We offer your investors the chance to invest in private placements with our Entrust B2B Portal
Is your investors’ buying power saturated? Stand out from your competitors and offer your investors the ability to invest in private placements with a self-directed IRA. We’ve already integrated with platforms such as Realtyshares, Hard Asset Alliance, which allow their investors to get access to an additional source of funds: IRAs. The process is simple, fully automated and transparent.
Provide the opportunity to invest in your offerings with a self-directed IRA to your investors by registering in our upcoming Entrust B2B Portal. This portal 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 fee schedules.
How Entrust helps you and your clients
You and your clients will benefit from Entrust whose 37 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 host monthly webinars on a variety of topics from beginner to advanced, participate and speak at tradeshows around the country to educate professionals on the opportunity, and much more.
Our Entrust B2B Portal makes investing a lot easier
We recently launched our Entrust B2B Portal. It is an online platform that allow you to invite your investors to invest in your offerings with a self-directed IRA at Entrust. The process is simple, fully automated and transparent. In order to do so, you will need to register online here. Integration with wealth management platforms such as eMoney Advisor, Black Diamond® also helps in making the Entrust B2B Portal a powerful tool for advisors to aggregate their clients' account(s) and simplify portfolio diversification. This service is completely free for you and advisors.
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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.