Type www.itrustcapital.com into your browser address bar or open the official iTrustCapital app. Confirm you're on a secure page (look for HTTPS and a lock icon). Avoid signing in from emailed links unless you verified the message came from the official support channel.
iTrustCapital Sign In — Official Site®
Getting started: sign in, set up, fund, and secure your account — colorful, clear, and practical.
Official Site®
Welcome — quick orientation
This Getting Started guide walks you through signing in to iTrustCapital, setting up your account, funding it, and using basic features. Whether you're opening your first crypto or precious-metals retirement account or returning after a break, this guide keeps the steps simple and secure.
Estimated read time: ~6–9 minutes. Use the table of contents to jump to what you need: Sign In → Account Setup → Funding → Security → FAQs.
Table of contents
- Sign In — how to access your account safely
- First-time setup — verification and preferences
- Funding your account — linking bank and making deposits
- Trading & investing basics — buy/sell and portfolios
- Security & best practices — 2FA, password managers, backups
- Support & resources — contact options and help center
Sign In — Step-by-step
1
Open the official sign-in
2
Enter credentials
Use the email and password tied to your account. If you use a password manager, copy-paste the password to reduce typing errors. If you've forgotten your password, use the "Forgot password" flow to reset it securely.
3
Complete 2FA
After entering your password you may be prompted for a two-factor authentication (2FA) code. Use an authenticator app for better security, or register a security key (FIDO2 / YubiKey) where supported. Keep backup codes in a safe place.
4
Confirm account dashboard
Successful sign-in will take you to your dashboard. Check account type, balances, and recent account activity. If anything looks unfamiliar, log out and contact support immediately.
First-time account setup (new users)
When creating your iTrustCapital account, you'll complete identity verification, select the account type (Individual IRA, Traditional IRA, Roth IRA, etc.), and confirm tax information. Typical steps:
- Create your account with a secure password and valid email.
- Verify your email address using the link sent to you.
- Complete identity verification — provide legal name, SSN/ITIN, date of birth, and address. This is required to comply with financial regulations.
- Choose account type and beneficiary information if needed.
- Set up security preferences (2FA, recovery email, phone).
Tip: Have a government ID and your bank details handy — the verification process is faster that way.
Funding your account
Funding options typically include ACH bank transfers and transfers from external retirement accounts (rollovers). Common flow to deposit:
- Link your bank: enter your bank routing and account number or connect through a secure micro-deposit or instant-transfer provider.
- Initiate a deposit: select amount and transfer method; ACH transfers often take 2–5 business days to clear.
- For rollovers: follow the Rollover instructions in the funding page — you may need to contact your previous custodian.
Note: Review funding limits and any required withholding or tax forms for retirement accounts.
Trading & investing basics
iTrustCapital focuses on self-directed retirement investing in assets like cryptocurrencies and physical metals (depending on account type and eligibility). After funding:
- Use the Buy/Sell interface: choose an asset, enter amount, review fees, and confirm.
- Monitor your portfolio on the dashboard — set price alerts and notifications.
- Understand settlement: crypto trades can settle quickly; metals may have different settlement or custody procedures.
Always review fee disclosures before confirming trades and consider diversification across assets that match your retirement goals.
Security & best practices
Protecting access to your account is crucial. Follow these recommendations:
- Use long, unique passwords: 12+ characters or a passphrase stored in a password manager.
- Enable 2FA: Prefer authenticator apps or security keys over SMS.
- Keep recovery options current: confirm your recovery email and phone number.
- Review active sessions: log out of unused devices and revoke sessions you don't recognize.
- Watch for phishing: never share your password or 2FA codes; inspect sender addresses and hover over links before clicking.
Pro tip: Store printed backup recovery codes offline in a secure place (safe or safety deposit box). This protects you if you lose access to your phone.
Fees & disclosures — what to expect
Fees can include trading fees, custody fees, and possibly spreads. Before depositing or trading, review the platform's fee schedule and account agreement to understand costs and tax implications. For retirement accounts, pay attention to contribution limits and required minimum distributions (RMDs) when applicable.
Support & resources
If you need help:
- Use the in-app Help Center and Knowledge Base for step-by-step articles.
- Search FAQs for common questions about sign-in, funding, and account types.
- Contact official support through the secure channels listed on the site — avoid sharing credentials via email or chat.
Frequently asked questions
Q: What if I forget my password?
A: Use the "Forgot password" link on the sign-in page. Follow the secure reset flow sent to your verified email. If you don't receive the email, check spam and ensure you registered with that address.
Q: Can I use biometrics on mobile?
A: Yes — after your first sign-in you can often enable biometric unlock (Face ID, Touch ID) for quicker access. This is a convenience; keep 2FA enabled for full security.
Q: How long do deposits take?
A: ACH deposits generally clear in 2–5 business days. Instant funding options may be available with different fees and limits.
Final checklist — be ready to sign in
- ✔ Verified email and phone
- ✔ Strong password stored in a password manager
- ✔ 2FA enabled (authenticator or hardware key)
- ✔ Bank account linked for funding
Following these steps will make signing in and getting started smoother and safer. Welcome aboard — manage your retirement assets confidently and securely.