I would like to...: Fund an Account

Use this form to request a direct transfer of funds or in-kind assets from another custodian to Digital Trust.

Note: Please include a copy of a recent statement (within the past 60 days).

Use this form to request a transfer of funds or in-kind assets between two accounts at Digital Trust.

Use this form to make a deposit, contribution, or asset payment, for an individual account.

Note: A deposit may be delayed if this form is not submitted. Download our Deposit Instructions for more information.

This form is used to convert all or a portion of a traditional IRA into an existing Roth IRA.

Note: If you would like to establish a new Roth IRA, click here.

This form is used to set up an ACH Deposit (one-time or recurring) into an existing account.

Note: Digital Trust initiates this transaction from your checking account and requires a copy of a voided check. Download our Deposit Instructions for additional information.

This form is used to certify funds being rolled over into an existing Traditional, Roth, SEP, SIMPLE IRA.

This form is used to certify funds being rolled over between two existing accounts.