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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 |
Jett was extremely helpful Jett was extremely helpful. Handled all my questions and issues. Great customer service!
Business response:
Thank you, Bradley! We're glad Jett was able to address any concerns. Feel free to reach out to us with any additional questions.
New to the game I was very inexperienced on this purchase and Walter was fantastic. He talked me through the entire process and was very patient and professional.
Business response:
Thank you, Michael! Starting something new can feel overwhelming, and it’s great to know Walter made the experience comfortable for you.
Romeo is very knowledgeable… Romeo was very knowledgeable regarding my transferring of funds from my Traditional to Roth IRA. Especially when it relates to fees for the transfer, taxes not being withheld to the transfer funds and my 2026 1099.
Business response:
Thank you, Lisa! We’re glad that Romeo was able to provide clear and knowledgeable guidance regarding your conversion, especially around fees and tax considerations.Please feel free to reach out with any additional questions.
Had an account issue and Romeo from… Had an account issue and Romeo from support saved the day! Very pleased with the quick response and solid support.
Business response:
Thank you, Brett! We're so glad Romeo was able to resolve your account issue. Feel free to reach out to us with additional questions.
Lucas was a great help to me this… Lucas was a great help to me this afternoon getting my account started
Business response:
Thank you, Bill! We're glad Lucas was able to assist you in getting started. Feel free to reach out to us with any additional questions.
Francisco took genuine time to help… Francisco took genuine time to help troubleshoot my problems and set up my I Trust Capital account.
Business response:
Thank you, Kim! We're glad Francisco was able to assist with troubleshooting your issue. Feel free to reach out to us with any additional questions.
The process was quick and easy The process was quick and easy. The customer support was great! They communicated often through calls, text and emails. I would gladly recommend them!
Business response:
Thank you, Robert! We're glad our team was able to support you. Feel free to reach out to us with any additional questions.
Excellent customer service Excellent customer service
Business response:
Thank you for the positive feedback, Rachel!
IRA Rollover - Excellent Customer Service I recently performed a rollover from a 401(k) into an IRA with iTrust . Jonathan was great at proactively communicating with me each step of the way through confirmation if funding. Excellent customer service.
Business response:
Thank you, Neil! We’re so glad that Jonathan provided proactive communication throughout your rollover and kept you informed every step of the way. 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 16,694 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.