Open an account in minutes on one ultra-secure centralized platform

The iTrust Cloud Platform offers synchronized digital asset custody, specifically designed for 401(k) and self-directed IRA investing.

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Specialized Custody Solutions

Our specialized custody solutions enable institutions to serve a broader range of investor needs, by fully automating the account self-directed administration and meeting custody and compliance requirements.

  • Asset Custody

    Custody requirement fulfillment and transaction of self-directed investments

  • Administration

    Account establishment, maintenance and reporting of investment activity

  • Tax Reporting

    Accurate and timely record keeping and annual tax document processing

  • Compliance

    Documentation and processing keeps investments compliant with the IRS

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What makes Investor Services different?

Strict Financial Controls

Assets under custody are properly administered for safekeeping at all times with support for multiple signers, audit trails, segregation of duties, and the ability to set withdrawal limits.

SLAs on Funds Transfers

iTrust enables accounts to be funded through electronic funds transfers made with checking and savings. Our reliable response times streamlines account funding quickly and efficiently.

Multi-asset Support

We offer multi-asset account funding support through electronic funds transfers made with checking and savings accounts, or 401(k) rollovers processed through our platform.

Permissions for Multi-user Accounts

We offer multi-user permissions to view accounts, create transfers, and perform withdrawals, to ensure your investors team of financial professionals can work together.

Dedicated Account Support

iTrust offers the highest level of service for institutional teams during and beyond the onboarding process with dedicated teams and account specialists.

Bank-grade security

We use the ultra-secure HMAC for protection against
man-in-the-middle attacks and 256-bit encryption to secure your data and protect your privacy. To protect our digital and physical infrastructure, we also undergo regular security audits by external firms.

  • Account Establishment

    Institutions with their own platform benefit from using our API for machine-to-machine custodial services, or by using our platform's white-label services. Account holders open their iTrust account in a few easy steps in real-time, and in the cloud.

  • Account Funding

    iTrust accounts are funded through a personal digital dashboard using checking, savings, or by utilizing services such as digital signage to rollover a 401(k) from a previous employer. Funds processing takes as long as a typical bank.

  • Investing

    iTrust account holders can select investment documents they want to send, receive, view, print, or save online. Our eDelivery services offer alerts, and digital signage for fast seamless investment processing, administration, and reporting.

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  • Your Onboarding

    Investor Services is committed to helping you successfully transition onto our highly-security platform. Our streamlined deployment process is customized to your institutions unique goals and requirements. From data onboarding to application set-up, we partner with you to create the best experience.

  • Day-to-Day Support

    Our in-house product support team are experts in technology and financial services. Our robust processes and latest client management technologies enable us to provide seamless, context-enabled support. We understand your unique needs and priorities and work to build a personalized experience for you.

  • Ongoing Success

    At Investor Services, our goal is to make our clients successful throughout their experience with us. We focus on understanding your unique business and goals. We are with you every step of the journey to support mutual success, share best practices, and deliver value.

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Upgrade Your Client's Experience

Investor Services offers a modern highly-security cloud-based platform for the modern world.

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