How Do I Get Started? How Do I Get Started?

How Do I Get Started?

Contributor Contributor

Getting started with iTrustCapital is simple. Here's our Tutorial Page!

1. From our homepage,, you will click “Open Account”.

2. After completing some personal information, you will receive an email that you will need to open and click through to confirm your email address.

3. Once confirming, you'll click the "Get Started" button on the landing page. 

5. Start filling in the data wizard with your personal information.

6. Choose the Type of IRA you want to open and how you will fund it.

7. Your application is now submitted and your initial funding event has been created. If you are doing more than one funding event or want to add funds in the future, click “Add Funds”. Click here to learn more about the 3 ways to fund your iTrustCapital IRA.

Keep an eye on your inbox for emails from our processing team with any questions needed to move your funding forward.

Please feel free to check out our Introductory Videos and Support Page

You can also call us on our support line, (562) 600-8399, from 8AM-12PM; 2PM-5PM PT on weekdays.