---
title: Open a New Account
description: How to log in to the Entrust Client Portal
---

[Knowledge Base ](https://www.theentrustgroup.com/knowledge-base)

# [Open a New Account](https://www.theentrustgroup.com/knowledge-base/open-a-new-account)

 Written by [The Entrust Group](https://www.theentrustgroup.com/knowledge-base/author/the-entrust-group) | Apr 21, 2026 8:39:35 PM

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](https://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.

 

## **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](https://www.theentrustgroup.com/fees#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.

[View full post](https://www.theentrustgroup.com/knowledge-base/open-a-new-account)

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