This profile has been claimed by the business owner or representative.
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 |
Recharacterizing my contribution I love speaking to real people and Itrust provides that service. I called and spoke with Romeo today. I had a mess on my hands with over contributions and needing to Recharacterize my contribution. Romeo was patient and helped me figure out what I had done between my two accounts. He then walked me through two request forms and helped me fill them out properly to submit. He was very polite and well spoken. A huge help. Thank you Itrust and Romeo.
Business response:
Thank you! We’re so glad to hear that Romeo was able to help you work through a complex situation and guide you step-by-step through the process. Please feel free to reach out with any additional questions.
Great customer service. Great customer service. Helped me out a lot and answered all my questions.
Business response:
Thank you, David! We're glad our team was able to help you out. Feel free to reach out with additional questions.
Chris walked me through the process… Chris walked me through the process thoroughly.
Business response:
Thank you for the positive feedback!
Great service Great service, great help ,very patient and very trustworthy.
Business response:
Thank you for the positive feedback, John!
Distribution process. This morning I called about my distribution and talked with Romeo. He explained to me in detail how long the process takes and what I should expect in the next couple of days. The frequently ask quetion is great but person to person is better for me. I seem to get more questions answered with a person then a AI or a bot. I recommend not to get rid of person to person altogether in the futere. Instead, give the customer the option to pay for person to person. Some of the vintage folks like myself feel mo... read more
Business response:
Thank you, Jose! We’re so glad that Romeo provided detailed guidance on your distribution and helped set the right expectations. Please feel free to reach out to us with any additional questions.
Very respectful and knowledgeable about… Very respectful and knowledgeable about the nature of my issue.Customer rep Jilian was helpful in explaining in detail of what my concern was. Also he did a over the phone walk through with me to ensure that my issue would be resolved appreciate it very much thank you.
Business response:
Thank you, Michael! We’re glad that Julian provided knowledgeable support and took the time to walk you through everything step by step. Please feel free to reach out with any additional questions.
Knowledgeable and quick agent. Knowledgeable and quick agent.
Business response:
Thank you for the positive feedback, Juan!
The customer service at this company is… The customer service at this company is amazing! Romeo explained everything and made me feel assured about my account.
Business response:
Thank you! We're glad Romeo could reassure you about your account. Feel free to reach out with additional questions.
So far, so good. These guys are real. I have been working with ITrust since early March and now have 2 Roth accounts in play. So far everything has gone very well and it is nice to be able to talk to a real person rather than robots and answering services in a foreign country. All in all I couldn't be happier. They are very helpful and talk facts, not sales pitches. I am confident they will be a 5-star review in the near future as i get more familiar with them and understand how to use their investment tools. Today I was wor... read more
Business response:
Thank you, Jeff! We’re glad Romeo was able to walk you through the setup and funding process so efficiently. We appreciate your trust as you continue getting familiar with the platform. Please feel free to reach out with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 18,461 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.