Online ACH Payment
Select the type of payment you would like to make:
Fund your retirement account
Send investment income to your account
Pay account fees or invoices
Make a Contribution
Step 1
Access the Secure ACH Payment Portal
Use the button below to access the Payment Portal.
Contribution Form
Complete and submit this form to make contributions to your IRA.
Step 2
Determine Payment Type
Option A:
One Time Payment
No registration is required for Quick Pay. Ideal for single-use payments.
- Enter all required information, including:
- Client Account Number (required)
- Your contact and bank account details
Note: Quick Pay does not save any payment methods or provide a history.
Option B:
Register for a Full Account (Recommended)
Registering allows you to:
- Save multiple bank accounts in your Wallet
- View payment history
- Manage multiple client accounts
- Receive payment reminders and notifications
How To Register For A Full Account
To register:
- Select Register on the portal homepage.
- Provide your name, email (username), and address.
- Set up a secret question.
- Confirm your registration via email and set a password.
- Log in to access your full account features.
Set Up Recurring Contributions
Registered users can also schedule recurring ACH contributions to their Horizon Trust account!
- Choose frequency (e.g., monthly, quarterly, annually)
- Select a start date
- Assign the bank account to be used
- Set the contribution amount
- Indicate the contribution tax year
- For employer-sponsored plans, specify if it’s an employee or employer contribution
Funds will be deposited automatically on the scheduled dates—saving you time and ensuring consistency in your retirement savings.
To take advantage of this feature:
- Register and log in to the portal
- Go to “Make a Payment”
- Choose “Recurring Payment” and follow the prompts
Reminder: Be sure to submit the Contribution Form and indicate Recurring to ensure the funds are accurately applied.
Step 3
Enter Payment Details
After logging in or selecting Quick Pay, click ‘Make a Payment’ and provide:
Client Account Number
Required to apply payment accurately
Pay This Amount
Enter the payment amount
Payment Type
Select: IRA/401(k) Contribution
Payment Description
Provide a detailed purpose of payment:
Contributions: Indicate the tax year.
For employer-sponsored plans, specify whether it is an employee or employer contribution.
Asset Payment
Use this secure payment portal to submit funds generated by or related to an asset held within your Horizon Trust retirement account.
Common reasons include loan repayments, interest payments, return of principal, rental income, investment distributions, and other asset-related deposits.
Step 1
Access the Secure ACH Payment Portal
Use the button below to access the Payment Portal.
Step 2
Determine Payment Type
Option A:
One Time Payment
No registration is required for Quick Pay. Ideal for single-use payments.
- Enter all required information, including:
- Client Account Number (required)
- Your contact and bank account details
Note: Quick Pay does not save any payment methods or provide a history.
Option B:
Register for a Full Account (Recommended)
Registering allows you to:
- Save multiple bank accounts in your Wallet
- View payment history
- Manage multiple client accounts
- Receive payment reminders and notifications
How To Register For A Full Account
To register:
- Select Register on the portal homepage.
- Provide your name, email (username), and address.
- Set up a secret question.
- Confirm your registration via email and set a password.
- Log in to access your full account features.
Set Up Recurring Asset Payments
Registered users can also schedule recurring
ACH payments to their Horizon Trust account!
- Choose frequency (e.g., monthly,
quarterly, annually) - Select a start date
- Assign the bank account to be used
- Set the deposit amount
Funds will be deposited automatically on the scheduled dates—saving you time and ensuring consistency in your retirement savings.
To take advantage of this feature:
- Register and log in to the portal
- Go to “Make a Payment”
- Choose “Recurring Payment” and follow the prompts
Reminder: Be sure to submit the Deposit Submission Form and indicate Recurring to ensure the funds are accurately applied.
Step 3
Enter Payment Details
After logging in or selecting Quick Pay, click ‘Make a Payment’ and provide:
Client Account Number
Required to apply payment accurately
Pay This Amount
Enter the payment amount
Payment Type
Select one:
- Note Payment
- Rental Income
- Dividend
- Other
Payment Description
Provide a detailed purpose of payment:
Asset-related payments: Include the CUSIP and specify the type of payment, e.g.:
- Rental Income
- Interest Payment
- Principal Payment
- Other Investment Income
Need the CUSIP(Ticker)?
The CUSIP is required for payments related to specific assets. To locate the CUSIP:
Navigate to Portfolio and select the applicable account
Select “Assets” tab
Locate Ticker/Code next to Asset Name
Example
Processing Timeline & Notes
- Payments submitted by 4:00 PM PST are processed the same business day.
- Payments submitted after 4:00 PM PST will be processed the next business day.
All incoming ACH deposits are subject to a 5-business day hold.
Need Help?
If you have questions about payment types, locating the CUSIP, or completing a form:
- Call us at (888) 205-6036.
- Email us at operations@horizontrust.com.
- Or visit https://www.horizontrust.com/forms/ and submit the form directly to us from our website or get downloadable forms and additional support resources.
Proven Success. Trusted Leadership. Real Impact.
At Horizon Trust, we make it simple to open and manage a Self-Directed IRA, so you can take control of your retirement on your terms. Founded by Greg Herlean, who has overseen more than $1.3 billion in real estate transactions, Horizon Trust was built by someone who understands what self-directed investors need: personalized service, fast transactions, and a custodian that stays out of your way.