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.
Application Kits
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 IRA
DOWNLOAD APPLICATIONRoth IRA
DOWNLOAD APPLICATIONSEP IRA
DOWNLOAD APPLICATIONIRA Intake Form
All submitted applications must contain an intake form in order for account documents to be reviewed.
DOWNLOAD FORMTransfer 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.
Transfer or Conversion Form
DOWNLOADFee Schedule
DOWNLOADInvestment Forms
Invest in precious metals using your Self-Directed IRA.
Precious Metals Purchase Investment Authorization & Direction Form
DOWNLOADPrecious Metals Sell Investment Authorization & Direction Form
DOWNLOADSchedule a Consultation with Preferred Trust Company
Schedule ConsultNeed further assistance?
Please contact us at 1.888.990.7892, email us at info@ptcemail.com, or chat with us live online.