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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 |
Alyssa Ebner Gets Distribution Request Processed Immediately My recent experience regarded a request for distribution. Alyssa Ebner is always on the ball and when something hits her queue, it gets done immediately! Thank you.., and just know that when distributions are requested, it’s “needed”. And your quick processing is greatly and sincerely appreciated!!! 😊
Business response:
Thank you, Bill! We’re so glad Alyssa provided prompt support with your distribution request. Feel free to reach out to us with any additional questions.
Scott was very helpful answered all my… Scott was very helpful answered all my questions very professional.
Business response:
Thank you, Todd! We're glad Scott was able to help you out.
Andrew V Andrew V really helped me out by explaining things. Dumbing down for me- he’s a great asset to your customer support- he should get a steak dinner! - Tom Nix
Business response:
Thank you, Tom! We’re so glad Andrew provided clear explanations and made your experience a great one.
Confirming my 2025 RMD from my IRA Had a good interaction via Zoom with Rafael representing iTrustCapital in confirming my 2025 Required Minimum Distribution from the IRA. Compared to other IRA's they have a strong position in confirming funds moving out.
Business response:
Thank you, Joseph! We’re so glad Rafael was able to assist with your RMD and provide support.
Francisco helped me with exactly what I… Francisco helped me with exactly what I needed 10/10 customer service
Business response:
Thank you for the positive feedback!
Rafael was pleasant to speak with Rafael was pleasant to speak with. He guided me through the process and made it easy for me. I truly find this company a pleasure to do business with. Simply web sit and guidance with every step. Thank you Rafael for answering all my questions and truly your being kind and courteous.
Business response:
Thank you! We’re so glad Rafael provided kind, courteous guidance and made the process easy for you. Feel free to reach out to us with additional questions.
I had some questions about a roth ira… I had some questions about a roth ira transfer in. David was very helpful in answering my questions.
Business response:
Thank you, Sekou! We're glad David was able to help you out.
I’ve been an ITrust account holder for… I’ve been an ITrust account holder for quite awhile now and appreciate their excellent service! Thank you Joshua Alvarez for assisting me with my account needs! You have done an excellent job! Thank you! Darrell Weiland
Business response:
Thank you, Darrell! We’re so glad Joshua provided excellent support with your account needs. We appreciate you for being a valued client of many years.
I had problems funding my account so I… I had problems funding my account so I called customer service and spoke with Jett. He was very professional and patient with me. After a few attempts he was able to pin point the problem and got it resolved. Jett was great and I really appreciated him helping me solve the problem!
Business response:
Thank you, Lashaun! We’re so glad Jett provided patient support and was able to resolve your funding issue. Feel free to reach out to us with additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 15,085 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.