Entrust Self-Directed IRA 5.0

Self-Directed IRA Investing Streamlined

Looking for a retirement planning solution tailored to your requirements and expertise? Entrust offers a Self-Directed IRA (SDIRA) that empowers you to invest in assets according to your preferences.

Through an SDIRA, you are presented with the opportunity to branch out beyond conventional investment options like stocks and bonds, delving into alternative assets such as real estate, private equity, precious metals, and more.

An Entrust Self-Directed IRA enables you to:

• Invest - Easily transfer or roll over your existing IRA or 401(k) to initiate investing in alternative assets.
• Manage - Acquire alternative assets, make contributions, establish beneficiaries, and more.
• Take control - Access strategies and tools to assist in diversifying and increasing your retirement savings via our online learning center.

By utilizing our app, you can effectively manage your SDIRA remotely. Please note that the Entrust app is exclusively designed for current account holders.

If you do not have an account yet, please visit theentrustgroup.com/open-a-self-directed-ira to commence the process.

SDIRA Investing on the Go

With the Entrust app, you can engage in SDIRA investments anywhere. Its functionalities include:

• Funding your account
• Purchasing alternative investments
• Completing, editing, and submitting necessary forms
• Browsing private offerings on Entrust Connect
• Opening additional accounts

Easy Account Management

Simplify the management of your SDIRA and investments with these convenient features:

• Viewing and downloading statements and tax forms
• Making payments
• Managing beneficiaries
• Updating personal information
• Completing and submitting fair market valuations
• Taking distributions
• Providing account access to your advisor

Effortless Real Estate Asset Management

Streamline real estate expense management by utilizing the myDirection Visa debit card:

• Applying for the myDirection card
• Adding funds to your card
• Certifying transactions
• Incorporating your card into Apple Wallet

Explore New Offerings

Dive into fresh investment opportunities through our online marketplace, Entrust Connect. Discover private offerings that have piqued the interest of fellow Entrust clients. The marketplace is regularly updated and features offerings across a wide range of interests.

Safe & Secure

Your data security is of utmost importance to us. The Entrust app complies with or surpasses all privacy and security standards established by Apple. This includes multi-factor authentication to thwart unauthorized access. Additionally, it integrates with Apple's keychain access for securely pre-populating user credentials.

We're Here for You

If you have queries regarding the Entrust app or your account, reach out to us directly through secure messaging within the application.

Disclaimer: Entrust does not endorse any investments. Instead, Entrust furnishes the administrative support, information, and tools essential for straightforward and compliant self-direction. We aim to assist you in starting promptly and being there every step of the way.