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Professionals

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Stand out from the competition by offering your audience a way to diversify their portfolios.

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.

The Entrust Online New Account Application is Easy

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Step 1

Gather Your Information

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Gather Your Information

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

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Step 2

Complete Your 10 Minute Application

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Complete Your 10 Minute Application

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

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Step 3

Choose How to Fund Your Account

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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

Open My Account Now

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

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Professional Personal Service

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

Access hundreds of articles, videos, industry insights, and reports, covering everything from fees to contribution limits, helping enhance your investing skills.

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Online Transactions

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

Open My Account Now

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.

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