To update your beneficiary information, please submit a request to do so by following the step-by-step directions below.
STEP 1: Select "Account Onboarding - 'I want to create & fund an IRA account.'"
STEP 2: Provide your iTrustCapital email and account number
STEP 3: Select - "I've Completed My Application" and "Change My Beneficiaries"
STEP 5: Select - "Add or Change Beneficiary"
STEP 6: Provide the beneficiary's information for whom you would like to add or change