iTrustCapital
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Submit a request

Up to 60% of requests can be resolved using our virtual agent, Trusty. Give it a try!
If Trusty can't help you, you'll be escalated to a human via Live Chat during business hours (Mon-Fri 8AM-5PM PT).

For Distribution, Account Update (phone, email, etc.), and Trust/Entity Beneficiary Designation requests, please use the dropdown below.

Please choose your issue below

Your email address

ITR/PCA Account Number

Enter Your Account Number (Including ITR or PCA)

Primary or Contingent Beneficiary

Trust Beneficiary Allocation (%)

If less than 100%, visit the Account Options section of your account to designate the remaining allocation. Primary and Contingent beneficiaries must each total 100% separately.

Marital Status

A Spousal Consent Form is required for married residents of the following states: AK, AZ, CA, ID, LA, NV, NM, TX, WA, and WI. If applicable, our team will provide the consent form via email.

Trustee/Trusted Party Phone Number

Trustee/Trusted Party Email Address

Subject

Please type your "Request Type" into the 'Subject' field for faster answers to your questions!

Description

Please enter the details of your request. A member of our support staff will respond as soon as possible. *Do not include any sensitive information*

I confirm that I have uploaded all relevant trust or entity documents, including the trust/entity name, formation date, trustees (if applicable), and required signatures.

Attachments(optional)

Add file or drop files here

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