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**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. **

Advisors & Issuers

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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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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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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.

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Take a Distribution

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

Change Your Personal Information

Securely change your phone number, address, and other information.

Designate and Manage Beneficiaries

Ensure your assets are distributed according to your wishes.

Generate an Account Statement

Monitor how your assets are performing and make informed decisions.

View Fees, Change Payment Methods, and Pay Fees

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

Determine and Fulfill Your RMD

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

View and Download Tax Forms

Including IRS Form 1099, 5498, and more.

Refer a Friend to Entrust

Slash up to $500 per year off your recordkeeping fees.

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.