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iTrustCapital
Thank you Alex a job well done
Thank you Alex a job well done. That was a fantastic experience knowing I made the correct choice in itrustcapital. Having actual people that are this professional is comforting.
I’ve had three substantive…
I’ve had three substantive conversations with folks at ITrust and each one has been helpful and smooth. The most recent was today with a guy whose name is Mo - although I and my financial advisor misunderstood his intro and kept calling him Mel. In any event, Mo walked us through the process of converting a portion of my traditional IRA to and ITrust Roth IRA. The ITrust AI bot advised me to make that call versus trying to do all that on-line. No was knowledgeable and helpful He helped us through the process with ease. Keep him happy
Working with Julian was a pure…
Working with Julian was a pure pleasure! Guiding me through the set with him was paramount. Would refer Julian to anyone needing great guidance.
Francisco explained many things I was…
Francisco explained many things I was curious about. I am very new to this and I am confident I made the right choice.
Andrew was extremely helpful
Andrew was extremely helpful - great customer service!
Painless process.
Bobby was great. Process was painless!
Fransisco was very helpful
Fransisco was very helpful, issue resolved
Fast and courteous service
Fast and courteous service
Shawn from ITrust was incredibly…
Shawn from ITrust was incredibly helpful. Every time I have reached out with a question, concern or a need the associates are perfectly considerate and clear with how to figure out what is the best path forward that are consistent with your needs and wants.
New PCA questions
David was extremely helpful in answering all my questions about the PCA account. Itrust always provides great customer support. Thank you! PS stoked to hear that a beneficiary feature is coming! So very needed In the industry! Bravo 👏
Both Darya and Stacy where very polite…
Both Darya and Stacy where very polite and professional.
ITtrustC is the right choice
Fantastic experience with ITrustC rep Josh B. After researching ITC, reading reviews, calling in with many questions - I found Josh B. to be patient & thorough with the PCA set up. Josh B. then followed up to ensure a successful set up & transfer. I clearly made the right choice.
Great customer service
David and Chris R played a big role in getting my funds expedited and into my account. Great customer service!
A quick thank you+
A quick thank you to Francisco for helping me with the funding process.
Great customer service with Francisco
Great customer service with Francisco. Walked me thru opening my PCA and funding it with a crypto transfer. Very satisfied
Great customer Service.
They have the best customer service.
Alyssa Ebner and Fuji Tan were very…
Alyssa Ebner and Fuji Tan were very helpful with my recent distribution request. Their instruction and prompt replies made the whole process hassle free. Overall, good customer service experience.
I had a minor IT issue
I had a minor IT issue. Due to work and my schedule I really couldn’t focus on resolving the problem. Mo with iTrust Capital made it seamless. He was patient with me and my schedule but at the same time took every initiative to call me and even text me, which was very convenient. Thanks to him the experience actually gave me even more confidence that my funds were in the right place. Thanks Mo
Brandon was awesome
Brandon, who was assigned to my account, was very helpful. He helped me track my fund transfer from another platform and ensure everything on iTrust's end was ready. Super helpful and appreciated! Thanks buddy!
Excellent Customer Support
I made a phone call to the iTrustCapital support team and was quickly and immediately greeting by a live customer support representative, Romeo. He was friendly, patient and gave me his full attention. His directions were clear and concise and made me feel immediately at ease and comfortable. Our conversation was never rushed and I felt like I was his most important customer. The iTrustCapital customer support team is excellent!
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iTrustCapital
Thank you Alex a job well done
Thank you Alex a job well done. That was a fantastic experience knowing I made the correct choice in itrustcapital. Having actual people that are this professional is comforting.
I’ve had three substantive…
I’ve had three substantive conversations with folks at ITrust and each one has been helpful and smooth. The most recent was today with a guy whose name is Mo - although I and my financial advisor misunderstood his intro and kept calling him Mel. In any event, Mo walked us through the process of converting a portion of my traditional IRA to and ITrust Roth IRA. The ITrust AI bot advised me to make that call versus trying to do all that on-line. No was knowledgeable and helpful He helped us through the process with ease. Keep him happy
Working with Julian was a pure…
Working with Julian was a pure pleasure! Guiding me through the set with him was paramount. Would refer Julian to anyone needing great guidance.
Francisco explained many things I was…
Francisco explained many things I was curious about. I am very new to this and I am confident I made the right choice.
Andrew was extremely helpful
Andrew was extremely helpful - great customer service!
Painless process.
Bobby was great. Process was painless!
Fransisco was very helpful
Fransisco was very helpful, issue resolved
Fast and courteous service
Fast and courteous service
Shawn from ITrust was incredibly…
Shawn from ITrust was incredibly helpful. Every time I have reached out with a question, concern or a need the associates are perfectly considerate and clear with how to figure out what is the best path forward that are consistent with your needs and wants.
New PCA questions
David was extremely helpful in answering all my questions about the PCA account. Itrust always provides great customer support. Thank you! PS stoked to hear that a beneficiary feature is coming! So very needed In the industry! Bravo 👏
Both Darya and Stacy where very polite…
Both Darya and Stacy where very polite and professional.
ITtrustC is the right choice
Fantastic experience with ITrustC rep Josh B. After researching ITC, reading reviews, calling in with many questions - I found Josh B. to be patient & thorough with the PCA set up. Josh B. then followed up to ensure a successful set up & transfer. I clearly made the right choice.
Great customer service
David and Chris R played a big role in getting my funds expedited and into my account. Great customer service!
A quick thank you+
A quick thank you to Francisco for helping me with the funding process.
Great customer service with Francisco
Great customer service with Francisco. Walked me thru opening my PCA and funding it with a crypto transfer. Very satisfied
Great customer Service.
They have the best customer service.
Alyssa Ebner and Fuji Tan were very…
Alyssa Ebner and Fuji Tan were very helpful with my recent distribution request. Their instruction and prompt replies made the whole process hassle free. Overall, good customer service experience.
I had a minor IT issue
I had a minor IT issue. Due to work and my schedule I really couldn’t focus on resolving the problem. Mo with iTrust Capital made it seamless. He was patient with me and my schedule but at the same time took every initiative to call me and even text me, which was very convenient. Thanks to him the experience actually gave me even more confidence that my funds were in the right place. Thanks Mo
Brandon was awesome
Brandon, who was assigned to my account, was very helpful. He helped me track my fund transfer from another platform and ensure everything on iTrust's end was ready. Super helpful and appreciated! Thanks buddy!
Excellent Customer Support
I made a phone call to the iTrustCapital support team and was quickly and immediately greeting by a live customer support representative, Romeo. He was friendly, patient and gave me his full attention. His directions were clear and concise and made me feel immediately at ease and comfortable. Our conversation was never rushed and I felt like I was his most important customer. The iTrustCapital customer support team is excellent!
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iTrustCapital
Thank you Alex a job well done
Thank you Alex a job well done. That was a fantastic experience knowing I made the correct choice in itrustcapital. Having actual people that are this professional is comforting.
I’ve had three substantive…
I’ve had three substantive conversations with folks at ITrust and each one has been helpful and smooth. The most recent was today with a guy whose name is Mo - although I and my financial advisor misunderstood his intro and kept calling him Mel. In any event, Mo walked us through the process of converting a portion of my traditional IRA to and ITrust Roth IRA. The ITrust AI bot advised me to make that call versus trying to do all that on-line. No was knowledgeable and helpful He helped us through the process with ease. Keep him happy
Working with Julian was a pure…
Working with Julian was a pure pleasure! Guiding me through the set with him was paramount. Would refer Julian to anyone needing great guidance.
Francisco explained many things I was…
Francisco explained many things I was curious about. I am very new to this and I am confident I made the right choice.
Andrew was extremely helpful
Andrew was extremely helpful - great customer service!
Painless process.
Bobby was great. Process was painless!
Fransisco was very helpful
Fransisco was very helpful, issue resolved
Fast and courteous service
Fast and courteous service
Shawn from ITrust was incredibly…
Shawn from ITrust was incredibly helpful. Every time I have reached out with a question, concern or a need the associates are perfectly considerate and clear with how to figure out what is the best path forward that are consistent with your needs and wants.
New PCA questions
David was extremely helpful in answering all my questions about the PCA account. Itrust always provides great customer support. Thank you! PS stoked to hear that a beneficiary feature is coming! So very needed In the industry! Bravo 👏
Both Darya and Stacy where very polite…
Both Darya and Stacy where very polite and professional.
ITtrustC is the right choice
Fantastic experience with ITrustC rep Josh B. After researching ITC, reading reviews, calling in with many questions - I found Josh B. to be patient & thorough with the PCA set up. Josh B. then followed up to ensure a successful set up & transfer. I clearly made the right choice.
Great customer service
David and Chris R played a big role in getting my funds expedited and into my account. Great customer service!
A quick thank you+
A quick thank you to Francisco for helping me with the funding process.
Great customer service with Francisco
Great customer service with Francisco. Walked me thru opening my PCA and funding it with a crypto transfer. Very satisfied
Great customer Service.
They have the best customer service.
Alyssa Ebner and Fuji Tan were very…
Alyssa Ebner and Fuji Tan were very helpful with my recent distribution request. Their instruction and prompt replies made the whole process hassle free. Overall, good customer service experience.
I had a minor IT issue
I had a minor IT issue. Due to work and my schedule I really couldn’t focus on resolving the problem. Mo with iTrust Capital made it seamless. He was patient with me and my schedule but at the same time took every initiative to call me and even text me, which was very convenient. Thanks to him the experience actually gave me even more confidence that my funds were in the right place. Thanks Mo
Brandon was awesome
Brandon, who was assigned to my account, was very helpful. He helped me track my fund transfer from another platform and ensure everything on iTrust's end was ready. Super helpful and appreciated! Thanks buddy!
Excellent Customer Support
I made a phone call to the iTrustCapital support team and was quickly and immediately greeting by a live customer support representative, Romeo. He was friendly, patient and gave me his full attention. His directions were clear and concise and made me feel immediately at ease and comfortable. Our conversation was never rushed and I felt like I was his most important customer. The iTrustCapital customer support team is excellent!
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iTrustCapital
Thank you Alex a job well done
Thank you Alex a job well done. That was a fantastic experience knowing I made the correct choice in itrustcapital. Having actual people that are this professional is comforting.
I’ve had three substantive…
I’ve had three substantive conversations with folks at ITrust and each one has been helpful and smooth. The most recent was today with a guy whose name is Mo - although I and my financial advisor misunderstood his intro and kept calling him Mel. In any event, Mo walked us through the process of converting a portion of my traditional IRA to and ITrust Roth IRA. The ITrust AI bot advised me to make that call versus trying to do all that on-line. No was knowledgeable and helpful He helped us through the process with ease. Keep him happy
Working with Julian was a pure…
Working with Julian was a pure pleasure! Guiding me through the set with him was paramount. Would refer Julian to anyone needing great guidance.
Francisco explained many things I was…
Francisco explained many things I was curious about. I am very new to this and I am confident I made the right choice.
Andrew was extremely helpful
Andrew was extremely helpful - great customer service!
Painless process.
Bobby was great. Process was painless!
Fransisco was very helpful
Fransisco was very helpful, issue resolved
Fast and courteous service
Fast and courteous service
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iTrustCapital
Thank you Alex a job well done
Thank you Alex a job well done. That was a fantastic experience knowing I made the correct choice in itrustcapital. Having actual people that are this professional is comforting.
I’ve had three substantive…
I’ve had three substantive conversations with folks at ITrust and each one has been helpful and smooth. The most recent was today with a guy whose name is Mo - although I and my financial advisor misunderstood his intro and kept calling him Mel. In any event, Mo walked us through the process of converting a portion of my traditional IRA to and ITrust Roth IRA. The ITrust AI bot advised me to make that call versus trying to do all that on-line. No was knowledgeable and helpful He helped us through the process with ease. Keep him happy
Working with Julian was a pure…
Working with Julian was a pure pleasure! Guiding me through the set with him was paramount. Would refer Julian to anyone needing great guidance.
Francisco explained many things I was…
Francisco explained many things I was curious about. I am very new to this and I am confident I made the right choice.
Andrew was extremely helpful
Andrew was extremely helpful - great customer service!
Painless process.
Bobby was great. Process was painless!
Fransisco was very helpful
Fransisco was very helpful, issue resolved
Fast and courteous service
Fast and courteous service
Shawn from ITrust was incredibly…
Shawn from ITrust was incredibly helpful. Every time I have reached out with a question, concern or a need the associates are perfectly considerate and clear with how to figure out what is the best path forward that are consistent with your needs and wants.
New PCA questions
David was extremely helpful in answering all my questions about the PCA account. Itrust always provides great customer support. Thank you! PS stoked to hear that a beneficiary feature is coming! So very needed In the industry! Bravo 👏
Both Darya and Stacy where very polite…
Both Darya and Stacy where very polite and professional.
ITtrustC is the right choice
Fantastic experience with ITrustC rep Josh B. After researching ITC, reading reviews, calling in with many questions - I found Josh B. to be patient & thorough with the PCA set up. Josh B. then followed up to ensure a successful set up & transfer. I clearly made the right choice.
Great customer service
David and Chris R played a big role in getting my funds expedited and into my account. Great customer service!
A quick thank you+
A quick thank you to Francisco for helping me with the funding process.
Great customer service with Francisco
Great customer service with Francisco. Walked me thru opening my PCA and funding it with a crypto transfer. Very satisfied
Great customer Service.
They have the best customer service.
Alyssa Ebner and Fuji Tan were very…
Alyssa Ebner and Fuji Tan were very helpful with my recent distribution request. Their instruction and prompt replies made the whole process hassle free. Overall, good customer service experience.
I had a minor IT issue
I had a minor IT issue. Due to work and my schedule I really couldn’t focus on resolving the problem. Mo with iTrust Capital made it seamless. He was patient with me and my schedule but at the same time took every initiative to call me and even text me, which was very convenient. Thanks to him the experience actually gave me even more confidence that my funds were in the right place. Thanks Mo
Brandon was awesome
Brandon, who was assigned to my account, was very helpful. He helped me track my fund transfer from another platform and ensure everything on iTrust's end was ready. Super helpful and appreciated! Thanks buddy!
Excellent Customer Support
I made a phone call to the iTrustCapital support team and was quickly and immediately greeting by a live customer support representative, Romeo. He was friendly, patient and gave me his full attention. His directions were clear and concise and made me feel immediately at ease and comfortable. Our conversation was never rushed and I felt like I was his most important customer. The iTrustCapital customer support team is excellent!
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