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There are three Steps to complete an IRA Transfer:
1) Finish an application on our website for an IRA to IRA Transfer via the "Open Account" button on the top right.
2) We will upload a Transfer Form to your dashboard in the "My Documents" section. Please complete, sign, and re-upload the form to your dashboard. We will submit the request to your current custodian.
3) Follow up with your current custodian to ensure they received the request and are sending the funds to your new IRA here.
Please follow the steps in this article to get started - Get Started
Please feel free to check out our Introductory Videos and Support Page.
You can also call us on our support line, (562) 600-8437, from 8AM-12PM; 2PM-5PM PT on weekdays.
The 3 Ways to Fund your iTrustCapital IRA
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