In processing the 1099 and 5498 2015 year-end tax forms, the licensed and bonded company that Preferred Trust employs to securely distribute these forms identified an isolated incident of inaccuracy in distributing the forms. Preferred Trust Company takes confidentiality and security seriously and employs multi-layer, in-depth processes to protect your information.
Please review your forms and notify us immediately if you see any inconsistencies.
888.990.7892 | info@PTCEmail.com
© 2024 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.
