Welcome Capital One Clients

Your IRA has a new home.

Let’s Connect You with Your Account

Investing should be easy. That’s why Capital One and GoldStar Trust have ensured your individual retirement account (IRA) information is ready for you to verify through our secure login process. If this is your first time accessing the platform, select NEW USER and provide the information requested. Once you are set up on our platform, simply select LOGIN to access your account.

Actions

Update Account Information
Update the contact information on
your account. (mailing address,
e-mail, and/or phone number)

E-Sign  |  Download PDF

use the e-sign optiondownload the PDF option

Set Up Recurring Distribution
Schedule a recurring
distribution of funds from your
IRA or GAMMA Account.

E-Sign  |  Download PDF

use the e-sign optiondownload the PDF option

Beneficiary Designation
Add or update beneficiaries
on your IRA account(s).
 
Download PDF

download the PDF option

Why GoldStar Trust?

GoldStar Trust is a bank-owned custodian with over 30 years of direct experience supporting the Alternative Investment community through our range of flexible and custom custody and capital markets solutions.

Vault Icon

$3.0B

Assets Under Custody

Self-Directed IRA icon

40K

Self-Directed IRAs

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1,000+

active relationships

Capital One FAQs

Why is my account being transferred to GoldStar Trust?

Capital One Financial is resigning as custodian of your retirement account and has made arrangements for GoldStar Trust to serve as the successor custodian of your account as of the date provided in the resignation letter you received from Capital One Financial.

How will my account balance be invested?

Upon transfer of your account to GoldStar Trust, the funds in your account will initially be invested in an FDIC-insured, interest-bearing, demand account.

What additional investment options are available?

GoldStar Trust strives to provide you access to products and services to help you meet your investment goals. In addition to the FDIC-insured, interest-bearing demand account, we offer a broad array of investment options including stocks, ETFs, mutual funds and alternative investments. At this time, we do not offer access to a CD product.

How do I access my account?

Accounts can be accessed online through the GoldStar Trust account portal. To establish online access, you will need the last four digits of your SSN, Date of Birth, and email used to establish the account. The portal can be accessed by clicking “Login” then “New User? Register” on our website located at www.goldstartrust.com/capitalone

Will my recurring contributions/distributions continue?

Any recurring transactions that you have set up with Capital One will not transfer over to GoldStar Trust.

To continue recurring distributions you are receiving from your retirement account, including those set up with respect to Required Minimum Distributions (RMDs), please download and submit the Recurring IRA Distribution Request to GoldStar Trust.

To continue recurring contributions to your IRA, please download and submit the Bank Draft Request Form to GoldStar Trust.

Will my beneficiaries transfer over?

Any beneficiaries you have designated on your account with Capital One will transfer over to GoldStar Trust.

Will I receive a final statement from Capital One?

Yes, you will receive a final account statement from Capital One reflecting activity in your retirement account for the portion of 2022 that your IRA was held there.

In addition, GoldStar Trust will provide quarterly statements from the date your retirement account was transitioned to GoldStar Trust.

Who do I contact if I have additional questions?

If you have any questions about your existing Capital One retirement account and the transition of your retirement account from Capital One to GoldStar Trust, please contact Capital One directly at 844-502-7079.

For information on your new GoldStar Trust retirement account, please contact us by email at sales@goldstartrust.com or call 844-866-5065. We are here to help.

*Please note, GoldStar Trust will not be able to discuss specifics on your account until the date provided on your transition letter. 

Have Questions?

 

If you have any questions about your existing Capital One retirement account and the transition of your retirement account from Capital One to GoldStar Trust, please contact Capital One directly at 844-502-7079.

For information on your new GoldStar Trust retirement account, please contact us by email at sales@goldstartrust.com or call 844-866-5065. We are here to help.

Please note, GoldStar Trust will not be able to discuss specifics on your account until the date provided on your transition letter. 

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