Joseph Kim was lightning fast at… Joseph Kim was lightning fast at resolving my issue of connecting to my bank account. I was then able to add funds to my account. ITrust Capital is very responsive to any concern and I highly recommend them.

Customer service request Alyssa made the process easy for me and walked through the steps with me. I called and my request was expedited! I can’t even believe how wonderful her customer service was. I wish every company was like this. They treat you like family. Thank you Alyssa at iTrust Capital for your care and concern regarding my account.

Relationship manager Jonathan Kim was… Relationship manager Jonathan Kim was very helpful with my 2023 Roth contribution that I made on April 14th.On the 16th I found out it didn't go through because of the way I transferred the funds. When I tried to fix it, their system would only let me contribute for 2024. I live in a county that had a flood disaster. The IRS granted us an extension of several months for our taxes and IRS contributions. After verifying the extension with the IRS, Jonathan was able to get my contribution year changed to 2023.

Julian was fast and efficient Julian was fast and efficient. I've use this company for several te h support needs and they are great every time! Easy, fast, and always get to resolution!

Overwhelmed with converting IRAs over I was overwhelmed with switching my traditional IRA to a Roth IRA within my iTrustCapital account. Jonathan was super easy to get in contact with and resolved my issue quickly. I have never experienced being able to directly call or text with an agent of such a large company and it made all the difference to have a direct line of contact. 100% happy with my experience with iTrustCapital!!!