Account Application
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Once you have selected the type of self-directed IRA you would like to open, Traditional, Roth, SEP or SIMPLE, the application can be completed online via Adobe E-Sign or by downloading the application in a PDF format. You must have the following information to be able to complete the application process:
- A valid government issued photo ID
- Your beneficiary’s information (name, relationship, SSN, address, percentage designation)
Online Adobe E-Sign applicants:
Once we receive your application you will receive an email with additional instructions and the Transfer Request form. Please be prepared with a statement from your current Financial Institution.
PDF applicants:
Once complete please send the entire application to Preferred Trust.
Need assistance?
Our Client Service representatives are available to assist you Monday – Thursday from 8 am – 5 pm PST and Friday from 8 am – 4:30 pm PST. You can call TOLL FREE 888.990.7892 OPT 2 or email us at clientservice@ptcemail.com.
You may submit completed forms via U.S. mail to:
Preferred Trust
Attn: New Accounts
6700 Via Austi Parkway, Suite 301
Las Vegas, NV 89119
You may also send the forms via email to clientservice@ptcemail.com.
