This document provides instructions for funding a new IRA account through a bank wire transfer or personal check. It includes the necessary bank account information and addresses for the custodian, as well as labeling requirements for the recipient and memo fields depending on the payment method chosen. A wire transfer is preferred for faster availability of funds.
This document provides instructions for funding a new IRA account through a bank wire transfer or personal check. It includes the necessary bank account information and addresses for the custodian, as well as labeling requirements for the recipient and memo fields depending on the payment method chosen. A wire transfer is preferred for faster availability of funds.
This document provides instructions for funding a new IRA account through a bank wire transfer or personal check. It includes the necessary bank account information and addresses for the custodian, as well as labeling requirements for the recipient and memo fields depending on the payment method chosen. A wire transfer is preferred for faster availability of funds.
Denver, CO 80222 *bank address may differ when ABA is entered*
Account Name: iTrust Custodial Services
Custodian Address: 700 17th Street, Suite 1100
Denver, CO 80202
ABA Number (Routing): 102003154
Checking Account Number: 5798589957
In the memo section of the wire include:
"For further credit to: First & Last Name, iTrus Account# Assigned ITR Number
PAYMENT METHOD : PERSONAL CHECK
Payable To: iTrust Custodial Svcs FBO: First & Last Name
Memo: iTrust Account # Assigned ITR Number
Mail Address: iTrust Custodial Services
65 Pine Ave, Suite #22 Long Beach, CA 90802 Please note, a wire is preferred as it is available in 2 business days after initiating.** Check payments are held for a mandatory 3 business days prior to clearing. The availability of funds on your platform depends upon the payment type selected.