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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.
Managing your Entrust account is easier thanks to our online platforms and 24/7 access to your account.
The Entrust Client Portal (voted “Best Online Portal” by Investopedia) makes it simple to see your account balance and view statements, transactions, and fees.
You can also initiate a new investment or sell an asset inside of the portal. And with the Entrust Mobile app, you can now manage your account on-the-go, whenever and wherever it is convenient for you.
Share the gift of SDIRAs with your friends and family and get $50 off your recordkeeping fees for each person you refer who funds their account. The more people you refer, the more you save. You can earn up to $500 each year, and we’ll even help your friends get started by waiving their $50 account opening fee.
I have been with Entrust for nearly 2 1/2 years and have been very impressed with the high level of service I have received. The real estate department has overseen 5 of my purchases. They all went smoothly and on time. [Entrust’s] account transfer department between institutions has accurately converted numerous conversions from my Traditional IRA’s to my Roth IRA.
Their customer service, real estate department and transfer department is well trained in advising us on the delicate issues of staying in compliance with self administered IRA’s.
Thank you for your guidance through this complex process.
We focus on providing resources, such as this Report, to help educate investors in their responsibilities for self-direction. We believe that education is key to successful investing.
I have just finished purchasing a second fourplex using my IRA funds. This could not have been done without the perseverance and professionalism of Irene Vann. Because this was such a challenging purchase, I want to especially commend Irene for a job well done.
Not only did she go above and beyond the call of duty in the beginning to ensure that the offer was made; she also spent countless hours negotiating with a lender, calming panicking realtors, and meeting a challenging seller's demands.
If I could ethically shower her with thank you gifts, I would...but the next best thing is to recommend her as highly as I can to you at Entrust.
Because I am a new customer I approached this transaction with the greatest of trepidations... I was astonished at the quality and timeliness of support I received from Entrust.
At no time did I feel alone, they were always with me and demonstrated complete mastery of the transaction process.
Please accept my most profound thanks and consider me a long-term member of the Entrust family.
