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:

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Step 1

Open an account

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Open an account

Determine the type of retirement plan that is right for you and open an account.

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Step 2

Fund your account

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Fund your account

Make a contribution or rollover or transfer funds, from an existing IRA or 401(k) plan.

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Step 3

Choose an investment

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Choose an investment

Once your account has been funded, you can start self-directing your retirement dollars.

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Before you start, have this information available. The process will take less than 10 minutes.

  • Your social security number
  • Your birthdate
  • Your legal address
  • A digital copy of identification*
  • Credit card information
  • Your beneficiary's name and their social security number

That's it! You're ready to go!

*You will need to upload a legible copy of your government-issued ID. Examples of a valid ID: Unexpired driver 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.

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

 

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

 

Open an Account