transfer Jonathan was very timely in responding to my questions about IRA Transfers and Roth conversions. The transfer process was very smooth and timely.
Business response:
Thank you, Jay! We're glad Jonathan was able to promptly address your questions and that the transfer went smoothly.
Rafael made this experience excellent Rafael made this experience excellent. I had several questions and he handled each as if we where sitting in the same room, even reaching into his memory to recall a fix that had been discussed when using an android phone with the app. Fixed, fixed and fixed. Itrust makes it easy and secure.
Business response:
Thank you! We’re glad that Rafael made your experience such a positive one. It’s wonderful to know everything was resolved and that you found the process both easy and secure.
He Help me the best he could He Help me the best he could
Business response:
Thank you for the positive feedback, Jeris!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,437 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open tomorrow at 7:00 a.m.