Welcome to Preferred Trust Company, a XSITE Capital company partner. You have been brought to this page because you would like to fund your investment at XSITE Capital with qualified funds. To get started you will need to open a Self-Directed IRA to make your investment.

There are a few options for you listed below. Keep in mind you must fund your account with Preferred Trust Company by transferring qualified funds from either a previous 401k (not currently employed), and/or a current IRA held at a traditional bank/broker. i.e. TD Ameritrade, Fidelity, Schwab, E-Trade etc.

Application Kits

The application can be completed online or by downloading the application kit in a PDF format.

Traditional IRA

APPLY ONLINE DOWNLOAD

Roth IRA

APPLY ONLINE DOWNLOAD

Transfer or Conversion Form

DOWNLOAD

The Transfer or Conversion Form requires a physical signature. Please print, sign, scan and email a copy to info@ptcemail.com or fax to (702) 946-0136, with “Attention: Company Partnership”.

Investment Forms

Investment Authorization & Direction Form

E-SIGN DOWNLOAD

Fee Schedule

For your convenience you can download the fee schedule below.

DOWNLOAD
New To Self-Directed IRAs

Schedule a Free Consultation with

Preferred Trust Company

Schedule Consult

Need further assistance?

Please contact Jordan Tyner at 702.852.1653 or email her at jtyner@ptcemail.com.