Program disclaimer:
Offer available online only. The Entrust Group reserves the right to change the offer terms or terminate the offer at any time without notice. This offer is not transferable, saleable, or valid in conjunction with other offers. Other restrictions may apply.
Reward Information for client referrals:
The $50 credit for referring a new client to Entrust will be applied towards the referrer’s recordkeeping fees. If the referrer’s account is not currently subject to recordkeeping fees, it may be applied to their future recordkeeping fees. Otherwise, credits are not applicable to any other charges and will thus be forfeited. In no event will a credit be issued to the client as cash. The $50 reward will be applied once the referred individual’s account has been funded. You can receive up to 10 referral reward credits (totaling $500) per calendar year. For privacy purposes, we cannot disclose any information about qualifying accounts opened by those you have referred.
Reward Information for new clients:
Offer valid for referred individuals who do not currently have an Entrust account and who open an eligible account. Eligible accounts include: Traditional IRAs, Roth IRAs, SIMPLE IRAs, SEP IRAs, Individual 401(k)s, Health Savings Accounts and Education Savings Accounts. Individuals referred to Entrust will see their establishment fee ($50 value) waived should they use the link provided by the individual who referred them. The establishment fee waiver applies to accounts opened online only, and within 60 days of receiving the link, after which point the links expires. The $50 establishment fee waiver will be applied directly during the online account application. There is no minimum amount needed to open an account at Entrust.
