BV Capital

Ready to Fund Your Investment Using Your Retirement Funds?

Preferred Trust provides the resources and support you need to establish and fund a Self-Directed IRA so you can invest using your retirement funds.

Getting Started Is Simple

Follow the steps below to establish your Preferred Trust account and fund your investment. If you need assistance at any point, the Preferred Trust team is available to help.

Step

1

Talk With an IRA Specialist

If you would like guidance before you begin, speak with a Preferred Trust IRA Specialist. They will walk you through account types, the funding process and what to expect.

Already comfortable proceeding on your own? Continue directly to Step 2.

Step

2

Select and Open Your Account

Select the Self-Directed IRA that fits your situation and complete the online application. Your information stays secure in our encrypted digital forms.

Traditional IRA

Pre-tax retirement savings

Roth IRA

After-tax retirement savings

SEP IRA

Self-employed and small business

What You'll Need

Step

3

Fund Your Account

Move retirement funds into your new account by transfer, rollover or contribution. Submit the Transfer or Conversion Form and our Client Service Team will coordinate with your current custodian.

Transferring from a 401(k) or another qualified retirement plan? Call 702-998-5872 or email ClientService@ptcemail.com, and a specialist will help you complete the paperwork. Once you’ve been notified by Preferred Trust that your funds have been received and your account is open and funded, you can proceed to step four.

Step

4

Complete Your Investment

Once Preferred Trust confirms your account is open and funded, authorize the investment and direct transactions to and from your SDIRA by submitting the form below.

Need Assistance?

Our Client Service Team is here to help with questions about establishing your account, transferring funds or completing the investment process.