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Consumer

11 February 2025, 00:59

  • US

I’ve had a great experience with I…

I’ve had a great experience with I trust rolling over my IRA from Schwab. Jonathan did a great job helping me and my transfer has already happened. Nice work 👍

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D M

11 February 2025, 00:57

  • US

Distribution request

I had a distribution request Zoom meeting with Josh and he was very polite knowledgeable and professional, he made it easy and answered any questions I had. Thanks

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N A

10 February 2025, 07:18

  • US

Smooth and easy transaction

Smooth and easy transaction. Jonathan was great in assisting me

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Elżbieta Kielian

10 February 2025, 05:43

  • US

Sydney - right person in your company

I talked to very nice Sydney who helped me a lot to prepare my account for funds , very knowledgeable person and kind

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Eric

09 February 2025, 08:09

  • US

Jonathan from ITrust helped get a…

Jonathan from ITrust helped get a transfer of funds from another of my into my new ITrust IRA, all done quickly. He let me know as soon as the account was funded and ready to go. Great work!

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Mike S

09 February 2025, 06:38

  • US

I did my research on the best company…

I did my research on the best company to hold some of my IRA assets for cryptocurrency and itrustcapital came in number one. The process to open my IRA and transfer funds could not be easier. Jonathan at itrustcapital kept me informed on the transfer and funding process, which made me feel itrustcapital cares about their clients. Highly recommend.

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HAMILTON William

09 February 2025, 02:08

  • US

Mo Zeineddine -- outstanding support

Mo Zeineddine, iTrust Relationship Manager, was exceptional in helping me to unravel account creation issues. My phone number was deemed "incorrect" by the iTrust system and blocked my attempts. After several other tries, he very creatively suggested that I enter a different phone number (not mine). To my surprise, it worked. Throughout our extended phone contact, he was patient, thoughtful and easy to understand. He's a great relationship manager!

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Paul Molinaro

08 February 2025, 20:23

  • US

Called with a specific question and it was answered promptly

Called with a specific question and it was promptly answered with a very clear understanding of the situation. Greatly appreciated the knowledgeable and quick resolution to my question. Ayrton did a solid job and I will ask for him by name with any future questions.

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Raybo H

08 February 2025, 12:01

  • US

Johnathan and the rest of the team at…

Johnathan and the rest of the team at ItrustCapital was helpful in helping me get my account setup in a short timeframe. Appreciate it.

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Danny Dockins

08 February 2025, 08:55

  • US

Super helpful and knowledgeable staff!

Super helpful and knowledgeable staff!