Making contributions to your IRA might not be something you think about very often. Many people choose to automate theirs. While Entrust happily accepts recurring payments, it should be noted that we cannot initiate them.

The IRS sets contribution limits each year. Check out current contribution limits here.

 

How to Fund Your Account With a Contribution 

Make contributions by check, wire, or ACH. Contributions must be accompanied by a Deposit Coupon. Submit your Deposit Coupon via mail, email, fax, or the Entrust Client Portal.

Mail: The Entrust Group, 555 12th Street, Ste 900, Oakland, CA 94607

Email: cashmanagement@theentrustgroup.com

Fax: 510-587-0960


Choose a Funding Method

1) Checks

In the check’s memo section, write the tax year to which the contribution should be applied.

Make payable to: The Entrust Group FBO [Client Name and Account Number] Mail to: The Entrust Group, 555 12th Street, Ste 900, Oakland, CA 94607      

Copies, scans, and/or faxes of checks will not be accepted.

 

2) ACHs

Initiate the ACH through your bank.

Make payable to: TEG FBO [Account Number and Client Name]

 

3) Wires

Initiate the wire through your bank.

Make payable to: The Entrust Group FBO [Client Name and Account Number]

If you do not receive a confirmation email from us within 7-10 business days, please contact our Client Services Department at (800) 392-9653 for an update.