Tax forms filed with the IRS and annual statements back to 2014 can be accessed via our Online Portal. Starting in May of 2017 with the Form 5498, forms were uploaded annually as soon as they were mailed. If you need a copy of an annual statement or tax form filed with the IRS prior to 2014, please contact our VIP Services Team.
FAQ Category: Managing Your Account
How do I update my contact information?
Download and complete a “Change/Update Contact Information” form which can be found on our Forms page at: https://digitalira.com/self-directed-account-forms/
Once completed, sign and submit to us:
Via Email: support@digitaltrust.com
Via Fax: 800-777-9878
Via Mail: Lockbox #52417 P.O. Box #24812 Miami, FL 33102
