KSG
Lucas and Joelle are exceptional beyond words!!!
Lucas and the Digital Trust / Choice team answered all of my questions promptly and guided me through the Traditional IRA to Roth IRA Conversion Process sending me the specific forms to create a new Roth account and to transfer my funds. The process was straight forward and efficient. The Support Team including Lucas and Joelle were highly skilled and great to work with.
Response from ChoiceMar 30, 2026
We're so glad you're enjoying the Choice experience, KSG! If you have anymore questions in the future, please don't hesitate to reach out.




