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.

A1 customer service(CS) A1 customer service(CS), and dude actually heard me out and explained what I didn't understand. Definitely the best CS I've had in a while. ...Don't worry you DEFINITELY ain't gon get Diddy'd!!!

I had been trying to get my account setup I had been trying to get my account setup for over 3 weeks using email correspondence. I finally took to X and posted my issues. Sure enough within a few short hours Jared fixed my issue with the account and I so am grateful to have this resolved so quickly. On top of that, Johnathan then proceeded to give me the same white glove service every customer deserves! Now my account is sorted out and funded! I highly recommend this fantastic team.

Alyssa is great.She walk me through the… Alyssa is great.She walk me through the whole process as it’s my first time using zoom meetings. One thing I would suggest is may be Itrustcapital can have a more clear instructions for this process for someone not done this before.

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!