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!

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.

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.

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!!!

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!!!