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.

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!!

Alyssa is great.She walk me through the… Alyssa is great.She walk me through the whole process as it’s my first time using zoom meetings. One thing I would suggest is may be Itrustcapital can have a more clear instructions for this process for someone not done this before.

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

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.