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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 to help 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

Choose An Asset Type

For information on dual account fees please contact us.

Precious Metals Asset Information

Other Alternative Assets Information

  • $

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 Termination Fee

Precious Metals Accounts (only) $150

Account Termination Fee

Alternative Assets (only) $250
Limited Time Offer
Claim Your $50 Promo Code
Open an account with Entrust for free!*
  • Rollover an old 401(k)
  • Transfer an existing IRA
  • Make a Contribution to a new IRA

Complete this form to get your $50 promo code

*Offer is valid for incoming transfers, rollovers, or contributions. No minimum required. Not valid for buy/sell transactions. Promotion ends at 11.59 p.m. April 17, 2018. This waiver applies to accounts with an account opening fee only. Offer available online only. $50 value. Note that accounts opened with the waiver need to be funded. Accounts not funded will be closed after 180 days.