Working With Pacific Premier Trust

To help you with the investment process, here are a few things to know about working with Pacific Premier Trust.

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Opening Accounts

Ready to get started? Follow four simple steps to open your self-directed IRA with Pacific Premier Trust.

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Funding Accounts

Explore the methods of funding your self-directed IRA, including cash transfers, in-kind transfers, and rollovers.

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Investment Options

From Private Equity to Marketable Securities, see the range of possibilities with a self-directed IRA.

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Making an Investment

Review pre-investment checklists for alternative assets and guidelines to avoid tax consequences.

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Managing Accounts

Learn about general maintenance for self-directed IRAs and additional maintenance required for specific assets.

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Forms

All the forms you need — all in one place. Find forms for opening accounts, funding accounts, making investments, and managing accounts.

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