iTrustCapital
Submit a request

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-12PM; 1-5PM PT).

For Distribution and Account Update (name, phone, email, etc.) requests, please use the dropdown below.

Please choose your issue below

Your email address

Conversion Fee Authorization

Please confirm you are aware that you will be responsible to report the conversion to the IRS when filing your income taxes for next year. Note, there is a $75 conversion fee for the transaction. Select Yes, if you understand the details stated above so that we may continue processing your Roth conversion.

Select a conversion type:

Do you want to do a Full or Partial conversion?

Do you have a Roth IRA with iTrust?

Please enter your Roth IRA Account Number

Has your Traditional IRA account been funded?

Please enter your Traditional IRA Account Number

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*

Attachments(optional)

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How can we help?

Submit a request