How Do I Add/Change My Beneficiaries?

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