Received competent Customer Support!
Initial funding of my wife’s new iTrustCapital IRA by transfer from another IRA a different financial institution was a little confusing to me at first, however Jonathan did a great job helping to straighten things out. I really appreciate it! It is so refreshing to receive Customer Support that is in the USA and is competent.
Great communication
Great communication, fast response’s. I have and will continue to recommend ITust Capital and its team.
Jett, a person that still has a courteous, personalized approach...
I recently had the pleasure of working with Jett to set up my Roth IRA, I couldn't be more satisfied with the experience. Jett was incredibly knowledgeable and patient, guiding me through the process. Jett's professionalism and friendly demeanor made what could have been a complicated process feel seamless and straightforward. I truly appreciated the personalized approach. Something you don't see often.... Thank you Jett for showing me courteous personalized approach, you gave me confidence it is still alive...
With the help of Andrew
With the help of Andrew, I was able to have my questions answered very quickly and efficiently. I had called while I was sick and Andrew was able to quickly understand my questions regarding my funds being transferred to my ITrust Roth IRA account. Our conversation was at most 2 minutes. Very helpful and made me feel very comfortable if I ever needed to call again for further assistance. Very happy with my experience being this is the first time I’ve ever had to contact ITrusts customer service.
Professionals
The representative who assisted me was very knowledgeable respectful explained everything in detail. I recommend everyone to open up an account with ITrust capital who is interested in investing in a traditional or Roth IRA.
Demi was great to work with
Demi was great to work with. She reached that there was an earlier time to Zoom. I am glad she did that. All went well and smooth. Thank you Demi for making our process for distribution easy.
Ally was super helpful
Ally was super helpful! Thanks
I thoroughly enjoyed working with Bobby…
I thoroughly enjoyed working with Bobby Pham. He was so helpful to complete the process of transferring funds from a Traditional IRA to my Roth IRA with iTrustCapital. I was able to complete the transfer form, but I could not have done it without Bobby's assistance.
I was helped by a nice gentleman name…
I was helped by a nice gentleman name Chris. It's a smooth process to withdraw i can understand all the security
Chad Poulos was very patient
Chad Poulos was very patient, helpful and made setting up our account very simple. Was very knowledgeable and made our experience a pleasant one