95 results for "two accounts"
How to Open a Second Account - Can I Have Multiple Accounts Linked To One Email?
all of your accounts and toggle between them from the top of your dashboard. You can open another account via the homepage
What Is A Beneficiary? What Is The Difference Between Primary And Contingent Beneficiary?
Beneficiaries inherit your account upon your death. There are two types of beneficiaries: Primary and Contingent. Primary
Existing Accounts - How do I add a new IRA Transfer to my account Dashboard?
Existing (Funded) Accounts: Please select "Add Funds" from your dashboard and follow the prompts for an IRA Transfer if
New Accounts - How To Transfer My IRA to iTrustCapital
New Accounts: There are three Steps to complete an IRA Transfer: 1) Finish an application on our website for an IRA to IRA
Can I link multiple bank accounts to contribute via ACH?
multiple accounts or how to delete current linked accounts. Once logged into your account, click on the "My Account" tab
How To Fund Your Account
the “My Account” tab. There, you will find the “Funding Instructions” section, where you will find your unique account information
Can my spouse and I have a joint account?
Joint or Spousal IRA accounts on the iTrustCapital platform. These are Individual Retirement Accounts (IRAs) and Premium Custody
How can I access my current account statement?
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your current account statement please follow the steps below: 1. Login and select your IRA. 2. Select "Account Options".
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How To Change My Name On The Account
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"Do you already have an account established?" box. 2. Input your iTrustCapital email and account number. 3. Select Category
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How can I find my monthly account statements?
To locate your monthly account statements please follow the steps below: 1. Login and select "Statements & Taxes"