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 ONLINE APPLICATION
ROTH IRA ONLINE APPLICATION