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Submit a request

Up to 80% of requests can be resolved using our virtual agent, Trusty. Login and select Get Support to give it a try!
If Trusty can't help you, you'll be connected to a human via Live Chat during operating hours (Mon-Fri 8AM-5PM PT).


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

Access via the "Account Options" section of your IRA dashboard

*Distributions may take 7-14 business days to be processed once the distribution form is signed *Transfer Outs to another IRA provider can take 2-5 business days to be processed

Check this box if you’d like to deposit your distribution in-kind (Crypto) into your PCA

Enter your PCA account number

Sufficient USD must be available in your account — crypto assets cannot be liquidated on your behalf.

No fees for ACH, $15 fee for Bank Wire

Please provide the asset names & corresponding amounts you would like to distribute. For example: BTC - 0.1, ETH - 1.7

A $15 wire transfer fee applies for USD

Select your federal income tax withholding preference for this distribution

Enter the dollar amount you wish to withhold (e.g. 1,000)

Enter the percentage you wish to withhold (e.g. 10)

What are your reasons for moving funds off of the platform?

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

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*

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