It’s your future… Protect it by choosing the right administrator.

For almost 40 years, The Entrust Group (“Entrust”) has provided account administration services for self-directed retirement accounts and tax-advantaged plans. Entrust has a team of knowledgeable representatives to assist investors step by step in purchasing alternative investments with their retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms. These assets include residential and commercial real estate, secured and unsecured notes, limited liability corporations, precious metals, mortgages and more.

Did you know Entrust can help individual investors, real estate professionals, small business owners and even financial professionals such as CPAs, CFPs, and RIAs? Here are the ways Entrust can help:

An Industry Leader for 4 Decades and Counting…

  • For almost 40 years, Entrust has administered nearly $3 billion in total assets, on average, per year and is insured on amounts up to $5mm by the Federal Deposit Insurance Corporation (FDIC).

  • Entrust is the premier provider of account administration services for self-directed IRAs and other tax-advantaged plans

  • Entrust has more office locations than any other self-directed IRA administrator.

5 Steps to Investing in Real Estate With a Self-Directed IRA

  • What types of property can be purchased in a self-directed IRA
  • How to fund your IRA to make a purchase
  • When your IRA can and cannot do a transaction

Download Your Free Guide

Personal Service Every Step of the Way


Our client services professionals are here to help you with any questions you may have from 8:30 a.m. to 5:00 p.m. PST, Monday through Friday.


We provide you with access to Entrust associates who hold the Certified IRA Services Professional (CISP) designation to answer general IRA questions. They understand the self-direction process first-hand.

ongoing educational programs - Book-icon-1.png

In addition, Entrust professionals keep up to date by participating in ongoing educational programs to ensure that the most accurate information is shared with clients.


We prepare and submit required forms to the IRS including Form 1099-R for distributions, annual Form 5498 for reporting, and more.

Educational Tools at Your Fingertips

Our Learning Center strives to educate investors about the investment process, including industry tips and strategies, as well as the benefits of self-directed investing and portfolio diversification options.

We offer specialized training for financial and retirement professionals, CPAs, bank and trust company staff at our annual IRA Academy event. The IRA Academy course has been approved by the Institute of Certified Bankers (ICB) to prepare candidates for the Certified IRA Services Professional (CISP) exam.

Get started by exploring our educational webinars, presentations, webinars, articles, videos and more here.

The Entrust Learning Center is online, putting resources at your fingertips when it’s convenient for you.

Participate in webinars led by industry professionals
Watch on-demand videos on a variety of alternative investment topics

Locate and attend local educational events happening in your community


Browse an extensive library of articlesFAQs, reports, government publications, and more


Access a glossary of self-directed IRA, retirement, and investment terms

Visit the Entrust Learning Center

Helping you Grow Professionally

We can help you grow your business through our programs which are dedicated to B2Bs, whether they are real estate professionals, financial advisors and more.

We educate you and your clients about the benefits of portfolio diversification through alternative investments. We'll show you how you can tap into retirement funds and expand your client base to include self-directed investors.

Access to manage your self-directed IRA account 24/7

Increase the potential for growth
Track you investments, monitor your account balances, transactions, and distributions online using the Entrust Client Portal.
Take control of your own financial future

In addition, users can submit service requests to a Client Services Representative and receive assistance regarding their account.

These are just some of the features that the Entrust Client Portal offers to make self-directed retirement as simple as possible.

With a self-directed IRA or Real Estate IRA, you are not limited to the investment offerings of an IRA custodian or trustee. By using Entrust as the administrator for your self-directed IRA account, you have the flexibility to invest in anything that is permissible. You are not limited to a custodian’s narrow range of stocks, bonds, and mutual funds, but you have access to the same tax advantages!

We make it easy and convenient to work with us. Opening an account online at Entrust takes less than 10 minutes.

Open an Account


Note: If you already have a traditional or Roth IRA, or a dormant 401(k), you can transfer or rollover the funds to a self-directed plan with no penalties. You do not need to sell any of the assets that you currently have.