E-Sign Forms

E-Sign forms are accessible through the Account Online Portal. When you login to the Account Online Portal, click on the ACCOUNTS tab, then you will see the LINKS header on the right hand side. Under LINKS you will select Account and Investment E-Sign Forms. When you click on this link you will have access to select and execute the applicable E-Sign account or investment related documents. You can access the Account Online Portal by clicking on the button below.

Account Online Portal

Need assistance?
Our Client Service representatives are available to assist you Monday – Thursday from 8 am – 5 pm PST and Friday from 8 am – 4:30 pm PST. You can call TOLL FREE 888.990.7892 OPT 2 or email us at clientservice@ptcemail.com.

© 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.

E-Sign Forms

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