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 |
I believed the money to fund the… I believed the money to fund the account would be in the form of an automatic transfer(like with Coinbase). Because I was unaware a wire to transfer funds was required, I missed my 2021 contribution. I can’t blame you completely, however, since the money to fund it was languishing in a checking account just waiting for me to use it for this purpose since December, ‘21.
Business response:
Hi Gerald, We are sorry you had this experience. Given you selected 'Wire' on your funding options, you needed to initiate directly from your bank or bank's website. We alternatively have an ACH option that allows clients to link their bank accounts via Plaid for automatic withdrawals.
I am a happy customer I am a happy customer. Stephen Love helped me and answered all my questions. He gave me excellent service and support. Than you very much Stephen :)
Business response:
We're grateful to have you, Arturo! Thank you for choosing us!
Easy to Open Inherited IRA by Rollover from Fido I opened an Inherited Regular Traditional IRA account. The process was strait forward and easy to follow. I thought the videos were right to the point and very helpful to me. Two different times I asked questions and the chat feature got me prompt and helpful answers both times. The whole process, including wired funds from Fidelity, the prior custodian, took only 15 days! One hint is that I learned I had to use a second (different) e mail address when I later on opened a regu... read more
Business response:
Thank you, Edward! Stay tuned for our updated features on the platform.
The overall process… The overall process of opening and funding an account was pretty straight forward. However, when you are funding from an Employer-funded plan, the process needs a bit more attention to make sure it's completed correctly. Also, it was difficult to get in touch with a live person when the FAQ section did not answer my questions.
Business response:
Thank you, Don! Regarding your comment, we have an open line, (562) 600-8437, which operates 8 AM-4 PM PST on weekdays. Please reach out to us if you have any additional questions or concerns.
so far everything has been professional… so far everything has been professional and have had no problems
Business response:
Thank you, Christian! Enjoy the platform!
Amazing Customer Service - Tyson is the Man! Recently, I tried to fund my Roth IRA in a short period of time, and I had several (self-inflicted) problems that arose. I reached out to customer service, and Tyson Kerr responded immediately to help me with my problems. Each time I sent an email with an update on my problems, he responded quickly with helpful information on how to resolve them. He was able to help me fix an issue with my address, a funding issue where he was able to cancel an accidental deposit, and also an unfo... read more
Business response:
Thank you for sharing your excellent experience with Tyson! We're so glad that he provided you fantastic client experience! Please reach out to us if you have any additional questions or concerns about the platform.
Excellent service Excellent service. Courteous service reps. Efficient movement of funds to platform.
Business response:
Thank you, Tom! Excellent service is what we strive for!
A little frustrating for about a week… A little frustrating for about a week or two, but it worked out well in the end. Thank You
Business response:
We appreciate your patience, Julius! Thank you!
Awesome customer service and… Awesome customer service and communication so far. Really happy to be transferring my ira from edward jones.
Business response:
Thank you for choosing us, Aaron! Have fun on the platform!
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.