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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 |
Gladisin customer service promptly… Gladisin customer service promptly corrected an error I made when setting up my account. So thankful it was resolved quickly and she was so pleasant to work with.
Business response:
Thank you for mentioning Gladis, she goes above and beyond! Enjoy the platform.
Wow what an amazing Company.. Wow what an amazing Company... I'm loving ITrustcapital!!! I couldn't have made a better decision last year when I rolled over my old boring IRA to ITrustcapital last November. They have done an amazing job from day 1!! Couldn't be any happier because I've had a few others over the years that I was with and they can't hold a candle 🕯️... Not even close to these guys! Man, what a difference...truly amazing really. I continue to put excess money into it and haven't looked back once 🔂 The people ... read more
Business response:
You're right, Gladis is a true gem! Thank you Robert, and please reach out to us for any additional questions/concerns.
New Account Set Up and Roll Over The process of rolling over a 401k into an IRA was seamless. I found the customer support to be regularly helpful.
Business response:
Thank you for choosing us, Jordan! Please reach out to us if you have any additional questions or concerns.
Customer service response commendable… Customer service response commendable and transaction times satisfactory.
Business response:
Excellent client experience is what we strive for. Thank you for choosing us, Willie!
Fees are super high! Fees are super high!
Business response:
Hi Richard, Thanks for your feedback, though we must say that our fees are arguably the most competitive in the industry. We do not charge a monthly or a storage fee. Our only fee is the 1% per transaction. Thanks for being a part of this community.
Great company Good customer service. User interface simple and intuitive. Highly recommended.
Business response:
Thank you for the positive review! Enjoy the platform!
Excellent service as always It was a joy to have Gladis Miranda guide me through some changes in my account beneficiaries. It was much welcomed to receive her personalized help through your highly computerized system.
Business response:
Thank you for sharing your positive experience with Gladis! She goes the extra mile. Enjoy the platform, Leo!
I received excellent support from a… I received excellent support from a real person (Adam) who took ownership of what needed to be done in order to get my transfer paperwork completed. I hope all future interactions are as smooth as this one.
Business response:
Our CX team goes above and beyond, especially Adam. Thank you, Richard!
I am new to iTrustCapital but so far I… I am new to iTrustCapital but so far I have had a great experience. The customer service is outstanding! Trent guided my Roth IRA setup and transfer of my existing account at Merrill to the traditional IRA account I had set up. The transfer funds cleared today in the traditional IRA account and Tent helped with the conversion process. Very easy. Thanks again!
Business response:
We're so glad to hear that Trent guided you through the process. He goes above and beyond! Thank you for choosing us, Tom!
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,276 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.