Ready to invest in alternatives? Here's what you'll need.
When it’s time to purchase an asset in your account, we’re here to guide you through the process. Simply select your asset type below to download the pre-investment checklist:
FAQ’s and Helpful References
Can I pay for investment related expenses from my personal funds
No, you cannot pay for investment related expenses from personal funds.
Is the investment made by the IRA?
Yes, all documents should reflect the title or owner as “Pacific Premier Trust, Custodian, FBO (Client Name) [Account Type] (e.g., IRA , 401(k), ESA, etc.).”
What is a prohibited transaction?
See our Prohibited Transactions page.
Find out if a Pacific Premier Trust self-directed IRA can fund your next great investment opportunity.