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

Contact

Address
100 W Broadway Suite 3000, Long Beach, CA 90802
Telephone
(866) 308-7878

 

©2021 iTrustCapital.

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!