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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 |
I wanted to do a distribution from my… I wanted to do a distribution from my IRA account and forgot how to navigate thru the itrustcapital dashboard. I contacted a itrustcapital rep (Chad V) and he went from start to finish on how,where and what to sign for my distribution. I am appreciative that Itrustcapital has a live breathing person to answer my questions instead of AI. Chad knowledge of the company policies is A+++++. Thank you for having your best take care of me! Jose Pagala Jr
Business response:
Thank you, Jose! We agree; having a real person ready to help makes all the difference, and we’re proud to have team members like Chad who go above and beyond for our clients.
Good job Bobby Good job Bobby. Thanks for your help today.
Business response:
Thank you for the kind words!
Julian is awesome Julian is awesome, he handled my questions with efficiency and swiftness. Appreciate the excellent quaiity of customer service! Thank you
Business response:
Thank you, Suzanne! We're glad Julian was able to guide you. Feel free to reach out with additional questions.
Romeo stuck with it to help resolve my… Romeo stuck with it to help resolve my issue. Thx Romeo
Always a good experience with customer… Always a good experience with customer service. I never feel rushed and always heard and understood. Thank you Josh for your help getting started today.
Business response:
Thank you, Sophia! We're happy to hear that you were satisfied.
Stacy Lui it was very helpful and… Stacy Lui it was very helpful and efficient to solve my problem!
Business response:
Thank you, Dawn! it is good to know Stacy was able to address your concerns.
Alyssa Ebner has been helpful with my… Alyssa Ebner has been helpful with my recent distribution request. Her guidance was clear for me to follow and provide the requested information to facilitate my distribution request. It was hassle free.
Business response:
Thank you, Robert! We're glad to hear that your experience has been hassle free thanks to Alyssa. Feel free to reach out to our team with any additional questions.
Romeo WOWI have called I have called. I trust a few times just to try to figure things out a little older now and although I ran a company with 300 employees, I had a secretary who handled a lot of stuff for me in the CFO but I have to tell you I trust has been outstanding and most particularly today with Romeo I had put in a transfer for $10,000 From Schwab to I trust yesterday and I put in another transfer for $10,000 from Schwab to I trust today and they were good enough to call me to be sure that wasn’t a mistake that I ... read more
Business response:
Thank you, Joseph! We’re thrilled to hear that Romeo went above and beyond to ensure your transfers were exactly as you intended. We appreciate your kind words.
The team was responsive and helpful Stacy and The team was responsive and helpful, and although I was a little concerned about my account being frozen, it certainly showed me that they are on top of protecting my funds
Business response:
Thank you! Being on top of our clients security matters is our priority. We're glad our team was able to help you out.
Frequently asked questions about iTrustCapital
How is iTrustCapital rated?
iTrustCapital has a 4.8 star rating with 14,482 reviews.
When is iTrustCapital open?
iTrustCapital is closed now. It will open at 7:00 a.m.