Legal & Regulatory
Disclosures
Preferred Trust Company is committed to providing clear information about our services, responsibilities, and important considerations related to self-directed retirement accounts. Please review our current disclosures for additional information about Preferred Trust Company and the services we provide.
The following document contains important disclosures and information related to Preferred Trust Company, self-directed retirement accounts, and our role as custodian. We encourage clients, prospective clients, and partners to review this information carefully.
Preferred Trust Company Disclosures
Disclosure statement for Traditional IRA accounts
Preferred Trust Company does not provide investment, tax, legal, or financial advice. Investors should consult with their own qualified professionals regarding their individual circumstances.