Welcome to your accounts dashboard ✨
Signing in to iTrustCapital gives you direct access to an integrated suite of account management tools tailored for investors and advisors. Our platform consolidates account balances, transaction histories, and tax-aware reporting in a single, secure place. We combine enterprise-grade custody and custody partner integrations with a streamlined user experience that prioritizes clarity over complexity. Whether you manage one account or a portfolio of client accounts, our goal is to surface the right information at the right time so you can act confidently.
Security that protects your assets 🔒
Security is foundational. iTrustCapital employs multi-factor authentication (MFA), device authorization flows, routine security audits, and encryption in transit and at rest. Your account sign-in is treated as a privileged action — we monitor for unusual access patterns and will prompt additional verification when warranted. Maintain your recovery key in a safe location. If you opt for institutional services, consider multi-signature arrangements and custodial solutions that further reduce operational risk.
Consolidated Accounts 📂
Link multiple accounts to get a single picture of holdings, allocation, and performance across custodians.
Trade & Execution ⚡
Access buy/sell flows, scheduled purchases, and trade routing designed for competitive execution and transparent fees.
Reporting & Tax Tools 🧾
Export-ready reports, realized/unrealized gain breakdowns, and tax filing assists simplify year-end workflows.
Advisor & Institutional Controls 🏢
Role-based access, audit trails, and team workflows for advisors and institutional clients managing multiple accounts.
How to keep access resilient 🔑
Within your account settings you can generate a recovery key and manage API tokens for programmatic access. Treat these secrets with the same care as a physical key: store them offline, restrict permissions, and rotate keys after personnel changes. If you lose access to a device or forget your password, the recovery flow — combined with identity verification — helps you regain control without compromising security. Never share your full recovery key or private tokens in public or to unverified support channels.
If you encounter issues during sign-in, check your registered email for verification prompts and ensure your MFA device is nearby. Our support team is available through the official portal for verified inquiries. For institutional clients, designated account managers can assist with onboarding, API provisioning, and operational best practices.