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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 |
The interview was friendly The interview was friendly, direct, and quick.
Business response:
Thank you for the positive feedback!
Great customer service and easy platform to use Customer service while opening a new account with this company and specifically with Rafael at iTrustCapital gave me great customer service.
Business response:
Thank you, Pat! It's good to know Rafael was able to help you get set up. Feel free to reach out to us with any additional questions.
Romeo was very helpful and… Romeo was very helpful and knowledgeable with my request for help with a distribution. Thank you so much!
Business response:
Thank you, Miranda! We're glad Romeo was able to provide such knowledgeable support. Feel free to reach out to us with any additional questions.
patient, professional and knowledgeable Very patient, professional and knowledgeable. Glad to be working with Josh and the ITrust team
Business response:
Thank you, Tom! We’re so glad Josh provided knowledgeable support. Feel free to reach out to us with any additional questions.
Raphael was great to work with Raphael was great to work with. His patience was very helpful. He made the process smooth and efficient. Thank you.
Business response:
Thank you, John! We're glad Rafael was able to smoothen the process for you. Feel free to reach out to us with any additional questions.
Fast service and comprehensive… Fast service and comprehensive instruction
Business response:
Thank you for the positive feedback, Andrew!
Best customer service ever!!!! If I could give 10 stars, I would. I have been working with Alex first on getting my Traditional Roth funds transferred from another custodian. The other custodian was making it a nightmare. Alex hung in there with me and even conferenced in on a call to facilitate getting it done. Alex, then helped facilitate the Roth IRA conversion so it was seamless. He worked internally with his funding colleague Fuji to make sure it could be completed without a hitch. Fuji was amazing and was able to get m... read more
Business response:
Thank you, Michelle! We’re so glad to hear that Alex stayed with you through the challenges with the previous custodian and even joined the call to help move things forward. It’s good to know he and Fuji worked together to make the conversion smooth. Please feel free to reach out with any additional questions.
Problem solved in one minute! David was personable and had the answer to my question immediately..
Business response:
Thank you, Greg! We're glad David was able to assist with your questions.
Ayrton and Josh very helpful ! Ayrton helps me so much, Josh too! I am doing an RMD and need to switch from USD to in-kind mid process. Ayrton is helping me make the switch. Awesome support! 💯
Business response:
Thank you, Jan! We're glad Ayrton was able to assist you with the switch. Feel free to reach out to us with any additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 16,436 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.