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Daveed

07 February 2025, 06:15

  • US

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.

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Vincent capizzi

07 February 2025, 06:06

  • US

Great communication

Great communication, fast response’s. I have and will continue to recommend ITust Capital and its team.

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Patti MIlhaven

07 February 2025, 05:53

  • US

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...

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Sophie McLeod

07 February 2025, 04:09

  • US

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.

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Hector

07 February 2025, 03:52

  • US

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.

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Pink

07 February 2025, 03:38

  • US

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.

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David Wise

07 February 2025, 03:32

  • US

Ally was super helpful

Ally was super helpful! Thanks

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Ken Cargle

07 February 2025, 02:29

  • US

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.

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Tony Ogunjobi

07 February 2025, 02:21

  • US

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

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Eugenia Findley

07 February 2025, 02:05

  • US

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