Welcome to Preferred Trust Company, a Yrefy company partner. You have been brought to this page because you would like to fund your investment at Yrefy 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.
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.
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: Monica Calderon”.
Please provide a current statement for the account you will be transferring funds from.
Once your account is opened, please fill out the form below when you are ready to invest with Yrefy. 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 FormE-SIGN
Clients that invest with Yrefy 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 Yrefy through a Self-Directed IRA at Preferred Trust Company.DOWNLOAD
New To Self-Directed IRAs
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How do I transfer funds?
Need further assistance?
Please contact Monica Calderon at 702.998.5877 or email her at email@example.com.