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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 customer support Rafael was patient, kind and eager to guide me and reassure me in the transfer of our funds!!! ITrustCapital has been extremely prompt and easily accessible for assistance!!!
Great service Great service! A special shout out to Francisco and Victor. They were very responsive to my questions and were a big help in helping me on board with my Roth IRA. Thank you!
Business response:
Thank you, Scott! We're glad Francisco and Victor were able to help you out. Feel free to reach out to us with additional questions.
Staff was very helpful! Staff was very helpful!
Business response:
Thank you, James!
Rachel is a very knowledgeable person This was my second time calling and I wanted to set up a Roth IRA, and Rafael guided me through the process very well,he was very knowledgeable.
Business response:
Thank you, Jerome! We're glad Rafael was able to assist you with the set up process. Feel free to reach out to us with additional questions.
Rafael represents iTrust well! Rafael was able to correctly identify why I was having a recurring issue making my ACH transfers to fund my account (they were being blocked by the security features in my browser), guide me through disconnecting and reconnecting my bank account and making a successful funding transfer so I could make my investment purchase. He was friendly, personable, knowledgeable and helpful. This is the third time I have tried to fund my account and the third time it was blocked. His knowledge and support ... read more
Business response:
Thank you, Renee! We’re glad Rafael was able to identify the root cause of the issue and guide you through the necessary steps to get your account successfully funded. Please feel free to reach out with any additional questions.
A great experience A great experience with very knowledgeable and experienced support team. Made today’s transaction easy to do. Thank you.
Business response:
Thank you for the positive feedback, Charles! Feel free to reach out to us with additional questions.
Helped answer the question very quick Helped answer the question very quick Much easier speaking to a live representative than "virtual assistant "
Business response:
Thank you, Thomas! We're glad our team was able to assist you. Feel free to reach out to us with additional questions.
Great and prompt customer service Great and prompt customer service. He was very knowledgeable about my request and confident leading me through the process.
Business response:
Thank you, Jeff! We're glad our team was able to guide you through the process. Feel free to reach out to us with any additional questions.
To all readers To all readers, I was nervous about using my tax return information , until I was taught to use Adobe Reader and use a password lock on the transaction page. iTrustCapital then contacted me to ask what this password was. Knowing that no one else had access to the password gave me confidence to share personal information. I was given an iTrustCapital guide to text me through my process. I was experiencing setup difficulties. My guide was Francisco Mondragon, who was very knowledgeable and patient with me as he ... read more
Business response:
Thank you, Thayne! We’re glad Francisco provided knowledgeable guidance while helping you overcome setup challenges. 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 19,307 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.