Preferred Trust Company, LLCPreferred Trust Company, LLC
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  • About PTC
    • About PTC
    • Frequently Asked Questions
    • Success Stories
    • Contact Us
  • New SDIRAs
    • Open an Account
    • Why Self-Direct?
    • IRA Investment Options
    • Resources
    • Prohibited Transactions
  • Applications / Form
    • Open an Account
    • Fee Schedule
    • Forms
    • Online Payments
  • Education
    • Blog
    • Inherited IRAs
    • YouTube Videos
  • Login
    • Account Online Portal
    • Online Forms E-Sign Portal
Home Account Establishment Fees IRA Account Establishment Fee

IRA Account Establishment Fee

$50.00

Traditional, Roth, SEP or SIMPLE IRA

The IRA Account Establishment Fee is a one-time fee to establish the IRA Account. This fee can be paid by credit card directly when completing the application online. If the application document is printed and mailed to Preferred Trust Company, the Account Establishment Fee can be paid by check or authorized by the IRA Account Owner from the initial transfer of funds to the IRA Account.

  •  You must select one of the following: 

    • 100 $
    • 200 $

    Note: Annual IRA Account Administration Fee varies based on IRA account value and will be deducted from initial transfer funds.

Category: Account Establishment Fees
  • Description

A one-time account establishment fee to process your new self-directed IRA account.

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    • About PTC
    • Frequently Asked Questions
    • Success Stories
    • Contact Us
  • New SDIRAs
    • Open an Account
    • Why Self-Direct?
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    • Prohibited Transactions
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    • Open an Account
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© 2021 Preferred Trust Company, LLC. 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 COMPANY, LLC “Preferred Trust” 2140 E Pebble Road | Suite 140 | Las Vegas, NV 89123 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR1002.

  • About PTC
    • About PTC
    • Frequently Asked Questions
    • Success Stories
    • Contact Us
  • New SDIRAs
    • Open an Account
    • Why Self-Direct?
    • IRA Investment Options
    • Resources
    • Prohibited Transactions
  • Applications / Form
    • Open an Account
    • Fee Schedule
    • Forms
    • Online Payments
  • Education
    • Blog
    • Inherited IRAs
    • YouTube Videos
  • Login
    • Account Online Portal
    • Online Forms E-Sign Portal