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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 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.


Professional Personal Service

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

Create an IRA account

Educational Resources

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

Fund your account

Online Transactions

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

Open My Account Now






Five Free Days of Exclusive Investor Content

What You'll Get:

  • Help in assessing your current retirement situation
  • A look at different retirement savings options in 2019
  • Information on how to invest in alternative assets like real estate, precious metals, start-ups, and more!
  • Four investor stories at different stages of retirement planning 
  • Free educational whitepapers, videos, and articles


Opt-In For Free

You will receive a bonus gift on day 5 to kickstart your portfolio