How To Self-Trade | Step-By-Step | iTrustCapital
iTrustCapital offers a user-friendly platform for trading cryptocurrencies within a tax-advantaged IRA (Individual Retirement Account). If you're ready to take control of your crypto investments, self-trading is a straightforward process. This guide will walk you through everything you need to know to start trading digital assets on your own using iTrustCapital.
🔹 What is Self-Trading on iTrustCapital?
Self-trading allows users to buy and sell cryptocurrencies directly within their IRA account. iTrustCapital provides access to over 30+ crypto assets, enabling you to take control of your retirement portfolio with the flexibility and ease of an online trading platform—without the need for brokers or middlemen.
🛠️ Step-by-Step: How to Self-Trade on iTrustCapital
Step 1: Log into Your iTrustCapital Account
💡 Tip: Make sure your account is fully funded before attempting to trade.
Step 2: Navigate to the Trading Dashboard
- Once logged in, go to the “Trade” tab located on the main dashboard
- You'll see real-time market data and your current portfolio balance
Step 3: Select the Asset You Want to Trade
- Browse or search for the cryptocurrency you want to trade (e.g., Bitcoin, Ethereum)
- Click on the asset to open the trading window
🔍 You can trade crypto-to-USD and vice versa within your iTrustCapital account.
Step 4: Choose ‘Buy’ or ‘Sell’
- To Buy:
- Enter the amount of USD you want to spend or the amount of crypto you want to receive
- To Sell:
- Enter the amount of crypto you wish to sell or the amount of USD you want to receive
Step 5: Review Market Pricing
- iTrustCapital uses real-time pricing powered by Coinbase Prime
- A small spread (about 1%) is factored into each trade
- There are no transaction fees—a major benefit for IRA trading
📊 You'll see the estimated price and how much of the asset you'll receive or sell.
Step 6: Confirm the Trade
- Double-check all trade details:
- Asset name
- Trade direction (buy/sell)
- Amount
- Estimated price
- Click “Submit Trade” to execute
Step 7: Trade Execution and Settlement
- Most trades are executed within seconds
- Once the trade is completed, you’ll receive a confirmation
- Your updated portfolio balance will reflect the new allocation
📁 Example Trade
Let’s say you want to buy $1,000 worth of Ethereum (ETH):
- Navigate to the Trade tab
- Select ETH from the list
- Choose Buy
- Enter $1,000 in the USD amount field
- Review the estimated ETH amount and market price
- Click Submit Trade
- Trade executes and ETH is added to your account
🧾 Trade History & Tracking
- Go to your Account Dashboard
- Click on “Transactions” to view trade history
- Download reports or statements for personal tracking or tax records
✅ Key Features of iTrustCapital Trading
- No trade fees (just a 1% spread)
- Available 24/7 (unlike traditional markets)
- Tax-advantaged trading through Traditional, Roth, and SEP IRAs
- Institutional-grade custody via Fireblocks and Coinbase Custody
🛡️ Security Tips for Self-Trading
- Enable 2FA for your account
- Never share your login credentials
- Regularly review your portfolio allocation
- Stay informed about market conditions
📞 Need Help?
If you encounter any issues or have questions:
Final Thoughts
Self-trading with iTrustCapital is a fast, easy, and cost-effective way to manage your crypto investments within a retirement account. Whether you're rebalancing your portfolio, responding to market trends, or just exploring new assets, the platform is built to make trading as seamless as possible—while keeping your long-term tax benefits intact.