Appendix & Useful Resources

Key Terms & Definitions

Custodian
A financial institution that holds and safeguards your IRA assets, ensuring regulatory compliance.
KYC (Know Your Customer)
Verification process to prevent fraud and money laundering.
2FA (Two-Factor Authentication)
Additional security measure requiring a one-time code generated by an app or sent via SMS.
Rollover
Moving retirement funds from one qualified plan to another without incurring taxes or penalties.

Official Resources

iTrustCapital Website

Official platform and services information

iTrustCapital FAQs

Detailed answers to common questions

Fee Schedule

Current pricing and fee structure

Additional Resources