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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. **

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Self-Directed IRAs

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What is a SDIRA?

Advisors & Issuers

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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

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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

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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 Navigate Entrust Connect

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

 

Entrust Connect is our online investment marketplace for Entrust account holders to discover and explore private market opportunities. It acts as a bridge between investors and various companies offering alternative investments.

With Entrust Connect, Entrust clients can search for investment opportunities by company name, industry, minimum investment amount, and more. If an offering piques your interest, you can reach out to the investment sponsor, ask questions, and gather additional information. This direct engagement can help you better understand the investment and the associated risks.

In this guide, we’ll provide step-by-step instructions for navigating the Entrust Connect tab in the Entrust Client Portal.

  1. Navigate to Entrust Connect: After logging in to the Entrust Client Portal, click on the "Entrust Connect" tab at the top of the page. 
  2. Search for Companies: Use the search tool to find companies by name, industry, minimum investment amount, and maximum investment amount. Scroll down to view the list of companies.
  3. View Company Details: Click on "View" next to a company to see more information. Details include the offering amount, minimum investment amount, industry, website, company name, and phone number.
  4. Express Interest in a Company: If you’re interested in a company, click on "I'm Interested." You can choose to "Learn More" or proceed to invest.
  5. Learn More About a Company: Click "Learn More" to specify questions or request additional information. Click "Submit" to send your inquiry. A representative from the company will contact you soon.
  6. Invest in a Company: If you are ready to invest, click "Invest." Enter the potential investment amount and specify the time frame (e.g., within three months, six months, or now). Click "Submit." A representative will contact you with funding instructions.

By following these steps, you can effectively navigate the Entrust Connect tab to find and potentially invest in private market opportunities.

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