Forms - Select Wealth Advisers - Preferred Trust Company

Application Kits

The application can be completed online via our fully automated, secure, encrypted form.

Once the application has been submitted, Preferred Trust Company will review the application within two business days and follow up with the client as needed.

Traditional IRA

ONLINE DOWNLOAD

Roth IRA

ONLINE DOWNLOAD

Transfer or Conversion Form

Please fill out the form below when your account is opened at Preferred Trust Company and you are ready to invest with Select Wealth

DOWNLOAD

Investment Forms

Invest in alternative investments using your Self-Directed IRA.

Need further assistance?

Please contact us at 1.888.990.7892, email us at info@ptcemail.com, or chat with us live online.

© 2023 Preferred Trust Company. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST COMPANY, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

Application Kits

Traditional IRA

Roth IRA

Transfer or Conversion Form

Investment Forms

Investment Authorization Form

Fee Schedule

New To Self-Directed IRAs

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