Welcome to Preferred Trust Company, a Phoenix Capital company partner.

You have been brought to this page because you would like to fund your investment at Phoenix Capital with qualified funds. To get started you will need to open a Self-Directed IRA to make your investment.

There are a few options for you listed below. Keep in mind you must fund your account with Preferred Trust Company by transferring qualified funds from either a previous 401k (not currently employed), and/or a current IRA held at a traditional bank/broker. i.e. TD Ameritrade, Fidelity, Schwab, E-Trade etc.

Application Kits

The application can be completed online via our fully automated, secure, encrypted form.

Once the application has been submitted, Preferred Trust Company will review the application within two business days and follow up with the client as needed.

Traditional IRA

Roth IRA

Transfer or Conversion Form

The Transfer or Conversion Form requires a physical signature. Please print, sign, scan and email a copy to info@ptcemail.com or fax to (702) 946-0136, with “Attention: Company Partnership”.

Investment Forms

Investment Authorization & Direction Form

Fee Schedule

For your convenience, you can download the fee schedule below.

New To Self-Directed IRAs?

Schedule a Free Consultation with
Preferred Trust Company

Need further assistance?

Please contact customer service at  702.990.7892 or email at info@ptcemail.com.