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!

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.

Excellent Customer Service Alex was prompt in answering my call and was very knowledgeable about the process of funding my account. Not only did he answer my questions, but also stayed on the phone with me as I filled out my template to ensure I got all the blanks and boxes filled in correctly.

Customer Service is on point I forgot I had an appointment with trust. Mark, the rep I was talking to was very kind and understanding. He quickly got me booked same day and got me taken care of. The experience was quick and easy. Thanks Mark

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.