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Welcome to Preferred Trust Company, a Texas Precious Metals company partner. You have been brought to this page because you would like to fund your investment at Texas Precious Metals with qualified funds. To get started you will need to open a Self-Directed IRA to make your investment. There are a few options for you listed below. Keep in mind you must fund your account with Preferred Trust Company by transferring qualified funds from either a previous 401k (not currently employed), and/or a current IRA held at a traditional bank/broker. i.e. TD Ameritrade, Fidelity, Schwab, E-Trade etc.

Application Kits

The application can be completed online via Adobe E-Sign. Once the application has been submitted, Preferred Trust Company will review the application within 48 hours and follow up with the client as needed.

Traditional IRA

E-SIGN

Roth IRA

E-SIGN

Transfer or Conversion Form

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After completing the Transfer and Conversion Form, you will need to print and physically sign the document. The completed and signed form can be scanned and emailed to info@ptcemail.com or faxed to (702) 946-0136, with “Attention: Client Services”.

Please provide a current statement for the account you will be transferring funds from.

Investment Forms

Once your account is opened, please fill out the form below when you are ready to invest with Texas Precious Metals . As a Self-Directed IRA custodian, Preferred Trust Company is not allowed to authorize and direct any investments without the client’s consent.

Investment Authorization & Direction Form

E-SIGN
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Fee Schedule

Please review the below fee schedule related to your specific investment at Texas Precious Metals.

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Need further assistance?

Please email info@ptcemail.com and a client services representative will contact you.