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
Roth IRA
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
DOWNLOADNew To Self-Directed IRAs
Why Self-Directed?
More From The Blog
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.