How do I transfer my IRA account to Fortis Bank?

To transfer your IRA account to Fortis Bank, please complete the following steps from your iTrustCapital dashboard:

First, please select "Open IRA Account." Next, you'll select the type of IRA you want to open (for example, if you currently have a Traditional IRA, you'll want to select "Traditional IRA," and then "IRA Transfer" as the funding method. 

Please select "Full Transfer" and complete the required information, including selecting Fortress Trust from the "Transfering Custodian" dropdown menu. When it prompts you to select "Transfer Instructions," you can select "In-Kind Transfer," enter just one of your tokens, and our Transfer Team will complete the rest of the assets (including any USD you have) before processing your form. You'll then finish the process by adding your digital signature. 

Once submitted, you'll see the IRA Transfer as a pending inflow on your account dashboard in the "History" section under "Inflows and Outflows." When we process the form, your account transfer should be completed within 2-5 business days. 

*Please note that by following this process for a direct IRA Transfer from one Qualified Custodian to another, you will not be subject to taxes or penalties.