Ready to use the power of an SDIRA with your Turbine Capital investment? Turbine Capital proudly partners with Preferred Trust Company for your self-directed IRA needs. Use the links below to learn more, get started, or open an account.
Need help deciding whether a self-directed IRA is right for you?
Take a look at our educational content to learn more.
Why Choose a Self-Directed IRA?
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 CONSULTATIONOur clients appreciate our approach to fees, which includes full transparency and up-front disclosure.
Fees cover the costs of managing your IRA, maintaining account records, and Preferred Trust’s specialized client advocacy services.
VIEW FEE SCHEDULESelect 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:
Our Client Service team will review your submitted application and follow up within two business days.
Our Preferred Trust Client Service team is ready to help! Call us at 702.990.7892 or email info@ptcemail.com.
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 FORMTransfers 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.
Use this form to direct transactions to and from your self-directed IRA. If you would like your Turbine Capital representative to have access to your IRA account information, you can provide that info here.
E-SIGN - Investment Direction & Authorization Form Printable PDF - Investment Direction & Authorization Form
