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**The Entrust Group will be closing at 3pm on Friday, February 14th,and closed on Monday, February 17th. We will resume normal business hours on Tuesday, February 18th. **

Advisors & Issuers

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For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

Learning Center

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Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

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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.

Welcome to The Entrust Client Center

Thank you for choosing Entrust. We’re proud to be your trusted provider of self-directed IRAs (SDIRAs). 

From account opening to the many investing milestones you'll reach with your SDIRA, we’re here to provide you with the tools you need to effectively manage your account.

Knowledge Base

Essential SDIRA information at your fingertips.

Our Knowledge Base is your go-to educational resource for managing your SDIRA. Dive into a wealth of blog articles, webinars, and guides curated to help you maximize the potential of your account.

Plus, we’ve created dozens of video tutorials and step-by-step articles to guide you through the Entrust Client Portal. Whether you want to make an investment, take a distribution, or simply reset your password, we’ve got you covered.

Explore Our Knowledge Base
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Articles to help you get 
the most from your account
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Videos with Step-by-Step 
Instructions
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FAQs with Comprehensive 
Guidance
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Helpful Tips for Quick and Easy Solutions
Explore Our Knowledge Base

Forms

Paper or digital – choose whichever works best for you.

Our Forms page provides you with easy access to all necessary documents to carry out essential tasks related to your account. From contributions to Roth conversions to required minimum distributions, it’s easy to find whatever you need.

Want to go digital? Navigate directly to the Entrust Client Portal from the Forms page. Completing your forms online can save time and simplify your account management.

Get the Forms You Need
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Essential Kits for Account Setup, Investing, etc
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Essential Disclosures and Information
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All Necessary Forms in One Place
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Step-by-Step Form Completion Guide
Get the Forms You Need

Need Assistance? We’re Here to Help

If you have any other questions or need tailored support, our experienced Client Services department is dedicated to providing you with the help you need.

Whether it's navigating the Entrust Client Portal, understanding the IRS rules, or requiring assistance with forms, we're here to support you however we can. 

Feel free to call us at (800) 392-9653 or fill out
our Contact Us form using the link below.

Featured Resources

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