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.