Setting up an iTrustCapital account is EASY.
From our homepage, itrustcapital.com.
Enter your email and click Get Started!
Then follow the steps below.
Create an iTrust Account
Fill in the information indicated and click – Create New Account. *Note there are no charges to have an iTrustCapital account until you DocuSign an IRA application.
Email to Verify Your Account
You will received an email that you will need to open and click through to confirm your email address.
This is where you will always login to view and trade 24/7.
Start Your Application
You’ll find the Start Your Application button on the upper left side of the dashboard.
Start filling in the data wizard with your personal information and upload the picture side of your non-expired government issues ID.
Choose the Type of IRA You Want to Open and How You will Fund it
Enter Your Beneficiary (s)
This is who would inherit your IRA upon your passing. You must have at least one primary beneficiary.
Review Your Application
Review the documents for accuracy of your information. You are not signing the documents here.
Enter Your Credit or Debit Card
Your card will be charged the monthly account fee of $29.95. (The trade fees come out of the trades)
If you did not enter a promo code when you initially signed up, you can add it here.
Your Application is Now Submitted and Your Initial Funding Event has been Created
If you are doing more than one funding event or want to add funds in the future, click Add Funds.
Your Application is Now Being Processed
Keep an eye on your inbox for emails from our processing team with any questions while we review your application.
Once in good order we will send you 2 emails to DocuSign your application.
Funding Instructions Will be Emailed to You After Your IRA has been Opened
The appropriate funding instructions will be emailed to based on your indication of your funding type.
- Rollover of employer plan (401k, 403b, TSP, 457)
- Transfer of an existing IRA (Traditional, Roth, SEP, Simple, Inherited, etc.)
- Contribution of new funds
Follow the steps of your funding instructions
Each email will outline the necessary steps to ensure smooth funding of your new IRA.
If you have any questions or need help you can message us from our homepage or schedule a call with our processing team.
Learn more in the Knowledge Center
Schedule a call to answer specific questions