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.

Customer service was great! Chad Poulos was extremely knowledgeable, quick, and easy to work with when setting up my new retirement account. He answered all my questions and furthered his customer service with providing his own line if I had any more issues or concerns with the account. Thanks Chad!

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.

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.