Welcome to Preferred Trust Company, a Oak Sors company partner. You have been brought to this page because you are seeking a Custodian to start your journey to investing through a Self-Directed IRA.
You are welcome to explore our website or remain focused on your initiative by using the streamlined navigation below.
Your application can be completed online through our secure and encrypted process. This process will allow you to complete the application within a few minutes and receive a fully executed version to your email for your records.
Preferred Trust Company recognizes that online applications can be overwhelming if you do not have all the necessary information at your fingertips. For this reason, we also offer a PDF version of the application to be completed at your leisure.
Once the application has been submitted, Preferred Trust Company will review the application within two business days and follow up with you directly with an introductory call.
After completing the Transfer or Conversion From, you will need to print and physically sign the document. The completed and signed form can be scanned and emailed to info@ptcemail.com or faxed to (702) 946-0136 to “Attention: Client Services”.
To minimize delays in the transferring of funds, Preferred Trust Company recommends providing a copy of the current statement for the account you will be transferring funds from to confirm all information completed on the Transfer of Conversion Form is accurate.
DOWNLOADPlease contact Client Services at (888) 990-7892 or email info@ptcemail.com.
Once your account is open and funded, you can proceed with your investment. You will need to complete an Investment Authorization and Direction form. If you are purchasing Precious Metals, please use the Investment Authorization & Direction Form – Purchase. For all other investment types please use the Investment Authorization & Direction Form.
