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Moving Funds into iTrustCapital

Transfer & Rollovers, Cash Contribution, Funding FAQs

Transfers
New Accounts - How To Transfer My IRA to iTrustCapital
Existing Accounts - How do I add a new IRA Transfer to my account Dashboard?
Can I transfer my Roth IRA to a Traditional IRA?
Transfer Your Bitcoin / Crypto IRA 'In-Kind'
How to Transfer an Inherited IRA
How long will it take for the wire transfer from my current custodian to arrive?
See all 7 articles

Rollovers
How to Rollover My Qualified Plan to iTrustCapital
Rolling Over A Current Employer Plan
My rollover check is made Payable To iTrustCapital, is that ok?
What if my Account Number is not on the check issued by my current Custodian?
I have an Indirect/60-Day Rollover: What should I do?
Have you received my rollover funds?

Cash Contribution
How do I make a cash contribution to my IRA?
Can I fund my account with an ACH Transfer, Debit Card or Credit Card?
How to use ACH for cash contribution (Walkthrough)
Can I add funds through the credit or debit card on file?
Can I link multiple bank accounts to contribute via ACH?
Is my ACH being processed?
See all 14 articles

PCA Funding
How can I fund my Premium Custody Account (PCA)?

Conversions
Conversion FAQs
What is a Roth conversion?
How to convert my current iTrust Traditional or SEP IRA to a Roth IRA?