Relationship manager Jonathan Kim was… Relationship manager Jonathan Kim was very helpful with my 2023 Roth contribution that I made on April 14th.On the 16th I found out it didn't go through because of the way I transferred the funds. When I tried to fix it, their system would only let me contribute for 2024. I live in a county that had a flood disaster. The IRS granted us an extension of several months for our taxes and IRS contributions. After verifying the extension with the IRS, Jonathan was able to get my contribution year changed to 2023.

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.

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

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!!!

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.