Welcome to Preferred Trust Company, a U.S. Money Reserve (USMR) company partner. Preferred Trust Company specializes in the custody of alternative investments through a self-directed IRA. Below are the options for opening a self-directed IRA to purchase precious metals through USMR. Funds may be transferred from another Qualified Retirement Plan such as an IRA or previous 401k Plan.
Please complete the application by selecting the online electronic version or by downloading the PDF.
PDF applications may be printed, signed, and returned to Preferred Trust Company by email to email@example.com, via fax to (702) 946-0136 or via US mail, Fed Ex, or UPS to:
6700 Via Austi Parkway, Suite 301
Las Vegas, NV 89119
Once received, Preferred Trust Company will review the application and contact you if any additional information is required.
Transfer or Conversion FormDOWNLOAD
After completing the Transfer and Conversion Form, you will need to print and physically sign the document. The completed and signed form can be scanned and emailed to firstname.lastname@example.org or faxed to (702) 946-0136, with “Attention: Client Services”.
Please provide a current statement for the account you will be transferring funds from.
Need further assistance?
Please contact Client Services at (888) 990-7892 or email email@example.com.
Once your account is open you will need to complete the Purchase Investment Authorization and Direction Form. Please contact your sales representative at USMR to assist with the purchase. USMR will provide you with an invoice once you have selected the precious metals you would like to purchase. Please provide the invoice and the Authorization and Direction form to Preferred Trust Company for processing.