Unlock more retirement fund potential 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, legal physical address, and phone number
  • Identification: In certain circumstances, we may require you to provide documentation to authenticate your identity or address (e.g., copy of your social security card, or government-issued ID such as a driver’s license, identification card, or U.S. passport, a utility bill, etc.)

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You can monitor your 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 advanced technology is ready to help you take action. Pacific Premier Wealth OnlineSM simplifies the alternative investing process. Learn more about Pacific Premier Wealth Online.

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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