How to Purchase Real Estate in the Entrust Client Portal

This video will show you how to purchase real estate through the Entrust Client Portal.

With a self-directed IRA (SDIRA), you can purchase investment properties using your retirement funds. Real estate may offer diversification, potential for higher returns, and the security of tangible assets.

This guide provides step-by-step instructions for purchasing real estate through the Entrust Client Portal.

1. Initiate the Real Estate Purchase Log In to Your Account: After logging in to the Entrust Client Portal, navigate to the Dashboard. In the "Quick Links" box, click on "Make an Investment." Select "Real Estate" and click "Next."
2. Select Your Account: Specify the account you want to use for the real estate purchase. Choose the review request type:
   • Normal: three to five business days
   • Expedited: $150 fee; one to two business days
3. Answer Prohibited Transaction Questions: Ensure the purchaser on the contract is listed as "The Entrust Group, Inc. FBO [Your Name] [Account Number]." Confirm you cannot sign as the purchaser; Entrust must sign as custodian of your IRA. Confirm the seller and any real estate professional involved are not disqualified persons or parties to the IRA.
4. Provide Property Details: Enter the estimated purchase price. Specify the property type (e.g., vacant land). Provide the parcel number and address. Indicate if your IRA is partnering on this investment (e.g., with a spouse or personally).
5. Transaction Handling: Indicate if an earnest money deposit is required (select "No" if not). Specify if the property will have debt financing (select "No" for outright purchase).
6. Closing Details: Provide details for the entity responsible for closing the transaction (typically a title company). Fill out payment instructions for where to send the funds to purchase the property, and select a payment method:
   • Wire: $30 fee
   • Check: $10 fee
   • Cashier's Check: $30 fee
7. Choose Payment Method: Select how to pay the $175 real estate transaction fee (Entrust account or credit card).
8. Upload Required Documents: Upload the purchase contract. Wait for the upload to complete and click "Save and Continue."
9. Review and Submit: Review the disclosure and ensure all information is accurate. Click "Submit."
10. Final Steps: After submission, you have the option to cancel the transaction if any information needs correction. You can also add new documents or upload revised versions of the original documents.By 

By following these steps, you can successfully purchase real eastate through the Entrust Client Portal.