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.

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.

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

Jonathan at Itrust Capital Jonathan at Itrust Capital was very helpful and professional. I give him a five star rating

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.