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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:

  1. Open an account- Determine the type of retirement plan that is right for you and open an account.
  2. Fund your account– Make a contribution or rollover or transfer funds, from an existing IRA or 401(k) plan.
  3. Choose an investment – Once your account has been funded, you can start self-directing your retirement dollars. 

What you need:

Before you start, be sure to have this information available:  

  • Social Security Number
  • Birthdate
  • Legal address
  • Electronic copy or hard copy of your ID (You will need to email or mail a legible copy of a government-issued ID)
  • Credit card information


Examples of valid ID:

  • Unexpired driver's license
  • State-issued ID (state in which customer resides)
  • Current US Passport or Alien Registration
  • Alien ID card for nonresident aliens
  • Certified US birth certificate


Example of Secondary ID

(this is applicable only if the address on your ID is not current or it is missing from the ID)

  • School ID
  • Utility bill
  • Concealed weapons permit
  • Property tax bill
  • Insurance card
  • Social security card
  • Government employer ID card


You can contact an Entrust representative at any point during your application process if you have questions or concerns.