Neptune Global SDIRA Partner – Preferred Trust Company

Ready to use the power of an SDIRA with your Neptune Global investment? Use the links below to learn more, get started, or open an account.

Step 1: Select IRA Account Type & Review Fees

New To Self-Directed IRAs?

Need help deciding whether a Traditional or Roth IRA is right for you?

Schedule a free consultation with our team of SDIRA experts. Our team is available Monday- Friday from 8am-4:30pm PST.

Schedule CONSULTATION

Fee Schedule

Fees cover the costs of managing your IRA, maintaining account records, and Preferred Trust Company’s specialized client advocacy services.

Our clients appreciate our approach to fees, which includes full transparency and up-front disclosure.

VIEW FEE SCHEDULE

Step 2: Open Your IRA Account

Complete Account Application

Select and complete the online application for your preferred account type. Your personal information stays safe and secure with our encrypted digital forms.

You’ll need the following information to complete your application:

A valid, government-issued photo ID
Your beneficiary information (contact info, SSN, distribution percentage)
A voided check (for automatic contribution set up)

Our Client Service team will review your submitted application and follow up within two business days.

Traditional IRA

TRADITIONAL IRA ONLINE APPLICATION

Roth IRA

ROTH IRA ONLINE APPLICATION

Need help with your application?

Our Preferred Trust Client Service team is ready to help! Call us at 702.990.7892 or email info@ptcemail.com.

Step 3: Transfer or Covert Funds

Initiate a Transfer or Conversion

Use this form to transfer funds from another IRA to your Preferred Trust Company account, or convert funds from a qualified retirement plan to your IRA.

TRANSFER OR CONVERSION FORM

Transfers and conversions require a physical signature. After completing the form, please print and sign it, then scan and email to our Client Services team at info@ptcemail.com.

Step 4: Complete Your Investment

Direct a Transaction From Your IRA Account

Use this form to direct transactions to and from your self-directed IRA. If you would like your Neptune Global representative to have access to your IRA account information, you can provide that info here.

E-SIGN - Investment Direction & Authorization Form - Purchase E-SIGN - Investment Direction & Authorization Form- Sell

© 2023 Preferred Trust Company. 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” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.