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The respone time to my issue was very quick they were on it, professional, courtesy and thoughtful.

I needed some support executing a IRA rollover to my iTrust account. I receiveda call from Romeo. He was very polite and professional. Romeo competently explained the rollover process. With Romeo support I was able to initiate the IRA rollover request exectly as he explained. Romeo then answered all of my questions regarding establishing a Roth IRA, funding methods and rules, tax treatments and distributions. Romeo took the pain out of the process. Job well done!!!

Mo/Mohannad was most helpful in assisting me with Roth conversion. He was friendly, knowledgeable and efficient. Appreciate it!

Josh was helpful walking me thru where I needed to be to find data and also about creating my buys. Courteous and well informed Bryce Larson

Francisco is the epitome of professionalism. He went out of his way to help me navigate Itrust app. I’m tech challenged so it has to have been frustrating for him to help. I plan to continue to DCA into Itrust for years to come and know that whenever I need help I can reach out to Francisco or someone else Itrust

Great assistance, great communication.. update the client through the whole process.

Romeo reached out to let me know about some new features with transferring funds into my account. Always helpful to get updated with new features!

I just did a back door Roth IRA conversion and the experience was so easy. It was so much easier than I was anticipating. Romeo was super helpful and knowledgeable and very pleasant to work with !! Great experience !

This guys saved my view on the current state of customer experience. Excellent service.

Experience w David was good

Alyssa Ebner & Joshua Cheban were awesome! They were great at communicating with me. I have not had 1 bad experience with iTrustCapital!

My experience with iTrust has been very positive. The app is intuitive and easy to use. I did have a funding issue my second year investing. My ACH transfer had an issue. I contacted customer service via phone, iTrust has a dedicated phone number to speak to a representative. My rep Francisco looked into the issue and got back to me via text message and phone call after 10min with a resolution.

I was having problems creating and activating my account. When I called in I spoke with Rafael. He was very polite and professional. He quickly helped me resolve my issues and stayed on the phone with me to verify, I could login into my account. He then informed me on how the the rest of the account setup would go and what I would needed to do. Thanks Rafael!!

Josh B was very helpful in setting up the custody account.

Romeo, helped me with all my questions and requests very professionally! His responses were well received and I would recommend ITrustCapital to my friends!!!

I have been with iTrustCapital for almost five years. Outstanding service. 12/02/25 -- Francisco solved an issue to help me finish the fund transfer into my account. Very knowledgeable and helpful Highly recomment iTrustCapital

Josh C. was fast and efficient in helping me with my distribution. He made the process easy and I appreciate the extra level of security in making sure my tokens are being sent to my wallet.

Romeo gave me all the info I needed and made sure to help me start and submit my rmd.

Romeo is the best ! Very helpful and kind

I've been with them for over 2 months now and the Customer Service is excellent. When I call them, they're always professional and extremely helpful. Also, the transfer and purchase of BTC is easy to carry out, on their platform. I'm very happy with them and would definitely recommend them, overall.