Slide 1
Executive Summary
What this presentation covers
This presentation introduces iTrustCapital®™ Login and demonstrates how you can Manage® Crypto™ & Gold IRA accounts with clarity and security.
We walk through access, core features, account protections, and best practices to make the platform approachable for investors familiar and unfamiliar with digital assets.
Why it matters
As retirement planning expands to include digital assets, clear account management and secure login processes are critical. Investors need both simplicity and compliance—this presentation balances both.
Slide 2
About iTrustCapital
Company mission
iTrustCapital®™ provides accessible retirement account services that allow investors to hold cryptocurrency and physical precious metals inside qualified retirement accounts. The platform brings familiar retirement account structures together with modern asset types.
Core value proposition
Simplified account setup, Custodial compliance, integrated custody for crypto and gold, and an intuitive management dashboard that reduces friction for everyday investors.
Slide 3
Login & Security
Secure access features
Strong password policy, multi-factor authentication (MFA), device recognition, and session monitoring reduce unauthorized logins. Investors should use unique passwords and enable MFA.
Best practices
Regularly update passwords, avoid reusing credentials, enable SMS or authenticator MFA, whitelist withdrawal addresses when available, and check account activity for unusual behavior.
Slide 4
Dashboard Walkthrough
Main dashboard elements
The dashboard surfaces portfolio balance, recent trades, account performance, positions by asset, and quick actions for deposits and withdrawals. Visual charts help track diversification between crypto and gold holdings.
Customization tips
Use filters to view time ranges, export statements for reconciliation, and set alerts for price or allocation thresholds to stay informed without daily monitoring.
Slide 5
Trading Crypto in a Retirement Account
Buy, sell, and transfer
iTrustCapital®™ supports purchases and sales of major cryptocurrencies inside eligible retirement accounts. Trades execute through the custodial flow while maintaining tax-advantaged status.
Considerations
Understand volatility, the role of diversification, and liquidity constraints in an IRA context. Trades may have spreads and fees—review fee disclosures in the account agreement.
Slide 6
Gold IRA — Physical Precious Metals
How it works
Physical gold is purchased and held by an approved custodian. Investors gain IRA exposure to gold without personally storing the metals. Holdings are typically allocated and insured.
Why add gold
Gold provides historical diversification from equities and crypto. Consider allocation size carefully, keeping liquidity and long-term objectives in mind.
Slide 7
Fees & Cost Structure
Common fee types
Expect account maintenance or custody fees, trading fees or spreads, and specific fees related to physical metal storage and insurance. Transparent disclosure documents explain all charges.
Managing costs
Review fee schedules, use periodic rebalancing to reduce trading frequency, and compare total cost of ownership to alternatives like ETFs or brokerage accounts.
Slide 8
Compliance, Custody & Regulatory Notes
Custodial oversight
Custodians ensure holdings meet IRS rules for retirement accounts. For physical gold, approved storage is required. For crypto, secure custody is provided either via institutional custody partners or insured solutions.
Tax implications
Contributions, rollovers, distributions, and required minimum distributions (RMDs) trigger specific tax treatments. Consult a tax advisor for personalized guidance before taking distribution actions.
Slide 9
User Experience & Customer Support
Support channels
Support typically includes email, phone, and in-platform help centers. Documentation and walkthroughs are essential for onboarding to crypto and gold IRA services.
Improving adoption
Clear FAQs, step-by-step wizards, demo videos, and live webinars lower barriers for users new to digital assets in retirement contexts.
Slide 10
Next Steps & Call To Action
Action checklist
1) Create or sign into your iTrustCapital®™ account. 2) Complete identity verification. 3) Fund the IRA or process a rollover. 4) Enable MFA and set up alerts. 5) Build a balanced allocation and review periodically.
Closing thought
Combining crypto and gold inside retirement accounts offers unique diversification opportunities, but it also requires due diligence, secure login practices, and a clear plan aligned with your retirement horizon.