How do I open a Self-Directed IRA?

Opening an account takes less than 10 minutes with The Entrust Group. First, submit an application online. Next, fund your account by either transfer, rollover, or contribution. Finally, choose your investments. It's that easy!

How to Open a Self-Directed IRA in 2020 (Step-by-Step)

The Entrust Online New Account Application is Easy

Step 1

Gather Your Information

Gather Your Information

Your personal information, identification and credit card information is required for your application

Step 2

Complete Your 10 Minute Application

Complete Your 10 Minute Application

Please fill out all fields to complete your application. Don’t forget your signature.

Step 3

Choose How to Fund Your Account

Fund Your Account

Choose from a Transfer, Rollover or Contribution to fund your account.

The process will take less than 10 minutes!

Before you start, have this information available.

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

That's it! You're ready to go!

*You will need to upload a legible copy of your government-issued ID (front and back). 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.

Open an online Entrust Self-Directed IRA and you’ll get access to the best services and resources—all at a great value.

Professional Personal Service

Get one point of contact for a personal experience. Your dedicated representative will assist you with your account transactions.

Educational Resources

Access hundreds of articles, videos, industry insights, and reports to help enhance your investing skills.

Online Transactions

Make online transactions via our Entrust Client Portal and easily manage and view all your accounts and services.

Choose An Asset Type

Precious Metals
Other Alternative Assets

For information on dual account fees please contact us.

Precious Metals Asset Information

Number of Assets

Back Calculate

Other Alternative Assets Information

Number of Assets
$ Total Asset Value

Back Calculate

Your Annual Fees

Based on the information you provided, your fees would be based on the number of assets. (Option 1)

Based on the information you provided, your fees would be based on the asset value. (Option 2)

Account Transaction Fees:

Alternative Assets Account Fee Options

►

Option 1 - Based on Number of Assets

$299 per asset

►

Option 2 - Based on Asset Value
(calculate using the table below)

Min. $199 - Max. $1,995

If the account value is between	Multiply the value by
$1 and $24,999 $25,000 and $49,999 $50,000 and $149,999 $150,000 and $299,999 $300,000 and up	0.0095 0.0070 0.0065 0.0060 $1,995 (max)

For example, if account value is $20,000, the annual administration fee would be $199 ($20,000 x .0095 = $190. However, $199 is the minimum fee.) If account value is $55,000, the annual administration fee would be $445.00, calculated by adding together the incremental amounts for each tier: Tier 1: $24,999 x .0095 = $237.49; Tier 2: $25,000 x .0070 = $175.00. Tier 3: $5,001 x .0065 = $32.51. Combining the number from all three tiers totals $445.00.

Self-Directed IRAs

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taking control of your retirement.

Set up an account quickly and easily, and we’ll help you every step of the way.