Investment Process
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.
Learn MoreOpening Accounts
Ready to get started? Follow four simple steps to open your self-directed IRA with Pacific Premier Trust.
Learn MoreFunding Accounts
Explore the methods of funding your self-directed IRA, including cash transfers, in-kind transfers, and rollovers.
Learn MoreInvestment Options
From Private Equity to Marketable Securities, see the range of possibilities with a self-directed IRA.
Learn MoreMaking an Investment
Review pre-investment checklists for alternative assets and guidelines to avoid tax consequences.
Learn MoreManaging Accounts
Learn about general maintenance for self-directed IRAs and additional maintenance required for specific assets.
Learn MoreForms
All the forms you need — all in one place. Find forms for opening accounts, funding accounts, making investments, and managing accounts.
Learn More