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.

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!

Great Hospitality CSR, Danielle, was very kind and forthcoming with the next steps to fund my new account. I was pleasantly surprised that I even received a call. Typically these days, you create an account and do your business without even knowing if anyone is paying attention. It made me feel valued as a client that they took the time to check in.

Excellent Provider for a Gold, Silver, and Crypto IRA I was so excited to finally find a Crypto, Gold, and Silver IRA. The company has constantly improved on their offerings and the website is easy to navigate. Today I am transferring a Roth IRA from another company (a great brokerage but it does not give me access into an IRA except for stock investing) to iTrustCapital.This has been a very easy process and I was charged a reasonable fee to do that. I did need to contact customer service because I uploaded the wrong page of my transfer form. The customer service person that took my call, Pooya Ferasati, was very knowledgeable and courteous. Pooya helped me with a new upload link for a signature page needed to process the transfer. Voila’ it was done! Wonderful!