You can now log in using the same email address for all of your accounts and toggle between them from the top of your dashboard.
To convert your current iTrust Traditional/SEP IRA to a Roth IRA, please create a Roth IRA on your dashboard, if you do not have an existing Roth IRA yet. To create a Roth IRA, please follow this link on how to get started.
Please Note: To "fund" your new account and finish completing the Roth IRA application, select "Cash Contribution" and then "check" or "wire" as funding method to bypass the funding period of the system. The information for the "check" or "wire" can be filled arbitrarily, as it will be consequently removed. Once you have created the account, please let us know in your conversion request so we can remove the pending inflow.