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*The Entrust Group offices will close at 1:00 p.m. on Friday, December 13th. We will resume normal business hours on Monday, December 16th.**

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Self-Directed IRAs

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What is a SDIRA?

Advisors & Issuers

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Overview

For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

Learning Center

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Learning Center Overview

Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

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What We Do

For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

    July 28, 2021 – The Entrust Group has launched the Entrust App, an innovative tool for self-directed IRA (SDIRA) investors who want to manage their Entrust SDIRA from anywhere at their own convenience.

    The Entrust App is easy to use, free to download, and secure for all transactions. It is the first mobile app of its kind that allows current Entrust clients to purchase alternative investments and manage their SDIRA on-the-go. The Entrust app is forging the path towards making SDIRA management more convenient than ever before. It is currently available for iOS on the Apple App Store.

    Designed with SDIRA investors in mind, the Entrust App is built to accommodate a wide variety of functions. Entrust App users can:

    Securely Conduct Transactions On-the-Go

    With the Entrust app, viewing accounts and sending messages is just the beginning. Clients can use the app to take advantage of any investing opportunities that come up in real time:

    • Fund an account
    • Purchase alternative investments
    • Complete, edit, and submit necessary forms
    • Open additional accounts

    Manage Accounts From Anywhere

    With the Entrust mobile app, clients can make changes and updates to their account when and how they want:

    • View and download statements and tax forms
    • Make payments
    • Manage beneficiaries
    • Complete and submit Fair Market Valuations
    • Take distributions
    • Give 3rd party access to their advisor

    Explore Alternative Investments With Entrust Connect

    Looking for a new investment? Access the online client marketplace, Entrust Connect, straight from your phone. This online marketplace is continually updated with a variety of opportunities other Entrust clients are investing in:

    • View private offerings other Entrust clients have invested in
    • Contact investment sponsors for more information
    • Invest in new offerings directly from the app

    With new trends in the investment world focused on self-direction and accessibility, The Entrust Group has risen to meet the needs of today’s tech-savvy generation of investors. They are seeking the ability to perform instant transactions, take advantage of timely investments, and control their investments and retirement funds.

    The Entrust App is built to support the next generation of investing, empowering The Entrust Group’s clients to take over their financial future easier.

    For more details about The Entrust Group Entrust App, visit

    https://www.theentrustgroup.com/entrust-app

    About The Entrust Group:

    The Entrust Group has provided account administration services for Self-Directed retirement accounts and tax-advantaged plans for over 40 years. As an administrator and record keeper, Entrust works to provide clients with more time and freedom to determine their financial future through a wide array of tax-deferred or tax-free options. For more information about The Entrust Group, or Self-Directed IRAs, please visit www.theentrustgroup.com.

    Media Contact: Alex Sundstrom, asundstom@theentrustgroup.com