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.

IRA Tollover Chad Poulos was very helpful in the process of establishing my IRA and the process of transferring funds to it. Despite delays in transferring the rollover Chad reached out several times to keep track of the process

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.

Greetig was very polite and Jonathan… Greetig was very polite and Jonathan was very helpful with my rollover from my 401K. He was knowledgeable and efficient in solving my problem. Definitely need people like Jonathan he represented ITrust Capital very in a professional manner. Keep up the good work!!