The Entrust Client Portal Lets Clients Manage Their Investments From Anywhere 

The proprietary portal lets users add funds to their account, purchase alternative investments, complete and submit any necessary paperwork related to those investments or their account and more from a single dashboard that’s accessible via both desktop and mobile app.

This makes it easy to check the status of every investment across all of your accounts at a glance from your phone or computer. It also creates the flexibility to manage investments on the go. Whether you need to update information, take distributions, submit paperwork, or manage your beneficiaries, you can do it from wherever you happen to be as long as you have your phone and an internet connection. 

You can even give third-party access through the app, making it even easier to give your advisor the access they need.

Since you can’t use personal funds to cover any expenses related to real estate owned through the IRA, clients typically need to pay for things like routine maintenance, monthly bills or renovations by requesting a check from their SDIRA custodian. That often means paying a check request fee and waiting for the request to process and the check to be sent. 

Entrust’s myDirection Visa card skips that process. Instead of paying a fee on every check, Entrust clients pay a one-time setup fee of $25 and then a quarterly administration fee of $9 – all while being able to pay for all those expenses as they arise rather than waiting for a check to arrive. 

Another standout feature of the Entrust portal is Entrust Connect, a continuously updated marketplace of private offerings ranging from overseas real estate to new businesses and minimum investments ranging from $5,000 to $200,000. 

While not vetted by Entrust, each offering has at least one existing Entrust client invested in it. After conducting their own due diligence, a client can connect to the investment sponsor directly through the platform, complete all the required paperwork and then manage that investment from their Entrust dashboard. 

Curious about Entrust and how else they’re making self-direction more accessible? Schedule a time to chat with one of their experienced SDIRA experts.

Featured photo by NordWood Themes on Unsplash.

This post contains sponsored content. This content is for informational purposes only and is not intended to be investing advice.

Entrust does not endorse, recommend or advise on any investment product or service. Rather, Entrust provides the administration, information, and tools to make self-direction straightforward and compliant.