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.
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 WealthDOWNLOAD
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Need further assistance?
Please contact us at 1.888.990.7892, email us at firstname.lastname@example.org, or chat with us live online.