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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.

Get Started on Your Self-Directed Investment Journey

It’s quick and easy to open a self-directed IRA (SDIRA) at Entrust. The process takes under 10 minutes and there’s no minimum balance. It costs $50 to establish your account and we won't charge recordkeeping fees until you invest.

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Gather Personal Information

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Setup Online Profile in Minutes

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Open Entrust Account

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Fund Account

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Invest In Alternative Assets

Ready to build a more tailored retirement portfolio?

Selecting the Account That Fits Your Strategy

It’s important to keep in mind that an SDIRA is simply an IRA. What differentiates it are access and control; and with a SDIRA, both are unlimited.

This means for many potential SDIRA-holders one of the biggest questions is: what’s the difference between a traditional and Roth IRA? Traditional IRAs are funded with pre-tax dollars, so your investment can grow tax-deferred. Roth IRAs are funded with post-tax dollars, and your investment grows tax-free. Your investment strategy will dictate the type of account you choose.

Self-direction doesn’t just apply to IRAs though. If you are self-employed, you might consider a SEP IRA or an Individual 401(k). These accounts are designed to meet the unique needs of small business owners - with higher contribution limits and deductions available.

Traditional IRA Features

  • Contributions are tax-deductible
  • Required minimum distributions begin to occur annually at age 72
  • Funds withdrawn before age 59 ½ are subject to 10% penalty
  • Taxes on earnings aren’t due until withdrawn from the IRA

Roth IRA Features

  • Contributions aren’t tax deductible
  • No required minimum distributions
  • Principal contributions can be withdrawn penalty-free

Here’s what you need to open an SDIRA

  • Your Social Security Number
  • Your birthdate
  • Your legal address
  • A digital copy of identification*
  • Credit Card Information
  • Your beneficiary's name and Social
    Security Number
* You will need to upload a legible copy of your government-issued ID (front and back). Here are examples of a valid ID: Unexpired driver license, state-issued ID (state in which client resides), current US passport or alien registration, alien ID card for nonresident aliens, certified US birth certificate.

Choose Entrust and Set Yourself Up for Success

For over 40 years, Entrust has empowered investors to take charge of their retirement portfolios by providing access to tax-advantaged, self-directed accounts. From the beginning, our mission has been to not only provide best-in-class account administration, but also to raise awareness of the power of self-direction for investors.

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45,000+ satisfied clients

Our knowledgeable staff is here to support you. They understand SDIRAs because many have SDIRAs. And this practical experience, coupled with our regularly-updated investor Learning Center, means you can deepen your investing expertise with recent, relevant, and actionable content.
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Simple and transparent fee schedule

We pride ourselves on having a simple and transparent fee schedule based on the number of assets you hold and your account value. Our recordkeeping fees have a cap, so you can invest confidently, knowing that no matter how much your account grows, you will never pay more.

Hear From Entrust Clients

Unlock Your Investing Potential With Entrust! Open my account now
Have questions about Entrust? Book a free consult