How to Add Funds | Step-By-Step | iTrustCapital

Adding funds to your iTrustCapital account is the first step toward investing in cryptocurrencies and precious metals through your IRA. This guide will walk you through the different funding methods and provide easy-to-follow instructions for each one.

🏁 Step 1: Log In to Your iTrustCapital Account

1. Visit www.iTrustCapital.com
2. Click “Login” at the top right of the page
3. Enter your credentials to access your dashboard

💼 Step 2: Choose a Funding Method

iTrustCapital offers three primary ways to fund your account:

1. Transfer from an Existing IRA

Move funds from another IRA to your new iTrustCapital IRA. This is a non-taxable and direct transfer.

2. Rollover from a 401(k) or Employer Plan

Initiate a rollover from an eligible 401(k), 403(b), TSP, or similar plan. This can also be a non-taxable event when done properly.

3. Contribute New Funds

Add new contributions directly from a personal bank account. Be mindful of annual IRS contribution limits.

🔁 Step 3: Initiate the Process

👉 For IRA Transfers:

1. From your dashboard, click “Add Funds”
2. Select “Transfer from IRA”
3. Choose the custodian you're transferring from
4. Enter the transfer amount
5. Upload a recent account statement from the other custodian
6. Electronically sign the transfer request
7. iTrustCapital will handle the rest and notify you of updates

⏳ Timeframe: Typically takes 5–15 business days, depending on the other custodian

🔁 For Rollovers (e.g., from a 401(k)):

1. Click “Add Funds”
2. Select “Rollover from Employer Plan”
3. Fill out the rollover intent form
4. iTrustCapital will provide instructions for contacting your plan provider
5. The provider may send a check directly to iTrustCapital or to you (which you’ll forward)

📬 If you receive a check:
Make it payable to:
“iTrustCapital FBO [Your Full Name]”
Include your account number on the memo line
Mail it to the address provided by iTrustCapital

⏳ Timeframe: Varies depending on plan provider processing

💸 For New Contributions:

1. Click “Add Funds”
2. Choose “Make a New Contribution”
3. Select your account type (Traditional, Roth, SEP IRA)
4. Link your bank account if you haven’t already
5. Enter the contribution amount and submit

📌 Note:

• 2024 contribution limit: $6,500 (under 50), $7,500 (age 50+)
• Contributions must be made before the tax filing deadline

⏳ Timeframe: Funds usually settle within 1–3 business days

✅ Step 4: Confirm Your Deposit

Once the funds arrive in your iTrustCapital account:

• You’ll receive an email notification
• Log in to view your available cash balance
• You're now ready to start investing in crypto or gold within your IRA!

💬 Need Help?

If you run into any issues or have questions:

• Use the live chat feature on the iTrustCapital website
• Email support at: support@itrustcapital.com
• Check the Help Center for common FAQs

🚀 You're Ready to Invest

With your account funded, you can begin building your retirement portfolio with a wide range of digital assets and precious metals — all with the tax advantages of an IRA.

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