Advisors have a large role to play in educating clients, start with self-direction

The 2007-2008 financial crisis has left investors, especially the Baby Boomers, worried and even some weakened. The uncertainty of the stock market has made investors looking for other ways to grow their hard-earned money, whether it is for their personal or their retirement funds. Offer your clients a way to truly diversify their retirement portfolios and expand their investment opportunities with self-direction.

If your clients ask about non-traditional or self-directed investments in their retirement account, are you prepared to answer them? Make yourself a trusted source, learn about self-directed IRAs to be able to provide your clients all the tools they need for financial success.

Whether you are a Financial Advisor, RIA, CFP, CPA, or an Asset Management Firm, your goal is to help your clients have a successful financial future. Boost your practice and gain new clients and referrals through your knowledge of self-directed retirement plans. Learn all about Unrelated Business Income Tax (UBIT), prohibited transactions, and more to position yourself as a trusted advisor, differentiating yourself from your competition and taking advantage of the opportunities arising.

Advisors have a large role to play in educating and assisting Baby Boomers who have been saving for retirement and want to know more about the financial implications of transitioning from work to retirement. This is assistance that few financial institutions or employers offer.

How Entrust helps advisors and their clients

You and your clients will benefit from Entrust whose 36 years of experience in the industry, have made us pioneer in self-direction. Our team of professionals understands the self-direction process first-hand, and they are here to help you explore your options. Entrust professionals are regularly examined to ensure compliance with current state and federal banking requirements, as well as industry best practices. In addition, they keep up to date by participating in ongoing educational programs to ensure that the most accurate information is shared with clients. In fact, most of our staff holds the Certified IRA Services Professional (CISP) designation.

At Entrust, we take pride in education

We provide you and your clients with all the education materials you need: whitepapers, reports, webinars, blog articles, and more. We’ve even created a school ‘The Entrust IRA Academy ‘ to help professionals like you sharpen their knowledge of IRAs and IRA-based employer-sponsored retirement savings vehicles. It also gives you an opportunity to earn continuing education credits from the American Bankers Association and Institute of Certified Bankers.

Learn more about the IRA Academy

Our Entrust B2B Portal makes investing a lot easier

We recently launched our Entrust B2B Portal. It is an online platform that allows you to manage your client’s self-directed account(s). The process is simple, fully automated and transparent. In order to do so, you will need to register online via the portal. Integration with eMoney Advisor also helps in making the Entrust B2B Portal a powerful tool to aggregate your clients' account(s) and simplify portfolio diversification. This service is completely free for you.

Learn more about our B2B Program


The Entrust Group may terminate a Participant’s B2B program membership at any time if the Participant: fails to meet any of the Program Requirements; becomes insolvent, declares bankruptcy or enters receivership; makes an assignment for the benefit of creditors; has a substantial portion of its assets seized or attached; is no longer authorized to conduct business; is determined in good faith by Entrust to not be financially sound; or if Entrust believes, for any reason, that the Participant should no longer be eligible.

Entrust reserves the right to make changes to the products and services it offers, including its B2B program, at any time. Upon any termination of this Agreement, Participant will immediately return to Entrust, or at Entrust’s request will destroy all copies of Entrust confidential information in its possession or control or will certify to Entrust in writing that it has destroyed all such confidential information.

Entrust does not endorse, recommend or advise on any investment product or service. We do not hold exclusivity agreements or pay any commissions or incentives to any investment provider or Participant.