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.

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!!!

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!!!

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.

Greetig was very polite and Jonathan… Greetig was very polite and Jonathan was very helpful with my rollover from my 401K. He was knowledgeable and efficient in solving my problem. Definitely need people like Jonathan he represented ITrust Capital very in a professional manner. Keep up the good work!!