<img src="//bat.bing.com/action/0?ti=5104607&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">

**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. **

Get a Free Consultation
Call Us: 1-800-392-9653
Get a Free Consultation

Self-Directed IRAs

self-directed-iras-menu-image

What is a SDIRA?

Advisors & Issuers

investment-options-menu-image

Overview

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

Learning-Center-menu-image-1

Learning Center Overview

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

teg-symbol-about-entrust-menu-image

What We Do

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.

How to Refer a Friend to Entrust

This video will show you how to utilize the Entrust Connect tab in the Entrust Client Portal.

 

Earn up to $500 per year by referring your friends to The Entrust Group.

The benefits of client referral are twofold:

  • Your friends can open their account for free (waiving the usual $50 establishment fee).
  • Your account receives a $50 credit for each friend who funds their account.

You can receive up to $500 in referral credits per year, meaning many Entrust clients could completely offset their annual recordkeeping fees.

In this article, we’ll provide step-by-step instructions for referring a friend to Entrust and earning your $50 credit:

  1. Generate and Copy the Referral Link: After logging in to the Entrust Client Portal, scroll down to the "Quick Links" box. Click on "Refer a Friend." A unique referral link will be generated. Click the button to highlight the link, then right-click and select "Copy."
  2. Share the Referral Link: Send the copied link to the friend you are referring. Your friend will use this link to open a new account with Entrust.
  3. Friend Opens and Funds Account: Your friend must open and fund their new account using the referral link. The $50 account establishment fee will be waived for your friend.
Verification and Credit: Entrust manually verifies referrals once a week. Once your friend's account is funded and verified, a $50 credit will be added to your account. 

By following these steps, you can successfully refer your friend to The Entrust Group and earn multiple $50 credits to you account. 

 

Looking for something else?

Related Articles

Didn’t find help here? Contact us!

Contact Client Services