If your current Custodian is unable to include your Fortress Trust Checking Account Number on your issued check, please feel free to include it on a post-it note or cover letter when you mail the check to Fortress Trust using the funding instructions we provide.
For more information on our Rollovers FAQ, click here.
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Articles in this section
- How to Rollover My Qualified Plan to iTrustCapital
- Rolling Over A Current Employer Plan
- My rollover check is made Payable To iTrustCapital, is that ok?
- What if my FT (Fortress Trust) Checking Account Number is not on the check issued by my current Custodian?
- I have an Indirect/60-Day Rollover: What should I do?
- Have you received my rollover funds?