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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 |
Great so far Great so far, I would like to be able to add funds cheaper and faster than a wire transfer and mailing a paper check.
Outstanding Outstanding, prompt customer service!
I had some questions regarding funding… I had some questions regarding funding my account and taxes. It took a little over a week for them to get ahold of me but the process was smooth and Felipe was fantastic! He helped answer all of my questions and left me very satisfied with the service.
5 stars aren't enough :) Nadia Reyes and team were fantastic My experience with iTrust exceeded any and all of my expectations. Where do I start? I initially emailed a generic customer service email on a Saturday, half-thinking that I wouldn't get a reply until at the least the beginning of the following week. I was wrong. Nadia (Reyes) replied within an hour and answered many of my initial exploratory questions. I followed up with about a half-dozen deeply technical questions about IRAs, expecting that she would pass these ... read more
Transfer of IRA Had a conversation with Shawn and he was extremely knowledgable about the IRA transfer process into itrust. He was transparent and realistic about process , timelines and fees associated with itrust. I appreciate this honesty and transparency upfront which is the foundation for a long term relationship. Thank you Shawn.
Funding mishaps finally fixed We had a lot of mishaps with funding the account and it’s finally fixed thanks to Blake S., which has been nothing but nice and courteous and helped sort out the mess.
Very happy with Felipe's service Felipe Cabrera provided me with great service in setting up my account. I transferred an account to iTrustCapital, and I had several questions. Felipe was very clear and patient with me as we worked with the other company to make the transfer happen. He called me several times and also responded promptly by email. He did not rush me and I could tell he wanted me to fully understand the process. He even said I could contact him with further questions. He represents this (new-to-me) company wel... read more
Working with Danielle Working with Danielle. She always was very quick to reply and have the correct answer. Her excellent customer service made my experience seem effortless.
Charting and Reports need enhancements Charting and Reports need enhancements. All calculations for profit /loss must be done manually. Holdings only show % but not $amount of investment.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 17,854 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.