Welcome to Preferred Trust Company, a Yieldi company partner. You have been brought to this page because you would like to fund your investment at Yieldi 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 via Adobe E-Sign. Once the application has been submitted, Preferred Trust Company will review the application within 48 hours and follow up with the client as needed.

Traditional IRA

E-SIGN

Roth IRA

E-SIGN

Transfer or Conversion Form

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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 mcalderon@ptcemail.com or faxed to (702) 946-0136, with “Attention: Monica Calderon”.

Please provide a current statement for the account you will be transferring funds from.

Investment Forms

Once your account is opened, please fill out the form below when you are ready to invest with Yieldi. As a Self-Directed IRA custodian, Preferred Trust Company is not allowed to authorize and direct any investments without the client’s consent.

Investment Authorization & Direction Form

E-SIGN

Fee Schedule

Clients that invest with Yieldi will not incur an establishment fee or a yearly administrative fee in their first year. This is a benefit Preferred Trust Company provides to clients that choose to invest with Yieldi through a Self-Directed IRA at Preferred Trust Company.

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Need further assistance?

Please contact Monica Calderon at 702.998.5877 or email her at mcalderon@ptcemail.com.

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