Application Kits

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.

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.

Traditional IRA

Roth IRA

Transfer or Conversion Form

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.

Fee Schedule

For your convenience you can download the fee schedule below.

Investment Forms

Investment Authorization & Direction Form

E-SIGN DOWNLOAD

Schedule a Free Consultation with

Preferred Trust Company

Need further assistance?

Please contact Jordan Tyner at  702.852.1653 or email her at marketing@ptcemail.com.