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How We Are Regulated

As a third-party administrator of self-directed retirement accounts, The Entrust Group is regularly examined to ensure compliance with state and federal banking requirements. In addition, Entrust is overseen by state and federal agencies, including:

  • Internal Revenue Service
  • Federal Deposit Insurance Corporation
  • State and federal banking regulators
  • Department of Treasury
  • Federal Trade Commission
  • Department of Labor

In compliance with banking, securities, and treasury department regulations, Entrust ensures that our clients make their own investment decisions.

The Entrust Group provides clients with the tools to self-direct investments in a strictly enforced regulatory environment.

If you have any questions regarding regulation of Entrust and the self-directed industry at large, please contact us at


The Entrust Group
555 12th Street, Suite 1250
Oakland, CA 94803
Toll Free: (888) 340-8977
Phone: (510) 587-0950
Fax: (510) 587-0960

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