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

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Roth IRA

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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

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Investment Forms

Invest in alternative investments using your Self-Directed IRA.

 Investment Authorization Form

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Fee Schedule

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New To Self-Directed IRAs

Why Self-Directed?
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How do I transfer funds?

Need further assistance?

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