How To Transfer My IRA to iTrustCapital How To Transfer My IRA to iTrustCapital

How To Transfer My IRA to iTrustCapital

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New Accounts:

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) Please complete the required information and add your digital signature. Once submitted, you'll see the IRA Transfer as a pending inflow on your account dashboard in the "History" section under "Inflows and Outflows."

3) Once we process the form, we'll let you know via email when to follow up with your current provider to ensure they are proceeding with the fund movement over to your account 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) 600-8399, from 8AM-12PM; 2PM-5PM PT on weekdays.

*You can transfer a Roth IRA from an existing custodian to a Roth IRA here at iTrustCapital, and likewise with a Traditional IRA. Please see our Transfer FAQ for any additional information. 

 

Existing (Funded) Accounts:

Please select "Add Funds" from your dashboard and follow the prompts for an IRA Transfer if you wish to proceed.

Please complete the required information and add your digital signature. Once submitted, you'll see the IRA Transfer as a pending inflow on your account dashboard in the "History" section under "Inflows and Outflows."

Once we process the form, we'll let you know via email when to follow up with your current provider to ensure they are proceeding with the fund movement over to your account here.