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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?
How do I transfer my IRA account to Fortis Bank?
Can I transfer my Roth IRA to a Traditional IRA?
Transfer Your Bitcoin / Crypto IRA 'In-Kind'
How to Transfer an Inherited IRA
See all 8 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 FT (Fortress Trust) Checking 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

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