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A True Self-Directed IRA

Reach your Financial Goal with the Premier Provider for Self-Directed IRAs

Open an Account Book a free consultation

The Entrust Group is a trusted industry leader:


Industry leader for almost 40 years


Over $5 Billion assets under administration


45,000+ Investors empowered


Access to manage your SDIRA 24/7

Looking for a better SDIRA administrator?

Here’s why you should consider The Entrust Group


Personal service every step of the way


Educational resources at your fingertips


Experienced industry professionals in-house


Never get bounced around by a call center again

  • All calls are answered by our in-house experts
  • Contact your account manager directly
  • Your account manager knows you and your investments
  • Our CISP-certified representatives understand the Self-Directed IRA process first-hand
  • Our professionals stay current about the industry and provide you with the most accurate information possible
"Courteous , professional, and efficient response to resolve an old issue, and assist with creating a new access to my account."
Paul Witham, Entrust Client

Manage your account with 24/7 access

From dashboards to assets, transactions, and billing, our client portal helps you stay on top of your SDIRA at all times.

  • Dashboard
    View your account information and account management features all in one place
  • Assets
    See a breakdown of the assets in your account
  • Transactions
    View your account history and initiate new transactions
  • Activity
    Fund your account, make an investment, add beneficiaries, and much more.
  • Billing
    Easily add a new credit card and update your payment information
  • On-the-go?

    Download our industry leading mobile app to manage your account from almost anywhere

No hidden fees. Complete transparency.

You choose your fee schedule.

Account Establishment Fee

One-time account establishment fee for opening a self-directed IRA, per account

Annual RecordKeeping Fees (billed quarterly)
Total Asset Value
under $50,000
(excluding cash)
Total Asset Value
of $50,000 or more*
(excluding cash)

A single asset

$199 annually
$199 annually
+ 0.15% of the total asset value
over $50,000* (excl. cash)

Two or more assets

$299 annually
$299 annually
+ 0.15% of the total asset value
over $50,000* (excl. cash)
Purchase And Sale of Asset Fees

Purchase, sale, exchange or additional funding, per asset

(excluding real estate, precious metals and/or crowdfunding with selected companies)


Purchase, sale, or exchange of real estate

(includes earnest money deposit if applicable)


Purchase, sale, or exchange of real estate with non-recourse loan

(includes earnest money deposit if applicable)


Purchase, sale, or exchange of precious metals

(precious metals depository fees, such as storage and shipping, may apply and will be charged to your account)


Purchase, sale, or exchange of crowdfunding

(only if investing with the following companies: WeFunder, SharesPost, Realty Mogul, Funders Club, EquityZen, and CrowdStreet)

(Some accounts may incur one-time transaction fees. Please select this drop down to learn more about possible transaction fees.)

*The uninvested cash in your account is not charged a 0.15% fee, regardless of the amount of cash held in there. The 0.15% fee is assessed solely on the total asset value above $50,000. For example, an account with two assets of a total value of $150,000 and $12,000 cash would pay a fee of $299 + 0.15% of $100,000 ($150), or a total of $449 annually.

There is a cap on recordkeeping fees at $2,299 per year, so no matter how much your account grows, you know you will never pay more.

Frequently Asked Questions

How much money can I put in a Self-Directed IRA?
Contributions limits may vary year over year depending on the type of account you have. The IRS releases new contributions limits for all plans including Traditional IRAs, Roth IRAs, SEP and SIMPLE plans, ESAs and HSAs every year. Check out the current contributions limits here
What type of fees are associated with a SDIRA?

Entrust offers a flexible, simple and transparent self-directed IRA fee schedule. There are four fees associated with a self-directed IRA at Entrust: establishment, annual recordkeeping, purchase and sale of asset and transaction fees. Click here to view our fee schedule.

I thought only stocks, bonds, or mutual funds were allowed in retirement accounts? Why haven’t I heard of this before?

Most investors are surprised to find out that investing in alternative investments with your retirement funds has actually been around since 1974. Most brokerage firms and banks offer investments, like stocks and bonds. For this reason, it’s not in their best interest to talk about self-directed retirement accounts, and they don’t have the infrastructure or expertise to handle them.

Can I invest in my own business with a self-directed IRA?

No, this is considered a prohibited transaction as it is a conflict of interest by involving a disqualified person (you).

How do I start a Self-Directed IRA?

Our process is quick and straightforward. Follow these steps:

  1. Open a new account: you can open an account online here, download the account application here or speak with an Entrust representative at 800-392-9653, option 2.
  2. Fund your account. Entrust offers multiple options for funding your IRA. 
  3. Choose an investment. If you have an investment in mind and have any questions, contact Entrust to get started.
What rules must you follow with a SDIRA?

A few self-directed IRA rules from the IRS to keep in mind with these types of retirement accounts include being aware of contribution limits, avoiding prohibited transactions, accurately reporting the fair market value of your assets, understanding distribution rules, and paying attention to any unrelated business income tax you may be responsible for.

What types of investments aren’t allowed with a self directed IRA?
Transactions not permitted under a SDIRA include life insurance contracts, collectibles, and S corporations. In addition, any investment involving a disqualified person (spouse, parents, children and more) are considered prohibited transactions.
Can I move my 401(k) into a Self-Directed IRA?
Yes, you can move funds from an old employer’s 401(k) into a self-directed IRA via a rollover. Other methods to fund your account include transfers and cash contributions. Contributions are subject to IRA contribution limits that the IRS publishes each year.
Are there any disadvantages to a Self-Directed IRA?

Self-directed accounts require that the investor find investments and perform the due diligence. SDIRA holders must also be aware of the rules and regulations for their accounts in order to avoid prohibited transactions. Put simply, an SDIRA is not a ‘set it and forget it’ investment strategy, so it’s important to consider your own interest in managing your accounts.

What should I look for in a SDIRA Custodian?
A few key things you want to look for in a potential company include investment options, disclosure, expertise, fees, data protection, insurance, and servicing times.
When can I start withdrawing my money?
To begin accessing your funds without a penalty, you must have reached 59 ½ years old. Depending on the type of IRA, taking early distributions will result in a 10% early distribution penalty tax. At age 70 ½, you must start taking required minimum distributions, depending on the type of account you hold.
Can I invest in my own business with a self-directed IRA?

No, this is considered a prohibited transaction as it is a conflict of interest by involving a disqualified person (you).

About The Entrust Group

For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans.

Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

Why Choose Entrust?



40+ Years of Experience

We’re not just another Self-Directed IRA administrator; we’re the originator. Ours is expertise you can count on.

See how we're different



Educational Resources

Supercharge your alternative investment strategy with the educational content from our Learning Center.

Check out our Learning Center


Exceptional Service

Exceptional Service

Our team is devoted to helping you self-direct your account(s). You can depend on us to be timely, accurate, and friendly.

Meet the team


Account Management

Account Management

Manage your Entrust account online 24/7 with our client portal (voted “Best Online Portal” by Investopedia) and our mobile app.

Preview your account experience


myDirection Visa Card

myDirection Visa Card

Streamline your transactions with this prepaid asset management card. The myDirection Visa Card provides immediate access to your funds so you can pay real estate investment expenses on the go.

Learn more about myDirection Visa Card