Open a New Account

All you need is your ID and 10 minutes of your time.

Opening a self-directed account with Entrust is a straightforward process that can be completed online in just a few steps. This guide walks you through everything you need to know, from creating your login to submitting your application.

Step 1: Visit the Entrust Website

1. Open your internet browser (e.g., Google Chrome)
2. Go to: www.theentrustgroup.com and click "Open My Account."
   

Step 2: Create Your Login

1. Enter your email address and click Next.
2. Check your email for a 6-digit verification code.
3. Enter the code and click Next.
4. Create a password and click Submit.

Once completed, your online profile will be created. Log in using your email and password.

Step 3: Set Up Multi-Factor Authentication (MFA)

For security, you’ll need to verify your identity using a second method:

• Choose to receive a code via text message, phone call, or an authentication app.
• Enter your phone number.
• Enter the verification code you receive.
  
  

Step 4: Enter Your Personal Information

Provide your basic details, including:

• Full name
• Phone number
• Date of birth
• Social Security Number

Important: Address Verification

• Your primary address must match your government-issued ID.
• If it does not match, you’ll need to upload proof of address (e.g., utility bill, pay stub, or billing statement dated within 60 days).

You can also:

• Add a separate mailing address (optional).
• Indicate if you were referred by a business partner.
  
  

Step 5: Upload Identification

Upload a copy of your unexpired:

• Driver’s license, or
• Passport

Tip: If you don’t already have a digital copy:

1. Take a photo with your phone.
2. Email it to yourself.
3. Download and upload it from your computer.
   
   

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Step 6: Select Your Account Type

Choose the type of IRA you want to open:

• Traditional IRA
• Roth IRA
• SEP IRA
• SIMPLE IRA

Note: All Entrust accounts are self-directed, which refers to how the account is managed—not the type of IRA. If you’re unsure which option is right for you, consider speaking with a financial advisor or CPA.

Step 7: Indicate Investment Interests

Select the types of investments you’re considering. You are not limited to these selections. They simply help provide context for your account.

Step 8: Choose Your Funding Method

Indicate how you plan to fund your account:

• Transfer from another IRA
• Rollover from a 401(k)
• Annual contribution
  
  

Step 9: Add a Beneficiary

You must add at least one beneficiary. This can be:

• An individual (e.g., spouse, family member)
• An entity (e.g., trust or charity)

Some fields (like SSN or contact info) may be optional, but an address is required.

Step 10: Review Fees

You’ll see a breakdown of:

• $50 account establishment fee
• Ongoing recordkeeping fees (billed quarterly)
• Transaction-related fees

You can also use the Fee Calculator on Entrust’s website for estimates.

Step 11: Select Payment Methods

Choose how you’d like to pay:

• Account setup fee
• Ongoing fees
• Transaction fees
  
  

Step 12: Review and Submit Your Application

• Double-check all information.
• Make edits if needed.
• Optionally print a copy for your records.
• Click “Submit Application."
  
  

What Happens Next?

• Your account will be pending approval.
• Entrust’s Compliance team will review your application (typically one or two business days).

Important Timing Note

• There is a seven-day holding period before funds can be sent from a newly opened account.
• If you have a time-sensitive investment, plan accordingly.
  
  

Next Steps After Approval

1. Fund Your Account

You can fund your account by:

• Transferring funds from another IRA
• Rolling over funds from a 401(k)
• Making a contribution

To begin:

• Log in and click “Fund Account” under Quick Links.
• Select your funding method and follow the prompts.
  
  

2. Make an Investment

Once your account is funded and approved:

• Click “Make an Investment."
• Follow the instructions to complete your transaction.