How to Purchase Alternative Assets

This video will show you how to purchase alternative assets using the Entrust Client Portal.

This guide provides step-by-step instructions for purchasing alternative assets, like private equity or private lending, through the Entrust Client Portal.

1. Initiate the Investment Process: After logging in to the Entrust Client Portal, navigate to the Dashboard. In the "Quick Links" box, click on "Make an Investment."
2. Select Alternative Assets: Choose "Alternative Assets" for private equity investments, unsecured notes, convertible notes, etc. Click "Next."
3. Select Your Account: Specify the account you want to use for the investment. Click on "New Purchase."
4. Specify Investment Type: Choose the type of investment (e.g., private lending, private equity). Click the box to agree to the e-signature agreement. Click "Next."
5. Create a New Investment Request: Opt to create a new investment request or continue an existing draft. Click "Continue with New Request."
6. Provide Investment Details: Specify the type of private equity asset (e.g., LLC). Enter the name of the investment. Fill in any additional information if necessary (fields without a red star are optional). Provide the investment manager's email to send the agreement for signature. Enter the transaction amount (initial investment amount only). Specify the number of shares or units if applicable (optional).
7. Choose Payment Method: Select the method for sending funds (wire, ACH, check). Below are the costs associated with each payment method:
   
   • Wire: $30
   • ACH: Free
   • Check: $10
   • Cashier's Check: $30
   • Choose how you’d like to pay the $95 asset purchase fee (using cash in account or credit card) and click "Next."
8. Uploaded Required Documents: Upload the subscription agreement or operating agreement (required). Other documents without a red star can be left blank. Check the box to confirm that you’ve read and approved the attached agreement.
9. Sign and Submit: Do not sign on the actual signature line of the agreement. Instead, sign in a blank space in the bottom corner of the signature page. Check the acknowledgment boxes. Click "Submit."
10. Completion: A link will be sent to the investment manager for electronic signature via HelloSign. Once signed, the funds will be released

By following these steps, you can successfully purchase alternative assets through the Entrust Client Portal.