Thank you for establishing a new Self-Directed IRA account with Preferred Trust!

You’re almost done! What’s next?

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Print, sign and send us the form you’ve just filled out!!

A copy of the form you filled out has been sent to your email.  Please print the application in the email, sign and mail to us.
Note: Include supporting documents if you didn’t upload them i.e. driver’s license, bank statement, payment and/or voided check.

Mail to:

Preferred Trust
2140 E Pebble Road
Suite 140
Las Vegas, NV 89123

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Complete Transfer Form to Initiate Asset Transfer

Note: Forward Executed document via U.S. Post or email Info@PTCEmail.com

Download our Transfer or Conversion Form

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Become E-Sign Verified.  Communicate with us Digitally.

Mail executed document to:

Preferred Trust
2140 E Pebble Road
Suite  140
Las Vegas, NV 89123

Download
Note: E-Sign authorization allows you preform all future transactions fast digitally.

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Pay Any Fees via PayPal

Entrust Clients will NOT be charged an Account Establishment Fee
Pay Online

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Download Fee Schedule

Download

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Forgot to setup Automatic Contributions during your application?

Download