Raise more capital, easy and fast with our Entrust B2B Portal

A growing amount of capital is flowing from the traditional investment institutions to alternative investment institutions and marketplaces. We’re starting to see that more and more investors are interested in using their retirement funds as a funding source for those types of investments.

To make your life easier and help you raise more capital faster, we’re developing The Entrust B2B Portal. It is an online platform that will allow you to raise capital by offering the ability to invest in your offerings with an additional source of funds to your investors: IRAs. The process is simple, fully automated and transparent. In order to do so, you will need to register online via the portal, create the investment opportunity(ies), and simply invite your investors to invest in your offering(s), all of this in one place. This service is completely free for you. You and your clients will also benefit from Entrust’s 36 years of experience, get  access to the highest quality client service in the industry as well as discounted fees.

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


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Entrust may terminate the membership to program if your Account is inactive in any contiguous twelve month period as defined in the program requirements. Entrust may terminate the membership immediately if; a) the applicant fails to pass the ongoing checks performed by Entrust; b) the applicant becomes insolvent, becomes the subject of a bankruptcy or receivership proceeding, makes an assignment for the benefit of creditors, has substantial portion of its assets seized or attached, or is no longer authorized to conduct business; c) the applicant is (or will be) merged into or is (or will be) acquired by another entity that Entrust determines, in good faith, is not financially sound or lacks the experience, ability or capacity to perform the obligations required by this program. Entrust reserves the right to make changes to its B2B program at any time. Entrust also reserves the right to make changes to the products and services offered at any time. (ie. Type of accounts offered, fees, marketing, etc.). Upon any termination of this Agreement, Applicant will immediately return to ENTRUST, or at ENTRUST’s request 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.