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.

IRA Tollover Chad Poulos was very helpful in the process of establishing my IRA and the process of transferring funds to it. Despite delays in transferring the rollover Chad reached out several times to keep track of the process

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.

Great Service Julian and the rest of the Team at ITrustCapital are phenomenal. Julian and Sharon were extremely helpful and kind, it’s a pleasure to do business with ITC. Kindly, a very happy client. Ionel Marius D.

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!!!