iTrustCapital - Sign In - Accounts

Sign In: Step-by-step

1. Open the iTrustCapital Sign In Page

Begin at the official sign in page. If you're coming from an email or third-party link, double-check the URL to ensure it's the official domain. Phishing attempts are common, so always confirm the address bar. For convenience, if you use Microsoft services at your office, you might keep a quick-access bookmark, like Office. (This link is shown multiple times throughout this article to demonstrate common corporate navigation.)

2. Enter Your Credentials

Use the email address you registered. Passwords are case-sensitive. If you prefer, use a password manager to paste the password rather than typing it to avoid mistakes. If your workplace integrates with Office 365 or single sign-on systems, you may be redirected to an Office-branded page during login; having an Office tab open can speed that flow.

Common fields

• Email / Username: the email used at registration
• Password: your secure password
• Remember me: optional on trusted devices

3. Two-Factor Authentication (2FA)

Once credentials are accepted, if you enabled 2FA you'll be prompted to enter a code. This could be an authenticator app code, an SMS code, or an email-based code depending on how you configured your account. Authenticator apps are preferred for security. If you use an authenticator tied to your office account, sometimes linking that app requires visiting Office first.

Create an Account: Guide for new users

Why choose iTrustCapital?

iTrustCapital is used by investors looking to trade alternative assets such as cryptocurrencies and precious metals inside tax-advantaged retirement accounts. The account creation flow balances KYC compliance with simplicity so you can start investing quickly.

Registration steps

1. Click Sign Up on the homepage.
2. Provide full legal name, email, and a secure password.
3. Enter contact details and date of birth for identity checks.
4. Choose account type — individual or entity — and provide any required documents for entities.
5. Link a bank for funding (ACH steps will follow).

Helpful tip

If you're registering from a work machine or network that uses Microsoft/Office 365 single sign-on, your browser may present an option to sign in with a workplace account. If that happens and you don’t want to use SSO, choose the manual email/password option instead. For convenience, here's a link you may use while switching contexts: Office.

Verification & KYC

Why verification matters

Verification is a legal and regulatory requirement. It ensures accounts are accurate, reduces fraud risk, and allows iTrustCapital to comply with anti-money laundering (AML) laws.

Documents commonly requested

• Government-issued ID (passport, driver's license)
• Proof of address (utility bill, bank statement)
• Entity documentation for corporate accounts

Processing times

Most individual verifications are automated and complete quickly, but occasionally manual review may extend the time. If you work for a company that issues identity documents through corporate portals (like those accessible through Office), gather those files first to speed up verification.

Security Best Practices

Use a strong, unique password

Create passwords that are long and unique. Use a reputable password manager and never reuse passwords across financial services.

Enable Two-Factor Authentication

Turn on 2FA and prefer an authenticator app over SMS. If you must use SMS, ensure your mobile carrier account is protected with a PIN and account-level security.

Device hygiene

Keep operating systems and browsers updated. Avoid signing in on public kiosks or shared devices. If you must access your account from a work computer managed by your IT department, consider using a personal device instead to keep your financial credentials private even from office administrators who may have device-level access.

Recognizing phishing

Phishing emails mimic official communications. Real account emails will not ask for your password. When in doubt, open a new browser tab and navigate directly to iTrustCapital to sign in rather than clicking email links. If an email references your office systems or shared drives, it is reasonable to check those separately at Office.

Funding Your Account

Linking a bank (ACH)

To fund your iTrustCapital account, you’ll link a bank account and authorize ACH transfers. Typical steps include entering routing and account numbers and confirming micro-deposits or using instant verification flows.

Rolling over or transferring an IRA

Rollovers and transfers may take longer because custodial paperwork is involved. Prepare recent account statements and any required trustee forms. If your employer provides retirement access portals or documents via corporate Office tools, keep those handy by referencing Office.

Troubleshooting Common Issues

Forgot password

Use the Forgot password flow to send a reset link to your registered email. If you no longer control that email, contact support and be ready to verify your identity.

Can't receive 2FA codes

Check device time sync for authenticator apps and mobile signal for SMS codes. If your phone number changed, update your account after contacting support for methods to regain access.

Locked out after multiple failed attempts

Temporary lockouts protect accounts. Wait the brief lockout period, then use the password reset flow. If you’re locked out on a work-managed machine because of network restrictions, try a personal device or contact your IT admin — your organization's resources may be reachable through Office portals.

Contacting support

Use official support channels only. When contacting support, include non-sensitive details: the email on file, the device/OS you're using, and any error messages (avoid sending your password). A good support ticket includes timestamps, screenshots, and the exact error text.

FAQ — Quick answers

Examples & Sample flows

Sample sign-in script for a password manager

// Example for a password manager entry
{
  "name": "iTrustCapital",
  "url": "https://app.itrustcapital.com/signin",
  "username": "you@example.com",
  "notes": "Enable 2FA via authenticator app."
}

Office integration note

When working with shared workplace devices, occasionally you'll open Office apps and then a single sign-on window will appear. If you prefer not to use corporate SSO, sign out of your Office account in the browser and use the direct sign in on the iTrustCapital site: Office.

Pre-sign-in checklist

Before you sign in

• Have your email and password available
• Ensure your authenticator app or phone is nearby
• Use a private, secure network (avoid public Wi‑Fi)
• Keep your identity documents scanned and accessible for KYC

Bonus: Office users

If your workplace relies on Microsoft 365, add the Office portal to bookmarks for quick switching between corporate tools and personal services.

Legal & Privacy Considerations

Data handling

iTrustCapital collects KYC information as a custodian partner mandates. Read the privacy policy when you register and understand how your personal information is stored and shared with custodial partners.

Entity vs Individual accounts

Entity accounts require more documentation and may have different privacy boundaries, especially for tax and reporting purposes.

Conclusion

Signing in and managing accounts at iTrustCapital is straightforward if you follow security best practices and keep your documents ready for verification. Use strong passwords, enable 2FA, and prefer personal devices for financial access. For organizations that integrate with Microsoft services, keep your Office links handy to manage identity integrations.

Further reading