Stay on top of your fees and avoid any disruptions in service.
In this guide, we will walk you through the process of viewing your fees, updating your payment methods, and paying your fees using the Entrust Client Portal. This tutorial ensures that you can easily manage your fees and avoid any disruptions in service.
- Log In and Locate Your Fees: After logging in to the Entrust Client Portal, scroll down and locate the box displaying your account number. Click on the "Fees" link within that box.
- View Your Fees: On the fees page, scroll down to see all the fees that have been charged to your account, starting with the most recent.
- Note: For each fee, you will typically see two transaction line items:
- The first line item indicates when the fee is due, showing a positive balance.
- The second line item indicates when the fee has been paid, returning the balance to zero.
- This page will display all types of fees, including recordkeeping fees, asset purchase fees, wire fees, and more.
- Update Your Payment Method:
- If you want to change how your fees are paid, scroll to the top of the Entrust Client Portal and click on the Billing tab. Select your account from the dropdown on the left to view your current payment method.
- If there is a balance due for the account, you can pay it with a credit/debit card or the cash balance of the IRA.
- Cash Balance: If you would like to pay using the cash balance of the account, you can:
- Credit/Debit Card: If you would like to pay with a credit/debit card, return to the Billing tab and click on "Add New Payment Method." On the next page, you can add your preferred debit or credit card.
- If there is not a balance due for the account, you can also choose to set up a U.S. bank account for auto-debit in the future. Simply return to the Billing tab and click "Add New Payment Method" and follow the on-screen instructions.
- Enter the payment information, click "Save," and follow the on-screen instructions.
4. Pay Your Fees: To make a payment, return to the Billing tab. Select the account for which you want to make a payment. Click on "Pay Fees." On the payment page, you will see a box asking how you want to pay the balance due. Select your preferred method. Click the "Submit" button to complete the payment.
By following these steps, you can effectively manage and pay your fees through the Entrust Client Portal.