**The Entrust Group will be closed on Thursday, June 12th and Friday, June 13th for mandatory regulatory training and a company-wide event. This training is crucial for maintaining our high service standards and meeting all regulatory requirements. We appreciate your understanding and look forward to serving you in the future. We will resume normal business hours on Monday, June 16th. **

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Call Us: 1-800-392-9653
Call Us: 1-800-392-9653
Get a Free Consultation

Self-Directed IRAs

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What is a SDIRA?

Advisors & Issuers

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Overview

For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

Learning Center

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Learning Center Overview

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

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What We Do

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.

Hello, we’re here to help!

Manage Your Account

Monitor Pending Requests

Track the status of your pending requests in just a few steps.
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Manage Your Account

Take a Distribution

Here's how to withdraw funds or assets from your Entrust account.
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Manage Your Account

Change Your Personal Information

Securely change your phone number, address, and other information.
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Manage Your Account

Designate and Manage Beneficiaries

Ensure your assets are distributed according to your wishes.
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Manage Your Account

Generate an Account Statement

Monitor how your assets are performing and make informed decisions.
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Manage Your Account

View Fees, Change Payment Methods, and Pay Fees

Stay on top of your fees and avoid any disruptions in service.
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Manage Your Account

Determine and Fulfill Your RMD

Confirm, calculate, then fulfill. Required minimum distributions (RMDs) play a ...
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Manage Your Account

View and Download Tax Forms

Including IRS Form 1099, 5498, and more.
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Manage Your Account

Refer a Friend to Entrust

Slash up to $500 per year off your recordkeeping fees.
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Get Started with Featured Resources

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How to reset your password
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2025 Deadline Calendar
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Ways to lower your tax bill
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Fund Your Account

Make a Contribution to Your SDIRA

First, make sure you're eligible to contribute.
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Client Portal

Log in to the Entrust Client Portal

Once you've created your online profile, it's time to log in.
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Manage Your Account

Refer a Friend to Entrust

Slash up to $500 per year off your recordkeeping fees.
Read More
Manage Your Account

View and Download Tax Forms

Including IRS Form 1099, 5498, and more.
Read More
Client Portal

Reset Your Password

Let's get you back into your account quickly and securely.
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Client Portal

Set Up Multi-Factor Authentication (MFA)

Learn how to reduce the risk of unauthorized transactions by up to 99.2%.
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Manage Your Account

Determine and Fulfill Your RMD

Confirm, calculate, then fulfill. Required minimum distributions (RMDs) play a ...
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Make an Investment

Purchase Real Estate Notes

Invest in promissory notes secured by a mortgage or deed of trust. Real estate ...
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Asset Maintenance

Send Funds from an Investment to Your IRA

Make sure all investment-generated funds flow through your Entrust account.
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Didn’t find help here? Contact us!

If you have any other questions or need tailored support, our experienced Client Services department is dedicated to providing you with the help you need. 
Contact Client Services