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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 kit in a PDF format. You must have the following information to be able to complete the application process:
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.
Once complete please send the entire application kit to Preferred Trust Company. You may submit the forms via U.S. mail to:
Preferred Trust Company, LLC
Attn: New Accounts
6700 Via Austi Parkway, Suite 301
Las Vegas, NV 89119
You may also send the forms via email to firstname.lastname@example.org.
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 1 or email us at email@example.com.