How to Pay Fee Online
Paying fees in a timely manner is a crucial aspect of managing your Entrust Account.
Fees help cover the operational costs associated with maintaining and servicing your self-directed IRA (SDIRA). This includes administration, recordkeeping, and client support. Regular payment ensures that the services provided by The Entrust Group continue without interruption.
In this article, we’ll provide step-by-step instructions for paying fees online through the Entrust Client Portal:
- Navigate to the Billing Tab: After logging in to the Entrust Client Portal, you might see a pop up box stating there are past due fees. You can either click on Pay Fees on the pop window or close the pop up window, and click on the "Billing" tab at the top of the page.
- Select the Account: If you have multiple accounts, ensure you select the specific account you want to pay fees for. The system will not allow payment if one account has fees and another does not.
- View Balance and Add Payment Method: Click on “Add New Payment Method” and add a new credit/debit card.
- Enter Card Details: Enter the card number, expiration date (no slash needed), security code, name on the card, and address.
- Pay the Fees: Click on Pay Fees and follow the instructions.
- Specify Payment Details: Ensure the correct account is selected. Confirm the balance due or enter a different amount if needed. Select the card you just added. Authorize The Entrust Group to charge the card by clicking "Submit."
- Payment Confirmation: A confirmation message will appear, showing the payment breakdown. Navigate to the “Billing” tab and select the correct account to verify that there is no remaining balance.
By following these steps, you can successfully pay fees online through the Entrust Client Portal.
