Welcome to Preferred Trust Company, a PennyWorks company partner. You have been brought to this page because you would like to fund your investment at PennyWorks with qualified funds. To get started you will need to open a Self-Directed IRA to make your investment.

There are a few options for you listed below. Keep in mind you must fund your account with Preferred Trust Company by transferring qualified funds from either a previous 401k (not currently employed), and/or a current IRA held at a traditional bank/broker. i.e. TD Ameritrade, Fidelity, Schwab, E-Trade etc.

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


Schedule a Free Consultation with

Preferred Trust Company

Schedule Consult

Need further assistance?

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