What are the requirements to open an IRA with iTrustCapital? What are the requirements to open an IRA with iTrustCapital?

What are the requirements to open an IRA with iTrustCapital?

Daniel Bennett Daniel Bennett

 

These requirements are incorporated to ensure identity protection for our clients as well as to provide added security to our platform. These requirements include, but are not limited to:

Identification 

  • The applicant must be 18 years or older to establish an account
  • US-issued SSN (Social Security Number)
  • US government-issued identification card (state issued driver's license, US-Issued passport, or military identification card)
  • The applicant must have US taxable income to be eligible to make contributions (please consult with your tax professional as we do not provide financial advice. 

Residency 

  • The applicant must reside in the United States of America or US military bases or a US territory
  • Residential addresses required; we will NOT accept PO Boxes or business addresses

Beneficiaries

  • A primary beneficiary is required to proceed with your application
  • Beneficiaries must provide an SSN or ITIN (Individual Taxpayer Identification Number)
  • If the beneficiary lives outside the United States, an SSN or ITIN is not required