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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 |
Tricky task Arianah Shepard did a great job giding me through a sticky wicket. I thought I'd closed my old, traditional Roth IRA account, but had only zeroed it out. and used the entire balance to fund my new I received a letter from the form the former company stating I received a (small) refund of over paid fees. I thought I was stuck because the amount was below the minimum amount necessary to transfer to iTrustCaital. But, Arianah said there was a workaround. I was logged into my account, she stayed on the phone and she ... read more
So far so good So far so good. I've received quick and accurate responses to my questions as I set up a new Roth IRA account. The support worker, Yen, has been especially helpful.
Business response:
Hello Brian, We are happy to hear that you had a great experience with our team. We strive to offer amazing client experience.
I messed up on setting up my account I messed up on setting up my account, but Kaleb went above and beyond to get me back on track! Thank-you! Linda
Business response:
Hello Linda, Happy to hear that you were able to get back on track. Welcome to the iTrust Community!
Immediate response and excellent client service. Thank you so much for the excellent support and technical service assistance rendered by the ItrustCapital Team. I particularly appreciate the extreme help from Yenni Aguilar who responded to my request and have been accomplished more quickly. Again, thank you.
Business response:
Hello Ed'win, We strive for excellent customer service. Thank you for your positive feedback.
I am very happy with the itrust team I am very happy with the itrust team , getting my account funded had some bumps in the road and the Itrust team really helped me out and made it super easy thanks for all your hard work .
Business response:
Hello Aaron, Welcome to our community! Please let us know if there is anything we can do in the future.
Good concept, needs lower contribution limit I appreciate the service that iTrustCapital provides, and the interface is nice to use. However, the $500 minimum contribution at any given time is a huge issue for me. My SEP-IRA contribution (while generous from my employer) only accrues that much after a timespan of 2 months, so until I accrue that much with my employer, I cannot send these funds to my own interest account. Instead my employer earns interest on those funds while they remain in their bank account.
Business response:
Hi Alison, Thanks for letting us know about this. We recently lowered the minimum additional funding amount to $500 from $1,000, but at the same time we appreciate your situation. We hope to continue to lower our minimums in the future.
Great job Caleb! Normally, I don't bother with writing reviews but every time I call iTrust I get treated so special. It is very important to get a real person on the other side. I spoke with Caleb and it was a wonderful pleasant experience. Attentive to my needs and knew how to solve my problems. Thank you!
Business response:
Thank you so much for the kind review, we're grateful you're now a part of our community!
Quick, personal responses! Arianah has been outstanding with providing me guidance in setting up my IRA! She has gone beyond my expectations by understanding my situation from a tax perspective, and is going to assist me in getting my account set as the Cares Act Rollover so that I can properly redistribute my funds.
Business response:
Thank you, Ryan! Enjoy the platform!
This company is unresponsive to… After my post I was contacted and an agent was helpful in getting this resolved.
Business response:
Hi Thomas, Unfortunately you were responding to a closed service request. We received your new request today, and will attempt to locate your check. We noticed you didn't reach out to our support line, (562) 600-8437, which can be used to get help on these types of issues.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,813 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.