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.

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.

Kudos to Courteous Service I was pleased to be served by Jonathan this afternoon. He was courteous and knowledgeable to guide me through the iTrust platform as I am a novice, I especially appreciated his patience. I feel confident to seek help should I need further assistance.

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.