Setting Up an iTrustCapital Account

Preparing Your Documents

• Valid Photo ID: Passport or driver's license for identity verification.
• Personal Information: Social Security number, address, phone number, and email.
• Existing IRA Details: Name of current custodian, account information, and statements (if transferring).

Registration Steps

1. Visit iTrustCapital's Website

Go to www.itrustcapital.com and click on "Open an Account."

2. Enter Your Personal Information

• Provide your name, email, and phone number
• Create a secure password

3. Identity Verification (KYC)

• Upload or provide information from your driver's license or passport
• Complete additional verification questions if required

4. Select Your IRA Type

Choose between Traditional, Roth, SEP, or specify a rollover from an existing account.

5. Review and Sign Agreements

• Read through terms, custodian agreement, and fee schedules
• Provide electronic signature to confirm