Working with Pacific Premier Trust, your self-directed IRA custodian.

We’re delighted you’re taking control of your retirement by opening a self-directed IRA and choosing Pacific Premier Trust as your IRA custodian. To help you with the investment process, here are a few things to know about working with Pacific Premier Trust.


What Pacific Premier Trust Does (and Doesn’t Do)

As a self-directed IRA custodian, Pacific Premier Trust is responsible for processing your investment instructions and providing custodial services for the assets in your account over the course of the investment’s lifetime (or for as long as the investment remains in your account). After you open your account, Pacific Premier Trust will help guide you through the process of funding your first investment, and we’ll be here to assist with future transactions. Pacific Premier Trust IRA experts review each new transaction to ensure proper custody of the asset, and we document IRA ownership for tax deferment and IRS reporting needs.

Once you’ve made an investment in your self-directed IRA, Pacific Premier Trust manages the extensive recordkeeping that is necessary to comply with required reporting by the IRS and to IRA owners. We handle the reporting of contribution, distribution, and investment activity within the account, including quarterly reports, processing of annual asset valuations, and other documentation.

At Pacific Premier Trust, we're committed to your continued success. After the investment liquidates and proceeds are returned to the IRA, you can also invest in Marketable Securities for the long term — or until you find another alternative asset to invest in. 

It’s very important to understand that you and your advisors — not Pacific Premier Trust — are solely responsible for evaluating the merits and suitability of any potential investment. Pacific Premier Trust’s role is to determine if an investment can be held in a self-directed IRA. We do not approve or endorse any investments, and we do not offer legal or tax advice. We always encourage our clients to conduct ample due diligence and to work with a financial professional before making an investment decision.

A Dedicated Team of Self-Directed IRA Custodian Experts

At Pacific Premier Trust, we pride ourselves on delivering a premier level of service throughout the entire self-directed IRA investment process. With more than 40,000 unique assets held, our service team offers IRA custodial expertise on a broad range of alternative assets from real estate to private equity1.

Pacific Premier Trust has the knowledge needed to efficiently handle all aspects of account administration. As experts in alternative assets, we are able to guide you through complex transactions within qualified accounts.

If you have questions about working with Pacific Premier Trust, please contact one of our self-directed IRA specialists for more information.

1As of 03/31/2023.


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