Welcome to Preferred Trust, a preferred partner of St. Joseph Partners. As a self-directed IRA custodian, Preferred Trust can help you hold gold, silver, platinum, and palladium in your self-directed IRA. We are proud to partner with St. Joseph Partners to help you achieve your retirement goals through precious metals investments.
Need help to decide whether a self-directed IRA is right for you?
Why Choose a Self-Directed IRA?
Need help deciding whether a Traditional or Roth IRA is right for you?
Schedule a free consultation with our team of SDIRA experts. Our team is available Monday-Thursday from 8am-5pm and Friday from 8am-4:30pm PST.
Schedule CONSULTATIONFees cover the costs of administering your IRA, maintaining account records, and Preferred Trust’s specialized client advocacy services.
Our clients appreciate our approach to fees, which includes full transparency and up-front disclosure.
VIEW FEE SCHEDULESelect and complete the online application for your preferred account type. Your personal information stays safe and secure with our encrypted digital forms.
You’ll need the following information to complete your application:
If you would like your St. Joseph Partners representative to have access to your IRA account information, be sure to complete section 6.
We will review your submitted application and follow up within two business days.
TRADITIONAL IRA ONLINE APPLICATION
PRINTABLE PDF - TRADITIONAL APPLICATION
ROTH IRA ONLINE APPLICATION
PRINTABLE PDF- ROTH APPLICATION
Our Client Service team is ready to help! Call us at 888.990.7892 or email ClientService@ptcemail.com.
Use this form to transfer funds from another IRA to your Preferred Trust Company account, or convert funds from a qualified retirement plan to your IRA.
TRANSFER OR CONVERSION FORMTransfers and conversions require a physical signature. After completing the form, please print and sign it, then scan and email to our Client Services team at ClientService@ptcemail.com.
To direct transactions to and from your self-directed IRA, use the form(s) below.
© 2024 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.
