Transfer Your Bitcoin / Crypto IRA 'In-Kind'

You can transfer your existing Crypto IRA from another provider to iTrustCapital with an “in kind” transfer, without liquidating assets.

To perform an in-kind transfer, follow these steps:

1. Go to your iTrustCapital dashboard. 

2. Click your relevant IRA and click "Add Funds". 

3. Click "IRA Transfer". 
4. Select your Transferring Custodian Name. If your current Custodian is a Crypto IRA provider that we have on file, you'll be able to select a crypto, USD, or both fund movement request from the "Transfer Instructions" dropdown menu. If you do not see one or more of your crypto holdings in the dropdown menu, we do not hold that asset, and you'll need to either keep those assets with your current provider, sell the assets to USD before transferring to us, or you can convert your crypto into an asset that we hold here before transferring it to us.

If you are unable to find your custodian, please select "Other" and enter in  $500 USD transfer to bypass the system, and then hit "Continue". You will have the option to manually edit the information in your Secure Document Portal once the transfer application is complete on Pages 1 & 2 of the IRA Transfer form.  

5. Submit the Transfer Form through the portal or send it via email to transfers@itrustcapital.com. 

Our Transfer Team will take care of everything from there. We will forward your transfer request to your previous custodian, and please follow up as needed until your Crypto assets are transferred into your iTrustCapital account. You will be notified when the process is complete and see your assets on your dashboard. 

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