Why Self-Direction?

Want to open an account?

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Simple Processes

At Entrust, We Make Self Direction Easy

Over the past 25 years The Entrust Group has processed tens of thousands of self directed IRA transactions for clients all across the country.

When you open your account with us, our step-by-step process provides you with a blueprint to open, fund and complete self directed IRA investment transactions quickly, safely and accurately.

We’ve developed all of the paperwork and procedures to make sure that your self-directed IRA transactions are handled efficiently.

You know you’re in good hands, because we’re the experts in self directed IRAs and real estate IRAs.

Whether you are an experienced investor looking to diversify your retirement portfolio or an individual looking to set up your first IRA, we have processes in place to suits your needs.

What do you have to do get a self directed IRA?

It's easy. Basically, there are three steps to self directing your IRA funds:

1. Open an Account – If you’ve already chosen a retirement plan, open a self directed IRA with Entrust. Our professionals are trained in all areas of self directed IRAs and real estate IRAs, and are ready to assist you.
   
2. Fund your Account – Fund your account by making a contribution or by rolling over or transferring funds from another IRA. Your local Entrust office can assist you.
3. Choose an Investment – If you have an investment in mind, simply contact your local office. If you’re looking for investment ideas, visit the Entrust Learning Center.

Get started today!