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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 |
Aaron was very courteous and… Aaron was very courteous and knowledgeable. He helped to figure why I was having hard time login to my account and how to fund my account faster than the ACH system Thank you
Business response:
Thank you, Ali! We're glad Aaaron was able to resolve your issue with your account login and funding. Feel free to reach out to us with any additional questions.
Chris Lee and Lindsey Colon were great! Chris Lee and Lindsey Colon were very professional and patient with me in helping to correct my issue! In 11/25, I mistakenly opened a ROTH IRA acct and was forced to convert it to a new PCA acct before tax due date of 4/15/26. The paperwork and process were made simple and their attention to detail was fantastic. I look forward to being an iTrustCapital customer for a long time!
Business response:
Thank you, Mike! We’re so glad to hear that Chris and Lindsey provided support while helping you correct your account situation. We truly appreciate your trust and look forward to supporting you for many years to come.
IRA rollover questions Rafael was knowledgeable and friendly, answering all my questions and concerns regarding a ROTH IRA rollover.
Business response:
Thank you, Jeremy! We're glad Rafael was able to answer your questions regarding the rollover. Feel free to reach out to us with any additional questions.
Romeo was very friendly and… Romeo was very friendly and professional.
Business response:
Thank you for the positive feedback!
Patiently walked me through the website… Patiently walked me through the website for the information I needed
Business response:
Thank you, Harry! We're glad our team was able to walk you through the information you required. Feel free to reach out to us with any additional questions.
I called iTrust to get information on a… I called iTrust to get information on a tax matter & spoke with David. He was professional & friendly & answered my question thoroughly.
Business response:
Thank you, Al! We're glad David was able to thoroughly assist you. Feel free to reach out to us with any additional questions.
Knowledgeable customer service Knowledgeable customer service. Rafael did a great job walking me through the process of rolling over my pension.
Business response:
Thank you, John! We’re so glad to hear that Rafael provided knowledgeable support and did a great job walking you through the process. Please feel free to reach out with any additional questions.
I learned about your company from… I learned about your company from someone else and yesterday I called and I spoke with Rafael. I told him that I was interested in learning some more information about your company and he provided me with some links which I'm going through today and once I'm finished with the links then I will be reaching back out to him with any possible questions that I may have.
Business response:
Thank you! It’s great to hear Rafael provided helpful resources for you to review as you learn more about us. We look forward to answering any additional questions you may have once you’ve had a chance to go through the information.
Set up and transfer Contacted Josh B who told me how to set up my account. He text me and told me to call him when I was ready to transfer my funds. Josh walked me though every step and made the entire process smooth and stress free.
Business response:
Thank you, Nathan! We’re so glad to hear that Josh guided you through setting up your account and was there to walk you step by step through your fund transfer. 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 17,754 reviews.
When is iTrustCapital open?
iTrustCapital is open now. It will close at 5:00 p.m.