Video Library

We want to make things easy. Please use our videos below to help guide you through your set up process and learn more about our company. 

Inherited IRA

© 2022 iTrust Capital, Inc. All rights reserved.  18575 Jamboree Rd Suite 600 Irvine, CA 92612

IMPORTANT DISCLAIMER

iTrust Capital, Inc. is not an exchange, funding portal, custodian, trust company, licensed broker, dealer, broker-dealer, investment advisor, investment manager, or adviser in the United States or elsewhere. iTrust Capital, Inc. is not affiliated with and does not endorse any particular cryptocurrency, precious metal, or investment strategy.

Cryptocurrencies are a speculative investment with risk of loss. Precious metals are a speculative investment with risk of loss. Cryptocurrency is not legal tender backed by the United States government, nor is it subject to Federal Deposit Insurance Corporation (“FDIC”) insurance or protections. Users do not receive a choice of custody partner. The self-directed purchase and sale of cryptocurrency through a cryptocurrency IRA have not been endorsed by the IRS or any regulatory agency. Historical performance is no guarantee of future results.

Some taxes and conditions may apply. Investors assume the risk of all purchase and sale decisions. iTrust Capital, Inc. makes no guarantee or representation regarding investors’ ability to profit from any transaction or the tax implications of any transaction. iTrust Capital, Inc. does not provide legal, investment or tax advice. Consult a qualified legal, investment, or tax professional.

Information contained on this website is for information purposes only. It is not tailored to any specific user. It does not constitute investment advice in any way, nor does it constitute an offer to sell or a solicitation of an offer to buy or sell any cryptocurrency or security or to participate in any investment strategy.

iTrust Capital, Inc. makes no representation or warranty as to the accuracy or completeness of this information and shall not have any liability for any representations (expressed or implied) or omissions from the information contained herein. iTrust Capital, Inc. disclaims any and all liability to any party for any direct, indirect, implied, punitive, special, incidental or other consequential damages arising directly or indirectly from any use of this information, which is provided as is, without warranties.

See important Terms of Service and Risk Disclosures here.

Apple®, iPhone®, App Store®, and Apple logo® are registered trademarks of Apple Inc.

Pending Inflows

How to Self-Trade

Completing DocuSign

If you're looking for more information on creating an iTrustCapital account, this is the video for you! We go into granular, step-by-stop detail on how to open an account from start to finish.

Getting Started

How to Add Funds

Before we can send you the official instructions to move your funds to an iTrustCapital IRA, you need to complete the DocuSign agreement! The DocuSign is mostly pre-filled information based on your application. The DocuSign can be completed in just a few clicks.

So you've funded your account, and you want to know how to acquire the assets listed on your dashboard. What's the next move? In this video, we demonstrate how to execute self-trading step-by-step.

For many of our clients, this is their first experience with a self-traded IRA. While we take pride in our intuitive our process is, it is still always helpful to have clarity as to where you are exactly in your IRA funding process! This video goes a long way to creating transparency around the funding process.
You have now competed your necessary documents and are ready to fund your account. Don't worry, this is easy! Just a few simple steps and you'll be on your way to self-trading and saving.
While many of our clients establish an IRA using funds from a previous employer, or maybe even new funds from their checking account, it is also possible to inherit an IRA from a loved one or family member. Inherited IRAs are very similar to their non-Inherited counterparts, but there are some nuances that clients need to be made aware of.

Fill Out Transfer Form

If you are transferring funds from another custodian, you will be required to fill out a document. The transfer form will be emailed to you with some pre-filled out information based on your application. It's clear and simple to complete!

How-To Videos

FAQ Videos

Wondering what all the acronyms mean? We’re here to help answer your frequently asked questions. Whether you’re a retirement term expert looking for a quick refresh or a newcomer to Crypto IRAs, iTrustCapital is here to provide some info!

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Traditional VS. Roth VS. SEP IRAs

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Educational Videos

Top 5 Reasons To Open A Crypto IRA

Crypto IRA Prep for the 2022 Tax Season

Want to learn more about our platform? Unsure about the benefits of IRA’s? Looking for the inside scoop on tax free crypto? Ari is here with the answers you’re looking for! From our broad selection of assets to our excellent customer experience team, Ari lays out the Top Five Benefits you’re missing out on if you haven’t made an account yet.
Wondering about taxes and forms? We’re here to help answer questions regarding 2022’s Tax Season forms for your Crypto IRA. Whether you’re new to IRAs or just need some pointers, iTrustCapital is here to provide some info!

Crypto Assets Offered

 Wondering what crypto assets are available on our software platform? We’re here to help answer your frequently asked questions. Whether you’re an expert in crypto or just learning what a bitcoin is, we’re here to help give you some info on what’s available in your Crypto IRA!

Financial Advice Policy

Wondering about iTrustCapital’s policy on giving financial advice? Whether you’re just getting started or a long-time client, it’s important that you know our stance on the subject! 

Taxes & Penalties on  IRA Transfers

Wondering about taxes and penalties when transferring funds to an IRA? We’re here to help answer your potential questions. Whether you’re new to IRA transfers or just need a refresher, iTrustCapital is here to provide some quick info! 
Submit a RequestSupport Center

© 2022 iTrust Capital, Inc. All rights reserved.  18575 Jamboree Rd Suite 600 Irvine, CA 92612

IMPORTANT DISCLAIMER

iTrust Capital, Inc. is not an exchange, funding portal, custodian, trust company, licensed broker, dealer, broker-dealer, investment advisor, investment manager, or adviser in the United States or elsewhere. iTrust Capital, Inc. is not affiliated with and does not endorse any particular cryptocurrency, precious metal, or investment strategy.

Cryptocurrencies are a speculative investment with risk of loss. Precious metals are a speculative investment with risk of loss. Cryptocurrency is not legal tender backed by the United States government, nor is it subject to Federal Deposit Insurance Corporation (“FDIC”) insurance or protections. Users do not receive a choice of custody partner. The self-directed purchase and sale of cryptocurrency through a cryptocurrency IRA have not been endorsed by the IRS or any regulatory agency. Historical performance is no guarantee of future results.

Some taxes and conditions may apply. Investors assume the risk of all purchase and sale decisions. iTrust Capital, Inc. makes no guarantee or representation regarding investors’ ability to profit from any transaction or the tax implications of any transaction. iTrust Capital, Inc. does not provide legal, investment or tax advice. Consult a qualified legal, investment, or tax professional.

Information contained on this website is for information purposes only. It is not tailored to any specific user. It does not constitute investment advice in any way, nor does it constitute an offer to sell or a solicitation of an offer to buy or sell any cryptocurrency or security or to participate in any investment strategy.

iTrust Capital, Inc. makes no representation or warranty as to the accuracy or completeness of this information and shall not have any liability for any representations (expressed or implied) or omissions from the information contained herein. iTrust Capital, Inc. disclaims any and all liability to any party for any direct, indirect, implied, punitive, special, incidental or other consequential damages arising directly or indirectly from any use of this information, which is provided as is, without warranties.

See important Terms of Service and Risk Disclosures here.

Apple®, iPhone®, App Store®, and Apple logo® are registered trademarks of Apple Inc.

Lightbox Button

(562) 600-8437

Submit a Request

Video Library

We want to make things easy. Please use our videos below to help guide you through your set up process and learn more about our company. 

Completing DocuSign

If you're looking for more information on creating an iTrustCapital account, this is the video for you! We go into granular, step-by-stop detail on how to open an account from start to finish.

Getting Started

How to Add Funds

Before we can send you the official instructions to move your funds to an iTrustCapital IRA, you need to complete the DocuSign agreement! The DocuSign is mostly pre-filled information based on your application. The DocuSign can be completed in just a few clicks.

You have now competed your necessary documents and are ready to fund your account. Don't worry, this is easy! Just a few simple steps and you'll be on your way to self-trading and saving.

How-To Videos

Inherited IRA

How to Self-Trade

So you've funded your account, and you want to know how to acquire the assets listed on your dashboard. What's the next move? In this video, we demonstrate how to execute self-trading step-by-step.

While many of our clients establish an IRA using funds from a previous employer, or maybe even new funds from their checking account, it is also possible to inherit an IRA from a loved one or family member. Inherited IRAs are very similar to their non-Inherited counterparts, but there are some nuances that clients need to be made aware of.

Fill Out Transfer Form

If you are transferring funds from another custodian, you will be required to fill out a document. The transfer form will be emailed to you with some pre-filled out information based on your application. It's clear and simple to complete!

Pending Inflows

For many of our clients, this is their first experience with a self-traded IRA. While we take pride in our intuitive our process is, it is still always helpful to have clarity as to where you are exactly in your IRA funding process! This video goes a long way to creating transparency around the funding process.

FAQ Videos

Wondering what all the acronyms mean? We’re here to help answer your frequently asked questions. Whether you’re a retirement term expert looking for a quick refresh or a newcomer to Crypto IRAs, iTrustCapital is here to provide some info!

Traditional VS. Roth VS. SEP IRAs

Security at iTrustCapital

Wondering how your assets are stored? We’re here to help answer your frequently asked questions. Whether you’re new to the crypto space or just want to make sure your assets are stored securely, we have the answers to cool off some of those burning questions!

Crypto Assets Offered

 Wondering what crypto assets are available on our software platform? We’re here to help answer your frequently asked questions. Whether you’re an expert in crypto or just learning what a bitcoin is, we’re here to help give you some info on what’s available in your Crypto IRA!

Financial Advice Policy

Wondering about iTrustCapital’s policy on giving financial advice? Whether you’re just getting started or a long-time client, it’s important that you know our stance on the subject! 

Taxes & Penalties on  IRA Transfers

Wondering about taxes and penalties when transferring funds to an IRA? We’re here to help answer your potential questions. Whether you’re new to IRA transfers or just need a refresher, iTrustCapital is here to provide some quick info! 

Educational Videos

Top 5 Reasons To Open A Crypto IRA

Crypto IRA Prep for the 2022 Tax Season

Want to learn more about our platform? Unsure about the benefits of IRA’s? Looking for the inside scoop on tax free crypto? Ari is here with the answers you’re looking for! From our broad selection of assets to our excellent customer experience team, Ari lays out the Top Five Benefits you’re missing out on if you haven’t made an account yet.
Wondering about taxes and forms? We’re here to help answer questions regarding 2022’s Tax Season forms for your Crypto IRA. Whether you’re new to IRAs or just need some pointers, iTrustCapital is here to provide some info!

Completing Docu-Sign

MenuSubmit a Request(562) 600-8437Support Center

Introducing Conditional Transactions

Self-trade cryptocurrency, gold, and silver in your self-directed IRA using Conditional Transactions now.

Introducing Conditional Transactions

Self-trade cryptocurrency, gold, and silver in your self-directed IRA using Conditional Transactions now.