<img src="//bat.bing.com/action/0?ti=5104607&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">

Professionals

financial-professionals-menu-image

Stand out from the competition by offering your audience a way to diversify their portfolios.

Learning Center

Learning-Center-menu-image-1

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

teg-symbol-about-entrust-menu-image

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.

Here's Why Our Entrust Client Portal Makes Online Investing Easy, Efficient & Secure

entrust-client-portal.png

Estimated reading time: 1 minute

Scroll. Tap. Click. For millions of Americans, those actions have replaced going to the bank or sitting down with an account statement. According to the 2016 North America Consumer Digital Banking survey by Accenture, 60% of Americans use online banking at least weekly. Research from the Federal Reserve shows that 53% of smartphone owners used mobile banking in 2015, a 14% increase over 2014.

The most often-used services online include checking an account balance, making a payment or a purchase, and tracking expenses.

Hmmm, you can do many of those same things online using the Entrust client portal. It’s simple, intuitive, and best of all, free. Last year, 9,800 people used the portal, and 35% of new accounts were opened online. The portal also offers serious protection for your private information.

We designed the portal to make it easy for you to open an account online. All you need is 10 minutes and some basic personal information, a digital copy of a government-issued ID, and your credit card information. Oh, and a computer or smartphone to reach us.  (And if at any time, you want to talk with one of our trained professionals, give us a call.)

Once your account is open and funded, the portal continues to be an efficient way to monitor your account balances, transactions, and distributions. And while you’re on the Entrust website, you can go to the Learning Center to deepen your knowledge of self-direction, the range of assets available for investment, and your understanding of important investment concepts like due diligence.

Summer’s almost here and it's time to take it easy—as easy as opening a self-directed IRA online with The Entrust Group.

Sources:
Accenture, 2016 North America Consumer Digital Banking Survey, 2016 North America Consumer Digital Banking survey https://www.accenture.com/t20160609T222453__w__/us-en/_acnmedia/PDF-22/Accenture-2016-North-America-Consumer-Digital-Banking-Survey.pdf
Federal Reserve, Consumers and Mobile Financial Services Report
https://www.federalreserve.gov/econresdata/consumers-and-mobile-financial-services-report-201603.pdf
 

Self-Directed IRAs:
The Basics Guide

Learn about your investment options, Self-Directed IRA rules, and much more!

Download Now

Like what you read?

Subscribe to our newsletter to get in-depth articles, right in your inbox every month

1 Comment

Preparing Your IRA Beneficiaries For The Future

Register to our next webinar on Thursday, November 11, 2021 at 11:00 a.m. PT / 2:00 p.m. ET

Save my Seat
/**