Signing in to iTrustCapital connects you to an integrated account center where you can view consolidated balances, manage allocations across custodians, and access tax-ready reports. The platform is built for both individual investors and financial professionals — combining streamlined workflows with enterprise-grade security. Below we outline what you can expect after signing in and how to keep your access resilient against threats.
Once signed in, the account dashboard surfaces key actions: quick funding and withdrawals, scheduled buys, consolidated performance snapshots, and reporting tools that make tax season predictable. Use role-based permissions to invite team members, set read-only access for reporting, or provide trading privileges to vetted users. Our goal is to give you a single place to manage all operational tasks while keeping custody boundaries clear.
View aggregated P&L, asset allocation, and exportable statements across accounts.
Set spending limits, withdrawal whitelists, and role-based rules to reduce operational risk.
Link bank accounts, initiate transfers, and access onramps tuned for institutional needs.
Client account linking, consolidated billing, and audit trails that support fiduciary workflows.
Protecting access starts with strong authentication. Use device authorization, multi-factor authentication (MFA), and hardware-backed signing where possible. The recovery key and API tokens you generate are powerful — store them offline, and grant the least privilege needed. If you suspect unauthorized access, use the account security panel to revoke sessions, rotate keys, and notify our support team immediately.
If you cannot sign in, initiate the account recovery flow, or reach out through verified support channels. iTrustCapital takes account access seriously and will guide you through secure identity verification steps when necessary.