Unlock the full potential of your retirement funds by opening a self-directed IRA with Pacific Premier Trust.

Key Features

  • Easy Application
  • Fast Processing
  • Online Access

To open your self-directed IRA, you’ll need the following items: 

  • Personal information: Social Security number, legal name, date of birth, address, and phone number
  • Identification: A digital copy of your government-issued ID such as a driver’s license, identification card, or U.S. passport 
  • Beneficiary information: Name, date of birth, Social Security number 
  • Payment option: We accept all major credit cards 

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You can track each step in the investment process when you register for online account access. 

If you have any questions, please contact our Business Development Center at:

Account Administration

We're dedicated to helping you make the most of your self-directed IRA and alternative investments. Visit our Managing Accounts page to learn what you should look after with your new account.

Online Access

Once you know how to administer your account, our award-winning technology is ready to help you take action. Alt-Nav™ Online Investing simplifies the alternative investing process. Learn more about Alt-Nav.

Services Fees

Any successful relationship with a custodian is built on trust. That's why we're transparent about the fees we charge. View our service fees.

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