Welcome to Preferred Trust Company, an Preserve Gold Group company partner. We are proud to partner with Preserve Gold Group so that you can achieve your retirement goals through investments in precious metals. You have been brought to this page because you are seeking a Self-Directed Custodian that can custody precious metals investments.
You can establish your Traditional/ROTH Self-Directed IRA by downloading and filling out the application below.
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.
All submitted applications must contain an intake form in order for account documents to be reviewed.
DOWNLOAD FORMAfter 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.
Invest in precious metals using your Self-Directed IRA.
Please contact us at 1.888.990.7892, email us at info@ptcemail.com, or chat with us live online.
