Download the iTrustCapital Desktop App

Transfer Your Existing IRA or Start a New One. Rollover Your 401K, TSP, 403(b), 457, and more from your Desktop

iTrustCapital Desktop

Dashboard Portfolio Market

Market Assets

₿

BTC

$67,254.31

+1.54%

ETH

$3,456.78

+1.85%

Gold

$2,341.50

+0.42%

Portfolio Value

$175,929.83

▲ +2.4% today

$175,929.83

My IRA

My Assets

₿

BTC

$44,230

+1.5%

ETH

$23,115

+1.8%

Gold

$19,981

+0.4%

Next-Level Features for the iTrustCapital Desktop App

The “retirement cockpit” you can’t get in a browser tab.

Institution-Grade Security + Peace of Mind

Hardware Wallet Sync: Native integration with Ledger/Trezor for seamless custody verification.
Biometric App Lock: Use fingerprint/FaceID on supported laptops to unlock the app.
Transaction Vault Mode: A special ‘high-security trading mode’ requiring a second device confirmation.

Tax-Optimized Intelligence Layer

Real-Time Tax Advantage Dashboard: Shows how much tax you’ve deferred/saved instantly after trades.
IRA Optimizer AI: Personalized suggestions on how to allocate between Traditional vs. Roth IRA based on current and projected income/tax brackets.
Year-End Turbo Reports: One-click PDF/CSV for CPAs, with integrations to TurboTax or tax software.

Pro-Level Trading Experience (But IRA-Centric)

Multi-Asset Smart Terminal: Trade crypto, gold, and silver in one interface with unified PnL views.
Portfolio Stress Testing: Simulate ‘what if’ scenarios (e.g., BTC drops 20%, gold rises 10%) inside your IRA balance.
Staking/Yield Tracking: Visualize how much ‘retirement boost’ staking rewards could add over decades.

Education + Retirement Gamification

Future Value Simulator: Drag a slider to see how your portfolio compounds until retirement age.
Milestone Rewards: Unlock badges like ‘First $10k IRA,’ ‘Diversified Across 5 Assets,’ etc.
IRA Academy Built-In: Mini-courses + progress tracking that help new investors learn about tax-advantaged investing.

Immersive Data & Visualization

Metal vs. Crypto Correlation Heatmaps: Show how diversification inside an IRA protects from volatility.
Retirement Horizon Mode: A timeline view that projects your IRA’s potential growth across decades.
Custom Alerts: Not just price, but ‘Your IRA is now outperforming gold by 12% this year’.

Community & Expert Access (Exclusive to Desktop)

Retirement Coach AI: A built-in assistant to answer ‘should I Roth convert this year?’ type questions.
Expert Webinars Directly in-App: Live portfolio Q&A with certified advisors.
Investor Network Mode: Optional, private discussion boards for IRA investors only.

Offline-First & Desktop Superpowers

Offline Portfolio Viewer: Check balances & history even without internet.
Desktop Widgets: Mini real-time IRA value widget on taskbar/dock.
Native Speed: Faster than browser (no page reloads, instant dashboards, local caching).

Frequently Asked Questions

Q: Is the iTrustCapital desktop app free to download?

A: Yes, the app is free to download and there are no monthly account fees.

Q: Can I use the desktop app without an IRA?

A: The app is designed for self-directed IRAs, but new features like the Non-IRA Institutional Custody Account will also be supported.

Q: Which operating systems are supported?

A: Windows and macOS will be supported at launch, with Linux support planned in the future.

Q: Is my account secure on the desktop app?

A: Yes. Assets are secured with Coinbase Custody and Fireblocks, plus additional app-level protections like hardware wallet sync and biometric locking.

Q: Can I trade 24/7 using the app?

A: Absolutely. The app provides 24/7 trading for supported cryptocurrencies and precious metals.

Q: Does the desktop app sync with my existing iTrustCapital account?

A: Yes, all your portfolio data and activity are synced seamlessly between web, mobile, and desktop.