1. Log in to your iTrustCapital account and select the account you’d like to add or edit beneficiaries for. Please note that each IRA or PCA account needs to be updated separately.
2. Select "Account Options" from the left-hand menu.
3. Select "Manage Beneficiaries".
4. Select “Add Beneficiary” to add a new one, or select an existing beneficiary to edit their details.
For more information, visit Beneficiary FAQ.
*To change your Beneficiary to a Trust, please submit a request directly to our team using these instructions.
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