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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 |
What could have been overwhelming... Romeo Delavictoria was incredibly helpful every step of the way. What could have been an overwhelming paperwork process felt like a walk in the park with his guidance. His patience made all the difference. Highly recommend working with him. Thank you Romeo!
Business response:
Thank you, Garrison! We're glad Romeo was able simplify the whole process for you. Feel free to reach out to us with additional questions.
Francisco was very professional… Francisco was very professional answered all my questions i highly recommend.
Business response:
Thank you, Chris! We're glad Francisco was able to assist you. Feel free to reach out to us with additional questions.
Work with Jett- He’s great! Jett was patient and thorough with explaining the transfer process to me. He made it super easy. Would 100% choose to work with him again. Thank you!
Business response:
Thank you, Lisa! We're glad Jett was able to explain the transfer process. Feel free to reach out to us with additional questions.
Customer Service Customer Service, Romeo was great to work with. He listened, and walked me through the correct process for the solution.
Business response:
Thank you, Ren! We're glad Romeo was able to walk you through the process. Feel free to reach out to us with additional questions.
Ayrton-extremely helpful Ayrton, was extremely helpful with going over how to process a roth rollover.
Business response:
Thank you, Mila! We're glad Ayrton was able to assist with the rollover. Feel free to reach out to us with additional questions.
Super Custody, Superior Service In my journey to capitalize on my IRA, iTrust Capital was presented to me, but I was highly skeptical. Within moments of opening my account, I was immediately greeted by Trent and Jonathan eager to help me with the transfer of my funds from my previous custodian to them opening up an opportunity to significantly increase my holdings oppose to my previous custodian. Thank you both so much for your help and time you took to answer all my questions. I am thinking of starting a PCA too with this e... read more
Business response:
Thank you! We're glad to hear that Trent and Jonathan helped turn your initial skepticism into confidence by providing knowledgeable help throughout your transfer. Feel free to reach out to us with any additional questions.
It was a pleasure working with Raphael… It was a pleasure working with Raphael to process transactions for my father. His friendly and positive attitude made a huge difference and I was grateful for his thoroughness in answering my questions. We are most appreciative!
Business response:
Thank you, May! It's good to know Rafael was able provide friendly assistance in processing transactions for your father. Feel free to reach out to us with any additional questions.
Rafael was great! ⭐️⭐️⭐️⭐️⭐️ Rafael was great! Super helpful! Knowledgeable on how to quickly fix a couple of issues I had with my account and a referral. Everyone I’ve spoken to iTrustCapital has been amazing! Very great group of people! Impressed with the company so far!
Business response:
Thank you, Eva! We're glad Rafael helped resolve your issues. We appreciate your kind words. Feel free to reach out to us with any additional questions.
Not what I expected Not what I expected. Very smooth process for funding accounts. VERY slow processes for withdrawals with poor communication. I don’t recommend unless you plan to deposit and hold forever. Also, no capability to download CSV files for record keeping.
Business response:
Hi Michael, Thanks for your feedback and for being a part of our platform. The 30-day hold is a security measure designed to safeguard assets and mitigate fraud and identity theft. Once the 30-days have passed, you can withdraw your funds. We're happy to help. As for being able to generate a CSV export for recordkeeping, it is available in the 'History' section within your PCA Account.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 18,560 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.