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Moving Funds into iTrustCapital

Transfer & Rollovers, Cash Contribution, Funding FAQs

Transfers
How To Transfer My IRA to iTrustCapital
What is a "Rollover IRA?"
Can I transfer my Roth IRA to a Traditional IRA?
How do I complete my Transfer Form?
Transfer Your Bitcoin / Crypto IRA 'In-Kind'
How long will it take for the wire transfer from my current custodian to arrive?
See all 8 articles

Rollovers
I have an Indirect/60-Day Rollover: What should I do?
How To Rollover My Retirement Account (401k, 403b, Pension, Annuity, etc.)
Rolling Over A Current Employer Plan
My rollover check is made Payable To iTrustCapital, is that ok?
Have you received my rollover funds?

Cash Contribution
Can I link multiple bank accounts to contribute via ACH?
Can I contribute to an Inherited IRA?
What if I over-contributed to my IRA?
Is my ACH being processed?
Can I make pretax contributions to my IRA via payroll deduction?
Can I contribute or transfer crypto from an exchange wallet like Kraken, Gemini, or Coinbase?
See all 12 articles

Conversions
Conversion FAQs
What is a Roth conversion?
I signed a Roth Conversion form but don’t see it updated on my account
How to convert my current iTrust Traditional or SEP IRA to a Roth IRA?