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!!!

Danielli helped me through the next… Danielli helped me through the next step setting up an account for my wife. My first experience setting up my own was call after call and mail after mail. I think part of it is poor instruction, and part user inexperience. Whatever the case, this round seems to be progressing better than last. I would say there is still a lot of room for improvement in the onboarding process.

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.

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!

Help with a transfer I just opened an account with iTRUSTCAPITAL and had a few issues with some of my info being incorrect . I very much appreciated Julian's help with walking me through and editing the transfer forms to complete a transfer. Also had Ashley in an earlier conversation answer a few questions I was unclear about. So far, I give the support personnel at iTrustCapital very high rating. I appreciate talking to a human being as opposed to some AI bot.