When you open your self-directed retirement account with Entrust, we walk you through the process of getting started, as well as funding and completing your transactions safely and accurately. We’ve developed all of the paperwork and procedures to make sure that your self-directed IRA transactions are handled efficiently.
Whether you are an experienced investor looking to diversify your retirement portfolio, or a new saver looking to set up your first IRA, our process is simple:
Before you start, be sure to have this information available:
Examples of valid ID:
Example of Secondary ID
(this is applicable only if the address on your ID is not current or it is missing from the ID)
You can contact an Entrust representative at any point during your application process if you have questions or concerns.