iTrustCapital Reviews
Don't just take our word for it, our reviews tell the story.
John Machin on Google
Jessica provided outstanding customer service. She was able to answer all my questions and provide guidance with my transaction. It was truly a pleasant experience! Many thanks!
Elaine Lee on Google
I am really appreciate Chad had been helping me since I join ITrustCapital , answering questions, thank you for your patience Chad , and the professional support
Julian Williams on Google
Alex’s SERVICE from iTrustCapital was REMARKABLE… 5 STARS. - Julian Williams
Virginia Heppner on Google
Alex was super helpful and knowledgeable. I appreciate such great customer service!!
Ronald R Stewart on Google
Jonathan was very helpful. I was happy he picked up right away with no waiting. He knew his way around the site and my problem was solved quickly. You should have your tech team resolve the problem on the benefiaries page for a lighted box.
Ellen Monfeli on Google
Being unfamiliar with the transfer of funds process, Jimmy Herrera made the transition easy to follow and understand. His call was prompt and the whole process took only a few minutes. Thank you for your help.
Gary Brenner on Google
Alyssa was professional , efficient and courteous .Employees like Alyssa make ITrust Capital a 5 Star organization !
Nomitz Pinky! on Google
Alyssa provided marquee customer service and even was considerate enough to get my appointment in earlier. Alyssa represents the highest ethical and customer service standards one could hope for. Itrust is to be commended for hiring such a special employee.
jocelyn s kane on Google
MARK was very attentive. He certainly was concerned and very accomodating about my needs to finish n complete the transaction. He is a 20 out of 10.
Michael Anthony Gutierrez on Google
Excellent customer service! Very timely and helpful advice! Thanks so much Jessica Lezama!
Marcus Pokorny on Google
Brenden was very knowledgeable and polite. He answered all of my questions and didn’t waste any of my time.
Jacob Yokom on Google
iTrust has been great to work with. Support is fantastic. I’m able to call and talk to a human very quickly and have my questions answered.
Mary Beth Watson on Google
Shawn Kay was incredibly helpful and so patient. It is so nice to talk with a knowledgeable and professional person that we can understand!! Big thanks to iTrustCapital and their customer service! Big thanks to Shawn Kay also!
Kimberly Wiseman on Google
Grace was extremely helpful!! Five days later Shawn was extremely helpful as well. iTrustCapital has a wonderfully team! Thank you very much!
Joseph Millar on Google
Joseph Kim was an excellent help in the process of setting up a Roth IRA and answering all of my detailed questions. His customer service was superior, which is why I decided to go with iTrustCapital vs. BitIRA. BitIRA did not have a specialist available to speak with me when I called. They said the specialist would call me back. I waited over two hours for a callback but never received a call from BitIRA. That's when I called Joseph right back at iTrust, and he helped me over the phone step-by-step to set up my new Roth IRA account online.
Carl G on Google
Mark Morales with support was more than helpful. The interface, the options, the staff.. everything is crisp and easy to do what needs to be done. Great company
Joshua Hoy on Google
Brendan nailed it: knowledgeable, courteous, efficient. ⭐️⭐️⭐️⭐️⭐️ - Josh H.
Cheryl Startz on Google
Great customer service! Lindsey answered all my questions, put me at ease, and took her time to explain in detail all of the things I needed to know.
Eric Scheibeler on Google
Had excellent customer service from Jonathan. Everyone at Itrust that I have interacted with has been very helpful, knowledgeable and professional.
Stephen Gore on Google
Danielle was extremely helpful in helping me retrieve some money I had mistakingly wired into an account ! She was able to expedite retrieving my fund,,,, Thank you again Danielle 🙏
Phil on Google
I received great service from Jonathan who was able to answer all my rather complex questions and help me with my concerns which involved moving money from my other Roth IRA account and the issues and questions i had around it - he stuck with me while i opened up the account and explained patiently the process as well as provide practical guidance to get this account created and set up. Also this company provides very valuable service to us. Thank you Jonathan and Itrust Capital!
Greg Bales on Google
I’ve been using Itrust for over 2 years and very happy with the overall experience. Called today with a question about opening an additional account and Alex promptly answered my call and took care of my questions professionally and quickly. I have recommended Itrust to friends as well.
retpal on Google
So far great service. Of course too early to tell but Jonathan Kim service rep was great help.
Ravi Kaza on Google
I had prompt response to my question and was guided through the web portal easily .
Gus Irizarry on Google
Called in and spoke to Jessica, made my partial rollover request so simple it was over and done in 4 minutes. It should always be this simple. Thanks!!
Brian Re on Google
Joseph Kim is a Great representative at iTrustCapital. He answered all my questions and guided me through. He is definitely a great asset to the company…
Robert Love on Google
Mark is amazing. Very helpful and friendly answered all my questions. Im a huge ITrust fan. Thank you.
jess gillespie on Google
Shout out to Grace A. at Itrust capital and her excellent customer service. I called and needed help with a 401k rollover and Grace took the time to assist with a conference call to complete the transaction.
Ariel Cartwright on Google
I worked with Jonathan K. twice now via customer service support with iTrustCapital, and I have had all my questions answered and problems solved within a timely manner. Thank you for the timely support!
Caitlin Jones on Google
Pooya was very professional and helpful. My issue with 2FA was efficiently solved thanks to him and the great customer service at itrustcapital.
James Ware on Google
I called regarding and issue with funding my account. I talked to Alex for assistance. Alex resolved my issue in no time. Very pleased with my service from ITrust Capital.
Jared M on Google
They are always very professional and timely with all responses and communications. Mark Morales is great!
Canelli on Google
Darya Pirzadeh was very helpful and courteous to work with. Very good experience and representation for you company
Scott Uline on Google
I am new to iTrust Capital and needed help setting up a traditional IRA. Chad was extremely helpful and patient through the process. I highly recommend iTrust Capital and if you need help ask for Chad. He is great help!
John Dzendzel on Google
iTrustCapital has been great. Their customer service is top notch as I have dealt with them several times and never had any issues. They are always professional, courteous and never keep you waiting.
Bruney on Google
I was having login problems, and I reached out for help and received a reply from Jessica with their customer relations team. Received excellent service and she resolved my problem very quickly. So glad I am using iTrustCapital.
Mario Rosati on Google
Jeremy was so helpful fixed all my mistakes and put me at ease...I'm so thankful everything went through easily
Vishaal Mathur on Google
Chad Poulos made my experience outstanding. The first time I talked to him, he was friendly, sincere, and genuinely wanted to help me get my questions answered. When I called back, he remembered who I was and we picked up where we left off. It was very helpful to talk to someone who was knowledgeable and supportive. I had a similar experience with Ryan (don't know his last name).
Chris DAmico on Google
Excellent platform and company, and great customer service. Shawn and team have been amazing to work with.
Francois Theron on Google
Darya was very professional, knowledgeable, and a great help. Thank you.
Kajsa Novembre on Google
Excellent and individualized customer service. Jonathan was amazing and helped me through my 401k rollover.
Joe Brester on Google
Ashley was nice and patient with me. It took me a little while but she got me through it without me being frustrated.
Jack Hudspeth on Google
I was having problems until Jonathon started helping me. It went quite well after that and I got my account opened. He is an asset to itrustcapital. Jack Hudspeth.
Lynnette Hudspeth on Google
Jonathon Was so very patient while helping me set up my ROTH account. I am elderly, so I require extra help and he very willingly gave it. He is certainly an asset to the company and to the customers. Sincerely, Lynnette Hudspeth
Mark Solie on Google
Chad Poulos was very helpful throughout the process of rolling assets from another fund into my i Trust IRA
Karl Kriegermeier on Google
Darya Pirzadeh was very helpful in assisting me with account as I have poor computer skills.She walked me through the process step by step!
Alvaro Lima on Google
Ben provided excellent customer service today. His understanding of the platform, the app, and subtle nuances of funding the account was awesome.
Jay on Google
The Support Specialist was extremely helpful and a pleasure to speak with. He understood my situation and guided me successfully to the outcome I was trying to achieve. Thank you!!!
Courtney Pressler on Google
Brendan was great! Thoroughly explained everything for me and helped me set up my account!
Thomas Dudek on Google
The phone was answered very quickly. Shawn listened to my question and immediately had my answer short, sweet and simple and informative very easy to work with thank you!
Travis Bain on Google
Awesome company and fantastic customer support!!! Alyssa really helped me!!!
David Hood on Google
Ben is very helpful and I feel He went above and beyond to solve my problem.
Chris Schwanke on Google
I had an appointment today with iTrust and completely forgot. Mark gave me a call and got me set up same day. He was very understanding and kind. The meeting was quick, easy, and Mark was very helpful during the whole experience. Thanks again Mark
Niko Nasimi on Google
The representative From I trust capital was very helpful stayed on line for a long while to make the transfer of funds from T Rowe price
TIM RITCHEY on Google
I have been working with iTrust capital now for a few years and a highly recommend them. This is a very professional company with real people at the helm. Today I worked with Ben who actually had a sense of humor and helped me take care of a an issue with funds that got stuck in a transfer from another 401k. Ben is NOT a financial advisor. He said so himself but he gave me the options and I'll make my own decisions on how to allocate my funds. Thanks iTrust capital.
Ellery Ortiz on Google
Ben was extremely helpful with his services. He went out of his way to make sure I had the answers I needed so I could move forward with confidence.
AC “Cherie” He on Google
Alyssa EBNER is very professional and very helpful. I will reach out to her if I need anything.
Chad Bartulis on Google
Jessica was very friendly and helpful in guiding me through the steps necessary to get funds from another Roth IRA into the one I have at iTrust.
petros dertsakyan on Google
Mustafa was great! He helped resolve some issues I had with transferring my funds. Thanks so much for being helpful.
Blooming Lotus Shoppe on Google
Alyssa provided excellent customer service. She was friendly, professional, knowledgeable, and efficient. Thank you!
Denise K on Google
I had the best experience with iTrustCapital. It was very easy to open an account and transfer funds to the account. I would definitely recommend iTrustCapital to anyone interested in opening a Roth account.
Kassie Anderson on Google
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!!!
Jonathon Cole on Google
Ben was very helpful in answering all of my questions so that I could move forward with a rollover into iTrust Capital.
John Saliture on Google
Jonathan was amazing. Super helpful and professional. He solved my problem right away. Thanks
Russell Hutchins on Google
Called and spoke with Jonathan and he was able to clear up my issue within minutes without any hassle whatsoever. Thank You Jonathan
ReShard Bell on Google
Jessica Lezama was absolutely incredible helping me feel comfortable with my account being securely locked down. She really and truly just made it easier for me to sleep at night knowing my family's future finances are in great hands!!
Scott Fennimore on Google
I contacted iTrustCapital for assistance with a referral issue. Unbelievably, the wait time to speak with an actual human being was not very long. I spoke with Darya Pirzadeh and all of my needs were addressed and solved very quickly. Thank you Darya!
Kurt Szempruch on Google
For starters, I’m very happy I made the decision to roll my 401k into iTrust. They make it simple and it’s been very successful for me. Secondly, their service has been great whenever I had a question or concern it’s been promptly addressed. I continue to refer friends of mine to iTrust.
Randy Stearns on Google
Had help from Ben with a roll over. Everything went great, appreciate all his help. Nice to talk with a live person.
Beyondthenorm on Google
Jimmy was amazing. He was very professional & cooperative. He explained to me exactly what I needed to do. He had a very thorough understanding of exactly where I needed to go on the iTrustCapital platform. Nothing but the best to say. So glad I moved my holdings over to I trust.
Frank Alamilla on Google
Jonathan was so helpful and knowledgeable. Thank you for your help.
PB Videoguy on Google
Alyssa was fabulously organized, making an urgent transfer from my iTrust Traditional IRA to my credit union as smooth as possible in a very short 10 minute period. Great job!
Brian Richardson on Google
This companies customer service has been top notch. Highly recommend by myself
Andres Eguiguren on Google
The video verification needed for distribution of funds was quick and easy if you have the necessary information handy. The relationship manager assigned to the task, Alyssa, was friendly, patient, and efficient.
Ruth Scharr on Google
Ben, Helped me to get my transfer forms uploaded to my account. He was very patient. He also answers when you call for help. I am very grateful that there’s someone there to walk me through filling out these forms online.
Barry Heminger on Google
Jimmy had been a pro since I've been involved with ITrust. I'm tech handicapped but Jimmy helped get me through every step of the process and made me very happy. Good job for a kind and caring person. Excellence is easy when you care! Barry Heminger
Brian Flaherty on Google
Very helpful customer rep. Helped me with what i needed to get done.
Christopher Schneider on Google
My service tech Zack (Zach?) was patient, courteous, followed up, listened to my asks, and is a 5 star human. Thank you Z, and thank you iTrustCap!
Eric Zabelin on Google
Jonathan was very helpful assisting in setting up my Traditional IRA with iTrust Capital, everything went very smooth ! Thank you Jonathan !
Soozle K on Google
Mark Morales of trust was timely, pleasant and handled the transaction efficiently. I truly appreciate his assistance and trust has been a pleasure to deal with in general.
Debra Gabay on Google
I am still trying to fund with ITrustCapital. ITrust has done what they need to do but my bank has been annoying! I spoke to Joseph about faxing the request again. (my bank did receive the first request but decided to ignore it!) . He said he would have them send the fax again today. He also gave me information about the difference in Roth IRAs and regular IRAs and he was very helpful as well as patient. Everyone I have spoken with at ITrustCapital has been helpful.
k hud on Google
Ben was helpful and diligent and getting my issue resolved. Thank you so much!
Lori Adams on Google
Darya was very helpful and patient. I appreciate that very much. Working through the financials has been confusing since the loss of my husband and having someone guide me through this with understanding and patience is most appreciated. Thank You
Brian Nichols on Google
Alyssa did a wonderful job being patient with me and she was most helpful. Wonderful experience with the company overall as well
ladybug644 on Google
Whenever I call, they answer the phone right away! Alyssa’s customer service was wonderful! I can’t believe how fast the whole process was! I trust them to do business with and handle my accounts EVERY TIME!
Dennis Platt on Google
Brendan understood my situation and quickly gave me what I needed to resolve my issues with the transferring financial institution.
Angela Hui on Google
Jonathan was very helpful and courteous. He understands the iTrustCapital well and was quick in resolving my issues with fund transfer.
Suzann Brosman on Google
Ben and Jonathan were very helpful and knowledgeable. Ben told me to buy myself something nice in Australia 😃
Glenn Arndt on Google
Jimmy helped me with an IRA distribution via a zoom call. He was very helpful and supportive since I'm not familiar with zoom. Thanks. Constance.
Au Nguyen on Google
Customer Service is a wonderful experience. Chad answered all my questions and was very helpful. Looking forward to working with Chad. Thanks!
ty gebhardt on Google
I love iTrust Capital as a company and their offerings. Their customer service group is very knowledgeable and helpful. Today I talked with Chad and he guided me through a process simply!
kevin campbell on Google
Ben guided me through the process of setting up an account. He was patient and kind and that matters when someone is struggling to get something done. Thanks Ben!!
ALEJANDRO FORMARIZ on Google
My wife and I are very pleased with I Trust Capital, we are looking forward to multiplying our retirement account with the plan we chose. We are also very happy to have been serviced by Jessica Lezema, she was absolutely helpful and very kind, Jessica is very knowledgeable about the products that I Trust Capital has to offer. I will recommend her service to all my family and friends for sure! One more thing that was very nice, she is bilingual and her service in Spanish was great!
ANDREA PC on Google
La asesoría que nos dio Jesicca fue excelente, nos explicó muy bien todo el proceso para crear la cuenta en ITrustCapital y todas las ventajas que tiene al tener el dinero para el retiro con esta compañía. Gracias Jesica por estar siempre pendiente y colaborando nos en este proceso y lo mejor de todo a mi me ayudó hacer todo en español 🤗
S Kim on Google
While the 2FA reset was smooth...thanks to Jonathan's patience, his ability to explain why ACH deposits compared to wire transfers may differ when it comes to distribution seemed to make my day
Rachelle Sheffer on Google
Brenden was very helpful and made my account setup very easy. I reaally appreciate that he was very thorough in explaining how the transfer works.
Bryon Horak on Google
Chad is always available to answer my questions in a timely manner. Keep up the good work! B.Horak
Mike Mike on Google
Jessica took the time to listen to my issue and VERY SWIFTLY fixed it. I know that this is not always the case from my experience with other companies, very thankful for Jessica’s professionalism and attentiveness! She is definitely the standard!
Matt Johner on Google
Chad was amazing. Helpful and knowledgeable. I really appreciated his quick assistance
Fab Fran on Google
Received call from Ben and Chad within 24 hours of opening my itrust account. They offered to help walk me thru completing the process. I started the transfer in a matter of minutes. Excellent customer service🙏🏽✨⭐️💫
William Diaz on Google
Great service and the issue was resolved. Jessica informed me on how and when the issue was going to be resolved.Thanks!
Michael G on Google
Ben was GREAT, took his time explaining things to me and went the extra mile, really appreciate all his help AAA+++
Kent Marcum on Google
I enjoyed and was more than satisfied with the service that Jessica provided me today. Alex has also been helpful throughout the process of getting my accounts in order! Kent Marcum
Cindy Weeks on Google
Opening an account with iTrustCapital could not have been easier. Jonathan was very knowledgeable and took time to show me the tools in the site.
Jorge A on Google
Fantastic service! Alyssa was very knowledgeable and patient in walking me through the process of a one-time distribution. Thank you, Alyssa!
J B on Google
I had a question about my Roth funding. Lindsay was able to answer all my questions, and took care of everything! Satisfied customer since 2021.
Kelly Muthiora on Google
Experience has been nice. They have been patient with me. Provided directions which were easy to follow regarding transferring money into Roth IRA. Overall good experience
Karl Nguyen on Google
Top notch customer service at the speed of light. Friendly knowledgeable professional dependable customer service. If you are in need of an IRA account I highly recommend iTrust Capital for your retirement need. You're going to love it.
Sharon Cartee on Google
Mark is very professional, knowledgeable. Easy to talk with. Very patient. He stays with the task at hand until it is completed. In my opinion he is number 1!!!
Elizabeth Ordillas-Espinas on Google
What a less stressful day today after speaking to Ms. Grace Avina, a very courteous, patient and professional support representative from ITrust Capital. I’ve been having tech issues with our account for days. After several attempts I sought help and she was very patient and I was never rushed like other companies’ rep usually do. Our fFirst call was cut off on my end but she called right away to make sure that my issue is resolved. Thank you Grace and thank you, always to ITrust Capital. You guys are the best!
Steve Butala on Google
I was unable to access my account. I use the Authy MFA authenticator with my login but the web site kept stating, "the code you entered is invalid". Ben from iTrust Capital handled my call and did a great job getting me quickly reconnected. My account was just fine. Thank you Ben for your help.
Thomas Wise on Google
Ben was great to work with and walked me thru all issues. Great customer service
Lance Rodgers on Google
Thanks Jonathan for your help with walking me through and validating my configuaration for the Roth 401k deposit.
Justin Edick on Google
Ben was a phenomenal representative, who is knowledgeable and professional. Great experience, thank you iTrust and thank you Ben
Teresa Dilworth on Google
I have had a great experience with Brendan Lee helping me from iTrustCapital's customer service today! He answered all my questions and concerns, was very knowledgeable in helping me move forward and then also very patient in helping me with my computer technical difficulties. Thank you Brendan and the great iTrustCapital team!
John Smith on Google
Very excited and nice to work with Hope you keep that type of personality in your workforce help me even though I kept messing things up with cheerful appreciations
Jerome Jenkins on Google
The customer support and service is awesome Ben walked me through everything. Great experience. Everyone was very helpful!
Brett Zandes on Google
As a current CEO, and former consultant I have had the rare privilege to be around top-level companies, systems and people across many industries including large business, huge non-profits, professional sports teams, athletes and more. I would include I-Trust Capital and Joseph Kim in this group of top-level entities. The customer service is off the charts, the fees are very low, the system is so simple. I would highly recommend and have regularly recommended I-Trust Capital and Gregory to friends, family, and acquaintances alike. Love you guys!
John on Google
Itrust has been a great experience! Very easy to use and get help if needed . Alyssa was great and helped immensely in my business conducted .
Cee Jay on Google
Chad was so helpful with the process of transferring my IRA from traditional to Roth. He was very patience, understandable and reliable!
Sean McGuinness on Google
I am happy to provide a well-deserved review of my experience working with Jonathan Kim at iTrustCapital. As a customer, I have been consistently impressed by Jonathan's exceptional service, unwavering helpfulness, and genuine friendliness. When I found myself in a time crunch to deposit funds with iTrustCapital, Jonathan went above and beyond to ensure a smooth and seamless process. His responsiveness, both online and over the phone, was truly remarkable. He took the time to understand my unique needs and requirements, and worked tirelessly to find the best solution for me. What truly sets Jonathan apart is his warm and personable approach. Despite the often impersonal nature of financial transactions, Jonathan made me feel valued and appreciated as a customer. His friendly demeanor and genuine interest in my needs created a level of trust and comfort that is rare to find in the financial industry. Based on my exceptional experience with Jonathan and iTrustCapital, I have no doubt that we will be using their services for many years to come. I look forward to a long and lasting relationship, knowing that I can count on Jonathan and his team to provide the highest level of support and guidance. In conclusion, I wholeheartedly recommend Jonathan Kim and iTrustCapital to anyone seeking a reliable and trustworthy financial partner. His dedication to customer satisfaction and his unwavering commitment to excellence makes him a true asset to the company and a valuable resource for clients like myself. Thanks Jonathan!
Clint Oliphant on Google
iTrust has been nothing short of amazing when it comes to customer service. Jonathan has walked me through the process of rolling over my IRA to a Roth step by step. I'm very impressed by the detail, professionalism and friendliness of the entire experience
Perry Cameron on Google
ITrust Capital was extremely professional & courteous in replying to my question concerning my Roth IRA. I had a very important question about my Roth IRA and Jonathan Kim responded within a couple of hours. That's what I call 'Customer Service'!
Emily Schobel on Google
Mustafa was very helpful in clarifying the steps I needed to transfer money over from a previous account. I am new to this process and appreciated how concise his instructions were. Thanks again!
christina e on Google
The customer service was Great ! I am glad this company is there to help people . It is great !
Dwayne Thompson on Google
I was having difficulty linking my bank account for ACH transfer, so I decided to send a wire instead. I contacted customer support for assistance and Mustafa Zeineddine was very helpful in assisting me with my incoming Roth IRA wire. Highly recommend iTrustCapital. Their customer support is excellent.
David Molina on Google
Their service support is just awesome. Waiting in line is a few minutes and they are always ready to help and get things done. Please don't change this good service, I already have horrible experiences with exchanges' customer supports centers.
Mr. Rose on Google
I had been dealing with a login issue for the last few days and broke down and made a call to iTrustCapital. Jonathan helped me resolve my issue and get me back on track. Thank you Jonathan!
Amy Lloyd on Google
I’ve been working on transferring my IRA to iTrust Capital. Brendan was extremely helpful in making sure all of my documents were complete and uploaded.
Christopher on Google
Yes the Itrustcapital is the best for retirement, money can grow before you retire.. very ositive more should join..
Robert Michael Mena on Google
Ben was great on the phone both professional with extra mile effort and friendly!
Jerry Aldridge on Google
I appreciate Ben so much for all his help this morning. You encouraged me!!!
Raymond McCready on Google
Darya Pirzadeh went above and beyond in assisting me getting my paperwork submitted timely to Etrade in a Rollover move. I am highly pleased with the customer service today!!👍🏻😁
Mike Johnston on Google
I was panic stricken on April 15th (tax day) because I had accidentally overfunded my 2023 Traditional IRA on line and Shawn did a terrific job of helping me fix my mistake and allocate my available funds between a 2024 Roth and 2024 Traditional IRA.
Jim Flathman on Google
Ben was very helpful in explaining the specifics of my rollover request.
Ghotiman2 on Google
My contact person with I Trust Capital was able to walk me through my issue step by step. Their advice allowed me to correct my issue quickly. One of the best customer service experience I've had in a long time.
Leea Arnold on Google
Ben was very helpful today funding my IRA and I greatly appreciated not having to talk or deal with a bot or computer to solve my problem.
Casey Broderson on Google
Ben was so helpful, knowledgeable and nice. Answered all my questions efficiently
Cari Marken on Google
Ben was amazing, and really helped me to understand what I needed and was very kind and professional to talk with and work with.
John Dumont on Google
Ben was very polite and patient and did an excellent job answering my questions
Anthony LoCascio on Google
So far so good. I only recently started my account. That said, it was super quick and easy to setup. I really like to blockchains they have available for me to invest in and the fees are super affordable for someone new to the space. I always recommend calling around. Hearing what options are out there and then making the choice that makes the most sense to you. Ultimately, making any Investment is really a personal choice that is different for each individual depending on their own unique situation
Charles Powell on Google
Chad was very helpful, informative, and patient with me while I was asking questions and going through our process.
Ryan Morrison on Google
Alex, has gone above and beyond with helping me. I’ve never had better customer service in my life. 10/10. Thank you.
RollingRueda on Google
Ben is an absolute hero! Never failed to deliver! Promote this man!
Tiffany Wang on Google
Jonathan was very helpful and walked me step by step through to solved my issue! Great customer service experience! Thank you!
Kim Garrett on Google
I called them and Jessica was super helpful and walked me through the steps I needed to do to transfer my funds over. Super helpful and it was easy!!
Kenneth Rosales H. on Google
Easy set up with the help from Jonathan Kim at iTrustCapital, can't wait to start trading and making money.
TheTraverser on Google
Very helpful and informative folks here. They followed up even tho they didn't need to just to make sure I was informed of a transaction I had made the day prior. Alex was pleasant to work with over the phone.
Jason Dizon on Google
Ben and iTrustCapital are really great and knowledgeable. They are very supportive of their customers.
Philip Miller (CryptOldCodger) on Google
I've been having problems with ACH transfer since I-trust switched from plaid to their new verification service. Since time was running short to get my contributions posted b4 the deadline, Ben, literally, walked me through a wire transfer to be sure I got it done on time. Thanks Ben! Saul Goodman!
Andy DeSimone on Google
Darya was extremely helpful in getting my accounts set up and lead me through the entire process. Awesome to work with her!!
Ron Geb on Google
Grace Avina did a fantastic job with finally getting me signed into my ITrust account. I have tried unsuccessfully to finish my account over a period of two to three years with other people. She is truly a gem.
Ardalan Alizadeh on Google
It is because of associates like Pooya Ferasati that I love doing business with itrust Capital. Pooya embodies the epitome of exceptional customer service. From the moment I engaged with him, his courteous demeanor set a welcoming tone. His empathetic approach made me feel heard and understood, transforming a potentially frustrating experience into a pleasant interaction. Pooya's professionalism shone through in every exchange, evident in his clear communication and dedication to resolving my inquiries swiftly. Moreover, his timely responses consistently exceeded my expectations, demonstrating a commitment to customer satisfaction. Overall, Pooya's exemplary service left a lasting impression, making iTrustCapital standout amongst other outfits in the business. I wholeheartedly commend his efforts and would eagerly recommend him to others seeking stellar support.
Rhino Adventures Fueled by Jesus on Google
Ashley was super helpful and walked me step by step through the questions I had!
Danny Gastro on Google
Grace was awesome, she was quick and efficient and did everything I needed.
Jose Romo on Google
Great costumer service, and willing to help with any question that I asked, a very patient individual who I spoke to.
Kenny P on Google
I called them with several questions and spoke to Ashley and she answered all my questions very professionally and timely and overall it was a very pleasant experience, I would definitely recommend this company.
Charles Hoy on Google
ITrust Capital has a great team. Joseph Kim was very helpful and efficient in solving my IRA Manual Rollover issue. Yay team!!
Stephen Niple on Google
I just started working with iTrust and everything has been very smooth. One of the reps, Grace, was especially helpful. I would recommend!
Dinh Thai on Google
👍I think someone needs to answer their phone calls the day during! Thanks!
Rodger Roberts on Google
Our family had a great loss, Sharon Kim, was very patient and was very helpful to me and my brothers. Thank you Sharon Kim for everything you did.
Sonia Haag on Google
I called iTrust Capital to understand how the fees work and about the Roth IRA and Ben was very knowledgeable and helpful. I truly appreciated his help.
Bob Sjostrom on Google
Jimmy helped me in taking a distribution from my Roth account. He was very knowledgeable and friendly.
Debra Lingren on Google
Called today for new IRA information . Lizzy was very professional and eager to answer all my questions..
Philip Seckler [email protected] on Google
My experience with iTrustCapital has been outstanding. It is easy to set up and use an account, and the customer service is outstanding. I had made a mistake in setting up a Roth IRA for my spouse, and Relationship Manager, Pooya Ferasati, was extremely helpful in resolving the issue in a very efficient and timely manner!
John Stupica on Google
Ben did an excellent job explaining a funding procedure question I had and put my mind at ease.
James Zumwalt on Google
I had about three issues with transfers from my financial institutions (none of them the same problem of course), and called ITrustCapital seeking some guidance. Ben was insanely knowledgeable and patient walking me through them all. So far all of the customer service with ITrustCapital has been top notch, Ben is one of the best. Thanks guys
Mandy King, Shaman on Google
Customer service is exceptional! Due to an old, inactive account, I had a few snafus when opening a new IRA, and every representative that helped me was knowledgeable, helpful, and quick to solve the issues. Thank you Jonathan, Jessica, and Alyssa!
Edward Stoner on Google
Jimmy Herrera helped us and he was great. Timely. Patient. Knowledgeable about website and fixits! great zoom call. A living monument to great customer support at itrust! Thank you.
DonEthlyn Jones on Google
Yesterday, 04.08.24, I needed assistance with how to set up a transfer at iTrust Capital and Jonathan was extremely helpful and patient with me. Shout out to Jonathan!!! Thanks for your assistance.
Yaa P on Google
I tried to get money out of my account and they told me I was missing something on the form. I had a difficulty with the form and needed help. I sent out several email as but to no avail. Then Jimmy Herrera came to the rescue! He called me and apologized for the inconvenience and walked me through the whole process to make sure my form was filled out correctly to get my money. He was very professional, courteous, polite and knowledgeable! Thank you vey much Jimmy! You deserve a raise!
J B on Google
Jonathan is the best. I have been with Itrust for 3 years and their customer service is great. The app is easy to navigate and I am utterly grateful I can invest in this retirement account with an asset that has a chance to grow exponentially and before I turn 100! Jonathan was super helpful today and kind.
Hui Hua Wu on Google
I decided to transfer some funds into iTrust. I accidentally transferred fund to iTrust twice and they are in pending forever. I was little frustrated and called customer service. Jonathan Kim assisted me throughout the whole process so patiently & made the whole transition so easy. He communicated well with someone whose English is second language & was a pleasure to work with. He wins a good name for iTrust Capital through his work ethic and attitude!
Jerry Hoffman on Google
Jimmy is extremely helpful, knowledgeable, and thorough. We are grateful for his help. Thank you sir.
Steve Riller on Google
My decision to do business with ITC came down to one need. A human body. Someone I could ask questions. More importantly "GO WIDE AND DEEP!". It's a WIN! WIN! WIN! Behind every question is an opportunity. The customer wins. Chad wins, and the Company (iTrust Capital) wins. There is a large customer base out there who doesn't want to chat it up on a chat box via text. I appreciate having the opportunity to work with Chad Poulos. He was very patient and informative with all my questions and worked with me setting up my account. Both my wife Sue and I are looking forward to being part of the ITC team. Chad, FYI we set up Sue's account without any issues. In addition I was able to continue to set up my account and made our first move over to ITC. Waiting for confirmation so I can direct it into a DA. Thanks again.
Allen Langham-Dobson on Google
As always Itrustcapital’s staff do a great job 👏 They don’t keep you waiting, with in seconds they are on the phone with you helping you out. Great job to you all.
Adam Hoge on Google
I'm new to iTrustCapital but rolling over my accounts was seamless and straightforward on their end. They also answered all my questions & concerns in a professional and timely manner. Very satisfied at this point.
TD O on Google
I had a few changes to make to our accounts. Alex was able to make one of the changes and patiently walked my through the steps to get the other change requests submitted. Very pleasant to work with.
Jeremy Fershleiser on Google
I left a competitor who fell short re: claims made on YouTube. iTrust has lower costs, more assets, no hidden fees, and far better customer service (bonus nod to Chad who went above and beyond).
Steve Chung on Google
I recently decided to transfer my IRA from my previous custodian to iTrustCapital and I couldn’t be happier with the service. From start to finish, the process was seamless and stress-free. Eric Kang and the team guided me through every step of the way, ensuring that all my questions were answered promptly and thoroughly. Their professionalism and expertise gave me the confidence that my IRA was in good hands. I highly recommend iTrustCapital to anyone looking for reliable assistance with IRA transfers.
william thias on Google
My experience today concerning distribution of assets in my Traditional and Roth IRAs was excellent. Jonathan Kim went into detail of various scenarios during the distribution process. The commission fees for ITC's services were also discussed. Jonathan answered all of my question in a very courteous and professional manner. Very satisfied with the support and answers I received.
william betta on Google
Jimmy was extremely professional and very helpful!! He is an asset to your company!!!
Michelle Bennett on Google
I discovered ITrustCapital some time back, and found them to be efficient & informative when transferring my IRA for the self directed ability I desired. I recently had an issue, and Jimmy H. was quite prompt & knowledgeable…he helped me in a timely manner. I find their platform easy to use, as well. Highly recommend!
Robert Mastrodomenico on Google
Excellent Customer Service. Trent is the best representative you have. A very professional young man!
Awesome AF on Google
Portia at iTrustCapital provided exemplary assistance in updating my contact information, showcasing her efficiency and dedication to customer service. However, I encountered a crucial detail during my account creation process that wasn't explicitly mentioned: it's vital to limit password special characters to @%^*#!$& to ensure seamless processing and timely email verification. Not adhering to this limitation could potentially result in delays or issues. Overall, Portia's assistance was invaluable, and I highly recommend her services.
Madison Carden on Google
Grace has been incredibly patient, helpful, and wonderful with her support. Starting these things can be difficult sometimes and having her to be a helping hand has made the process easy and stress free. Thank you Grace!
Derrick Snearl on Google
Had a great experience transferring my Roth IRA to iTrustCapital. Very clear, easy to understand instructions. I appreciate them following up during the transfer wait period - though I didn't need any additional assistance. Funds transferred without a hitch. Would definitely recommend based on my experience.
Judy L on Google
Jessica was awesome so helpful and answered all my questions! Great service
Jeff Malone on Google
Jonathan Kim kept me up-to-date on my transfer and took the time to help me all the way through the roll-over process. The customer support is top notch.
Chris Anderson on Google
So far, my experience with iTrustCapital has been very positive — they’ve definitely been more proactive, more responsive, and more timely than the other self-directed IRA (SDIRA) companies with whom I’ve had accounts. I especially appreciate that I was able to communicate by text and email during my workday rather than having to wait on hold for extended periods.
Jane Larson on Google
Staff on phone was so patient and kind. They were able to walk me through and correct my set up errors. Loyal customer made and maintained!
jerry cottrell on Google
Had to make a quick withdrawal and Jimmy was awesome to deal with. He walked me through the video call fast and efficient. I will continue with ITrust.
Gary Kennett on Google
Thanks Ben Greatfull for your help in the process of navigating my roll overs Always great customer service ,communication with accuracy and detailed instructions
Linda Cummings on Google
I worked with Mark Morales of Itrust Capital on a transaction. He was very helpful, easy to interact with, and very knowledgeable. I appreciate the security of itrust capital.
Jerome H Deriberprey on Google
Jimmy H. at iTrust Capital called promptly at our scheduled time. He was courteous and knowledgeable with all phases of the process of taking out a distribution from my account. Was great working with him.
Antoinette Hine on Google
Chad was extremely patient, efficient, and knowledgeable. I am a textile artist and required lots of guidance, Chad was a perfect guide.
Geomaticist on Google
Chad is excellent customer service. Company is fantastic. Highly recommend.
HoaiTrang Phan on Google
Jimmy helped me to set up a zoom call to verify my identity in order to withdraw money from ITrustCapital. Really appreciate his efforts 👍🙏
Jeff Ross on Google
Jimmy was very helpful guiding me through the app to find the info I needed. Fast and easy process. Thanks Jimmy.
James Moore on Google
I talked to Chad who patiently walked me through my account setup and answered the many questions that I posed to him with professionalism. Chads knowledge of the process was excellent. Overall a great experience.
Chris LaRosa on Google
Knowledgeable, professional and courteous. I got a LIVE agent (Chad) on the phone (always a plus) who helped me navigate through some of my decisions by answering all, and I mean ALL my questions. Thank you for not wasting my time.
Todd Gustafson on Google
Chad Poulos held my hand the whole way. Being old and decrepid and computer ignorant, I was patiently dealt with and encouraged as we solved the two part authentication. I am very happy with the service provided. Thank you very much! I am glad I chose iTrust when you have people who serve like this.
Michelle Mc on Google
iTrustCapital's staff is friendly and easy to work with. Jonathon Kim made securing my account painless.
scott N on Google
I Trust Capital has come a long way in a short time from when I started. The phone was answered quickly from a man named Chad who help me navigate with precision through the screens I need to get through. Thanks again, Chad
Brenden Yee on Google
Jimmy was great. Super helpful and everything was done in less than 10 minutes!
James Immekus on Google
Excellent service. I spoke with a human that I could understand !!!!
Ken & Debra Cuellar on Google
Chad with Itrust Customer Support was excellent at answering my several questions. It's a breath of fresh air to hear someone who speaks perfect English, (Not from India with a thick accent). While I respect all people, I also have a severe hearing loss issue and when I speak on the phone with a thick accent from any country, I struggle understanding them. Chad was also very knowledgeable. I had contacted support about a week earlier and ended up needing to call back when I encountered Chad who cleared things up for me. Thank you so much Chad! Ken Cuellar
Dilon Dalusung on Google
They transferred four IRA's from Vanguard (2 trad IRA and 2 Roth's). Stay patient and call them..Jessica did a fantastic job keeping me up to date. Give her a promotion, iTrust Capital!
Steven Sugarman on Google
Brendan was kind, patient and informative in the process of helping me transfer my Roth IRA from another institution to iTrustCapital. I highly recommend Brendan--he was great!
Tim Edwards on Google
Thanks to Ben for his patience and ability to help resolve a recurring problem I was experiencing in funding my account. Ben was very resourceful in trying several varied avenues in resolving the problem. I have tremendous confidence iTrustCapital via Ben. In addition, Danielle Umale, Sr. Customer Relations Manager, provided outstanding service on a more recent issue. I am very grateful to her outstanding support and will recommend family and friends to ITrustCapital. 5 STARS ⭐️ ⭐️⭐️⭐️⭐️
Chris Orellana on Google
(Jimmy) was calm, patient, Helpful, and quickly assisted me with step by step and it was a pretty straight forward process.
Suellen Evans on Google
Jimmy was punctual, professional and friendly when helping me navigate through the ITrust process. Really appreciate ITrust high standards for customer service.
mark wls on Google
I was helped by a guy named Julian. I couldn’t join for days and I kept getting error messages. Julian answered my call and couldn’t immediately fix the problem. He called back like he said he would and helped me get validated so I could join. Great! Customer service. Says alot about why I chose itrustcapital ☺️
Kris May on Google
I was having trouble finding my statements. I did the old fashioned thing and picked up the phone. Thanks to Chad’s support, I found exactly what I needed and completed my task with ease. It’s clear Itrust Capital values their customers, and with employees like Chad, they’re setting a high standard for customer service!! A big thank you to Chad!!! Super happy with ITrust Capital. Truly, I was impressed today!!
Zhang Angel on Google
I called trust capital today and got through with almost no wait! I had the most knowledgeable customer service representative- Chad Poulos, who guided me with clear instructions. He solved my problem in no time! I will recommend itrust to my friends… thank you Chad!
Rafal Wyszomirski on Google
I really enjoy working with the iTrustCapital crew. They are a very well established startup. Customer service is for sure overwhelmed with the number of calls but everyone is friendly. I have to admit I hate the mobile app as it’s crashing a lot but well, it can only get better going forward. Keep up great work guys and thanks for all the support.
Rickey Wesley on Google
Mark was great very nice and informative. Great customer service! Great company invest invest invest into your future!!!!!
Jason Strutzel on Google
Jimmy was very professional and walked me through my situation every step of the way. I plan to use ITC for years to come and will recommend them to anyone who asks.
Terrance Wiley on Google
Ben is amazing! He went the extra mile to assure that i had a pleasant experience. Very appreciative of this team. Thanks so much
Dave Jones on Google
iTrust Capital has been great to work with. Simple processes and user-interface, and outstanding customer service. Shout out to Julian who was a customer service rockstar today, when I really needed help. They should clone him and/or promote him!
Gene Maples on Google
I am somewhat computer skill limited and Jonathan helped me set up an account with clear instructions and patience. Great start to a relationship with Itrustcapital!
Francisco Restrepo on Google
I was assisted by Pooya Ferasati with regards to my Roth IRA account and he was able quickly resolve my problem and provide responses to my questions!
Matthew Schubert on Google
Chad was very helpful and helped me step by step to help me get my account set up
Tim Earle on Google
Chad handled my issue & questions in a very polite & professional manner.
Poppy D on Google
I am 67 y.o., technologically challenged, and quite new to I-Trust Capital. I recently required some assistance with funding issues. The representative I dealt with (Ben) gets a 5 'Very' review from me. Very Patient Very Friendly Very Professional Very Knowledgeable Very Helpful I've dealt with a few other custodial/exchange companies (which shall remain nameless) and felt as though their customer service was VERY poor. Thank you Ben and thank you I-Trust for a great experience.
Crypto BabyBoomer on Google
Jimmy was very helpful in assisting me in transferring money from Itrust to my personal bank account Thank you Jimmy!
Katie Wright on Google
Mark Morales made my transaction today with IiTrust Capital easy and pleasant. it is service such as this that has made my interactions with this company a pleasure, rather than something to be dreaded, which, unfortunately, is often the case in situations such as this. thank you, Mark!
Thurman on Google
Efficient phone call with Ben today, was able to get my questions answered in a clear and concise manner.
Video Reviews
iTrustCapital Testimonial Review
Bryan let us know what drew him to iTrustCapital and why others should sign up too!
iTrustCapital Sign Up and Customer Service Review
Desirae talks about how easy it was to sign up and her appreciation for our customer service experience!
iTrustCapital Platform Review
Listen in on Jacob's iTrustCapital Platform Testimonial Review! "Easy-to-use" and "secure"? There's more where that came from.
Kerry’s Top 3 Reasons to Use iTrustCapital
Kerry lets us know what drew her to iTrustCapital and why she loves it. Watch the video to get the full inside scoop.
Client Experience Review
Kevin is "jazzed" up about iTrustCapital's Crypto IRAs and appreciates how personable his interactions are with our client experience team.
Chris’ Top 3 Reasons to Use iTrustCapital
What's an iTrustCapital Review without highlighting our list of options, minimal fees, and security? Chris let us know what impressed him about the iTrustCapital platform and why he chose us.
Editorial Reviews
Benzinga - iTrustCapital Review
"With lower fees and military-grade security, you can invest with confidence when you work through iTrustCapital."
Investopedia - The Best Bitcoin IRAs For 2023
"iTrustCapital makes it easy for both novice and expert investors to start a Bitcoin IRA with expert consultants and transparent pricing, making it our choice for the best rates and fees in Bitcoin IRAs."
Business Insider - iTrustCapital Review
"iTrustCapital isn't just a good option for those interested in investing in gold in an IRA; it is the best gold IRA for investors who want to buy cryptocurrencies and silver."
WallStreetZen - iTrustCapital Review
"The Bottom Line: Yes, iTrustCapital is legit. It is the best way for long-term investors to invest in cryptocurrencies and precious metals in tax-efficient retirement accounts."
Milkroad - iTrustCapital Review
"Top-rated customer service combined with low fees and transparent pricing make iTrustCapital a standout amongst self-directed IRAs."
CreditDonkey - iTrustCapital Review
"If you are considering adding cryptocurrency to your retirement portfolio, iTrustCapital is a good place to do it, compared with similar self-directed IRA providers."
Retirement Living - iTrustCapital Review
"Using iTrustCapital makes gold and cryptocurrency transactions easy, and the cost is affordable for most people."
Retirement Investments - iTrustCapital Review
"iTrustCapital has carved out quite a niche in the investment game. They aim to provide a reliable, trustworthy platform for investors to trade in digital currency and physical gold markets."