Techvestor SDIRA Partner – Preferred Trust

New to Self-Directed IRAs?

Additional SDIRA Information

Need help to deciding?

Why Choose a Self-Directed IRA? 

IRA Account Comparison Chart

Step 1:  Select IRA Type & Review Fees

Need help choosing the IRA type for you?

We’re here to help. Schedule a free consultation with an IRA expert, Monday- Thursday from 8am-5pm PST and Friday 8am-4:30pm PST.

Fee Schedule

Fees include the cost associated with the annual administration of your IRA and the processing of transactions.

Below is our downloadable fee schedule, which includes full transparency and up-front disclosure.

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 will need the following information to complete your application:

• A valid, government-issued photo ID
• Your beneficiary information (contact info, DOB,SSN, and distribution percentage)
• A voided check (if automatic contribution is selected)

If you would like Techvestor to be able to communicate with Preferred Trust about your investment, complete section 6 of the application.

We will review your submitted application and follow up within two business days.

Traditional IRA

Roth IRA

Need help with your application?

Our Client Service team is ready to help! Call us at 888.990.7892 (option 2) or email ClientService@ptcemail.com.

Step 3: Transfer or Convert Funds

Initiate a Transfer or Conversion

To transfer funds from another IRA to Preferred Trust, complete the form below. Transfer requests require a physical signature, electronic signatures are not acceptable. To expedite processing, please print and sign the form and return it to Preferred Trust via email to ClientService@ptcemail.com

Please contact Preferred Trust to discuss the steps to convert funds from another qualified retirement plan such as a 401k.

Step 4: Complete Your Investment

Direct a Transaction From Your IRA Account

Direct transactions to and from your self-directed IRA by using the form below.

E-SIGN - Investment Authorization and Direction Form Printable PDF - Investment Authorization and Direction Form