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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 |
iTrustCapital seems like a winning team! Chris Rojas was great. iTrustCapital now allows in-kind transfers out of their Premium Custody Accounts (PCA), and I wanted to see how the process worked. Instructions were simple, and Chris was great to work with. I've been with iTrustCapital for several years now, and the customer service has always been very responsive. Highly recommend!!!
Business response:
Thank you! We're glad Chris was able to assist you with in-kind transfer. We appreciate your recommendation. Feel free to reach out with additional questions.
Jonathan handled my question quickly… Jonathan handled my question quickly and was great to work with.
Business response:
Thank you, Tina! It's good to know Jonathan was able to assist you. Feel free to reach out to us with additional questions.
I called in on your customer service… I called in on your customer service line and one of your agents (Romeo) answered the phone and let me tell you this guy was AWESOME!!! He was helpful, pleasant to talk to, and honestly I’d speak with him every time I called in if I could. GOOD JOB!!! 👏
Business response:
Thank you, Maurice! We're glad Romeo was able to provide such a positive experience for you. Feel free to reach out to us with additional questions.
Romeo was very helpful and patient and… Romeo was very helpful and patient and gave me enough time to solve the issue that I called in about. Very grateful for his assistance.
Business response:
Thank you, Reed! We're glad Romeo was able to resolve your issue. Feel free to reach out to us with additional questions.
Romeo Delavictoria Was my support… Romeo Delavictoria Was my support advisor. He was very professional and knowledgeable and showed great patience as we worked together to set up my ITRUST account. I appreciate the time he spent ensuring I understood what to do while establishing the account.
Excellent help from Jonathan Kim I had some great conversatons with Jonathan Kim about a traditional IRA rollover. He provided excellent service!
Business response:
Thank you, Gregg! We're glad Jonathan was able to assist you with the rollover. Feel free free to reach out with further questions.
Very helpful and patient Very helpful and patient
Business response:
Thank you, Marilei! Feel free reach out with additional questions.
Walter was great Walter answered both questions and stayed on the phone while I made the changes to confirm it was completed.
Business response:
Thank you, JBC! We're glad Walter was able to answer your questions. Feel free reach out with additional ones.
Great experience with Jeff at support… Great experience with Jeff at support team regarding a minor login issue - resolved the problem right away and very easy to work with - very helpful!
Business response:
Thank you, Andrew! We're glad Jeff was able to resolve your issue. Feel free to reach out with additional questions.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 20,060 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open on Monday at 7:00 a.m.