If you are interested in transferring an existing IRA you have at another financial services provider, you have came to the right place.

This will allow you to break that IRA out of the old realm of boring stocks and bonds, and allow you to access the exciting alternative assets that are offered at iTrustCapital.

Step 1: Open An Account. 

This usually will take around 10-15 minutes, including going through our compliance checks, putting your beneficiaries on file and confirming information from your current IRA provider.

Step 2: Digital Signature.

After you complete the full setup, our team will review your new account and send you a Digital Document within 1-3 business days. This will arrive by email and you simply must sign it digitally, no hassles!

Step 3Transfer Form.

Our processing team will prepare your Transfer Form, which will be emailed to you within an additional 1-3 business days. You will be required to physically print, fill out and sign the form. While you must physically print and sign it, with a real pen…you can return it digitally. You can choose between Fax, Scan, Photo, Email or any other option of your choice.

Step 4: Trade! 

You will want to check in with your previous custodian/provider 2-4 business days after sending the form to us, to ensure they are moving forward with the transfer. Once they have sent the forms here, we will confirm with you by email that your account has been funded and viola, you are ready to trade!

Please Note: You are allowed to perform partial transfer or a whole transfer. You are not required to move over your entire IRA. If you want to get your feet wet with a small test amount, that’s no problem to us!

Ready to get started?

Read our Getting Started Guide now.

 

Still have questions? Read our FAQ or schedule a call here.