From now until the end of the year Preferred Trust will waive the Establishment Fee for any new clients transferring an account from another Custodian. That’s a savings of $50. For your ease and convenience, account forms can be filled out online and Client Service Agents can help you with your transfer. It’s doesn’t get easier and now there’s no cost to establish your new account with Preferred Trust Company. Transfer your account today!
All other standard fees will apply. Accounts must be open from Nov. 28th through Dec. 31st, 2016.