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.
Traditional IRADOWNLOAD APPLICATION
Roth IRADOWNLOAD APPLICATION
SEP IRADOWNLOAD APPLICATION
IRA Intake Form
All submitted applications must contain an intake form in order for account documents to be reviewed.DOWNLOAD FORM
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 email@example.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.
Transfer or Conversion FormDOWNLOAD
Invest in precious metals using your Self-Directed IRA.
Precious Metals Purchase Investment Authorization & Direction FormDOWNLOAD
Precious Metals Sell Investment Authorization & Direction FormDOWNLOAD
Schedule a Consultation with Preferred Trust CompanySchedule Consult
Need further assistance?
Please contact us at 1.888.990.7892, email us at firstname.lastname@example.org, or chat with us live online.