Overview
The goal of this presentation is to give a polished, brand-aligned walkthrough of accessing and managing a Crypto & Gold IRA at iTrustCapital®. We cover login flows, account setup, security best practices, platform features, funding & withdrawals, compliance notes, and common troubleshooting. The content below is suitable for an internal training deck, investor-facing guide, or marketing collateral paired with compliance review.
Why iTrustCapital®?
iTrustCapital positions itself as a specialized custodian that enables self-directed IRAs to hold cryptocurrencies and physical gold. This hybrid offering is aimed at investors seeking alternative assets inside retirement accounts.
Scope of this Presentation
- Login and account access (desktop & mobile)
- Security: 2FA, passwords, device management
- How to buy/sell crypto and gold inside an IRA
- Funding, transfers, and distributions
- Compliance, fees, and tax basics
- Common FAQs and troubleshooting steps
Login Flow (Step-by-step)
Navigate to the official login
Use the official login URL or mobile app. Always verify TLS (padlock) in the browser and confirm the domain is itrustcapital.com.
Enter credentials
Enter your registered email and password. Avoid logging in on public devices or shared networks when possible.
Two-factor authentication (2FA)
If 2FA is enabled, you will be prompted for a code via authenticator app or SMS (authenticator apps preferred for security).
Review account dashboard
After login, the dashboard displays account balances, recent trades, and IRA holdings. Use the account navigation to access funding, trade, history, and settings.
Device management & session security
From Settings, view active sessions and logout devices you don’t recognize. Rotate passwords periodically and remove unused devices from the account.
Account Setup & Funding
Setting up an IRA with iTrustCapital generally involves: choosing an IRA type (Traditional, Roth, SEP, etc.), completing identity verification (KYC), linking an external bank account for funding, and submitting transfer or rollover paperwork if moving assets from another custodian.
Key Steps
- Create & verify account (KYC)
- Choose IRA type and sign required custodian forms
- Link external bank account (ACH) for deposits/withdrawals
- Initiate transfer/rollover if applicable
- Fund the account and start trading
Funding Options
ACH Transfers
Most common for deposits and withdrawals. Usually takes a few business days depending on banks.
Rollovers / Transfers
Initiate custodial-to-custodial transfers if moving an existing IRA. Expect paperwork and time for the source custodian to process.
Trading Crypto & Buying Gold Inside an IRA
iTrustCapital provides a trading interface to buy/sell supported cryptocurrencies and to purchase allocated physical gold on behalf of the IRA. Trades executed within the IRA maintain tax-advantaged status, subject to IRA rules and distribution requirements.
Important Considerations
- Check the list of supported assets before trading.
- Understand spreads and fees associated with each trade.
- Physical gold may be held through approved custodial arrangements—confirm allocations and storage details.
- Trades inside IRAs must obey contribution and distribution rules.
Security Best Practices
Security is paramount. Below are recommended practices for investors using any self-directed IRA custodian offering digital assets.
Essentials
- Use a long unique password and a trusted password manager.
- Enable authenticator-based 2FA; avoid SMS when possible.
- Confirm every email that requests account changes—watch for phishing.
- Keep device OS and browser up to date, and avoid public Wi‑Fi for transactions.
Advanced
- Consider separate email dedicated to financial accounts.
- Use hardware security devices for long-term key storage where supported.
- Keep records of trade confirmations and account statements for tax reporting.
Fees, Custody & Compliance
Understand the fee structure—custodial fees, trading fees, spreads, and storage fees for allocated gold. Fee schedules are typically published on the official site; consult them for precise, current numbers before finalizing trades.
Compliance Notes
- IRAs follow IRS rules on contributions, rollovers, and distributions.
- Required minimum distributions (RMDs) rules may apply depending on account type and owner age.
- Tax treatment of crypto is evolving—retain transaction records and consult a tax advisor for your situation.
Troubleshooting Common Login Issues
Forgot Password
Use the "Forgot password" flow on the official login page. If you do not receive an email, check spam and ensure the account email on file is current.
2FA Problems
If your authenticator codes fail, use backup codes if previously stored, or follow the support verification steps to reset 2FA. Be prepared to verify identity with documentation.
Account Locked or Suspended
Contact official support immediately. Do not disclose sensitive account details over unverified channels.
Best Practices for Presenters
Use the sections above to craft slides: each H2 becomes a new slide, H3/H4 are slide subtitled bullet points, and examples or screenshots can be added to visually demonstrate the login and trade flows. Keep slides uncluttered and use the official links (provided in the header) for live demos.
Slide Structure Recommendation
- Title slide (H1) with brand and presentation objective
- Overview slide (H2) — 3–5 bullets
- Login flow (H2) — 4–6 steps; visual demo
- Account setup & funding (H2) — checklist
- Trading inside IRA (H2) — supported assets and examples
- Security & compliance (H2) — dos and don'ts
- FAQs & support (H2) — contact points
- Closing & next steps (H2) — CTA to open account or contact support
FAQs
- Can I hold Bitcoin and Ethereum in my IRA?
- Yes — iTrustCapital supports major cryptocurrencies; check the current supported asset list on the official site.
- How long do deposits take?
- ACH deposits typically take 2–5 business days; rollovers may take longer depending on the sending custodian.
- Are there account minimums?
- Account minimums and fee schedules are published by the custodian—refer to the official fees page for up-to-date information.
Compliance & Disclaimers
This presentation is informational and not legal, tax, or investment advice. Readers should consult their own advisors and review official iTrustCapital® documentation and terms before making financial decisions. Always use official links and verified contact channels for account changes.