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March 2024 by Vincent Bradford
I am a lil aggravated that it is taking so long to get my funds
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March 2024 by Ronald Roberson
Preferred Trust seems much easier and service friendly than the only other SDIRA I've dealt with. Experience is good so far
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March 2024 by Mark Smith
This is a great way to invest in what you want, as much as you want and when you want. Diversify your investments here. Property, Trust Deeds, money markets, Forex, stocks, etc. They make it easy for you.
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March 2024 by Israel Irizarry
I have been a client at PTC for over 5 years. They made the transfer process very easy and helped with some issues I was having with my previous custodian. The online client portal is easy to manage and see your investments. If you need any specific forms for investments, distributions, contributions etc. you can easily find them on their website. I think one of the biggest benefits they provide to clients and potential clients is all the free education the provide through blogs, whitepapers and their podcast. Not all SDIRA custodians are created equal. Preferred Trust understands speed of funding, customer service and most of all, compliance.
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February 2024 by San Simeon
I have been using PTC IRA account for the last four years for investing in crypto currencies. I have placed buy and sell orders several times and they have executed my orders promptly within 2 business days, calling and confirming the rates with me by phone. It has been great experience working with them. If you are looking to invest in crypto on your IRA account, I highly recommend their service. Very satisfied customer.-Leo
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February 2024 by Adam Uhan
Outstanding service! The team at Preferred Trust processed my initial transaction swiftly and guided me through every turn. They have continually supported me on my investment journey. Great company with great people!
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February 2024 by Carrie Sokalski
My experience with customer service about my self directed IRA is above and beyond. Thank you for your continued patience and guidance through my learning process.
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February 2024 by Jim Williams
Yes great experience with preferred trust very professional always guided me in the right direction looking forward to make other purchases this year again thank you very much
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December 2023 by Dana Sperry
Only hear from Preferred Trust once a year when I owe them money.
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November 2023 by Mike Jones
I do not use the Preferred Trust app. It’s to protect and I have to reset my password and ID every time I have tried. I have to go to my account advisor to have them contact your company to allow me to reset. I have very bad experiences in dealing with Preferred Trust.
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November 2023 by Greg Crosby
Never get any info on paper.
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November 2023 by Rickey Herring
A great experience is how I would characterize the service I have received from Preferred Trust. Searching for the right custodian for my Self-Directed IRA was ended when I found Preferred Trust. Their professional, highly accurate, knowledgeable and friendly staff have provided me with a safe and trustworthy environment for my retirement fund.
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November 2023 by Ernest Schmidtchen
Awesome experience. Deardra was fantastic. Took care of everything. Couldn't be happier.
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November 2023 by Sam Hughes
Transferring and setting up my precious metal IRA was easy. I know PTC has to make money somehow, but their fees are outrageous!!!! Fees to do everything, even to close out your account!!!! I know now to ask questions if I ever do this again!!!
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November 2023 by Lee Ann Nelson
These folks were super supportive and knowledgeable of the process. I explained what I wanted, they laid out the plan step by step and then walked with me through those steps.
