(866) 818-4472

Search Keywords

Open Account Client Login

Individual Investors Individual Investors
Individual Investors
Before You Start

How to Choose an IRA Custodian

Top 5 Things You Need to Know

Working With PENSCO

The PENSCO Marketplace®

What is The PENSCO Marketplace®?

Investment Platforms

Professional Directory

Non-Recourse Lenders

My Account

Managing My Account

Login

Getting Started

The Process

Opening Your Account

Funding Your Account

Timelines for Funding

Pre-Investment Checklists

Service Fees

Resources

IRA Contribution Limits and Deadlines

Important Dates & Deadlines

Forms

Videos and Media

FAQs

Glossary
Financial Professionals Financial Professionals
Financial Professionals
Working With a Custodian

Retirement Market

Tax Implications

PENSCO Alt-Nav™ Technology

PENSCO Custodian Connect™

PENSCO Private Fund Custody

PENSCO Co-Investment Services

ESOP Transition Solutions

Are You:

A Financial Institution or Financial Advisor

An Investment Sponsor

A Fund Manager or RIA with Private Funds

An Investment Platform

A CPA, Attorney, or Real Estate Professional

Account Login

Advisor Login

Pro Portal Login

Resources

FAQs

Videos and Media

B2B Directory

Account Transfer Inquiry

Asset Valuation

ESOP Transition Solutions - Case Studies
Self-Directed IRAs Self-Directed IRAs
Self-Directed IRAs
The Basics

What is a Self-Directed IRA?

What Are Alternatives?

Advantages

Prohibited Transactions

UBTI and UDFI Tax Considerations

Required Minimum Distribution (RMD)

SECURE Act

Investing Options

Real Estate

Private Equity

Promissory Notes

Other Asset Types

Resources

Videos and Media

FAQs

Glossary

Blog
Forms
About Us About Us
About Us
Why PENSCO

History

Fraud Awareness

Account Security and Protection

Testimonials

Our Team

Career Opportunities

PENSCO Gives Back

Insights & News

Blog

PENSCO in the News

SECURE Act

CARES Act
Contact Us

Individual Investors
Financial Professionals
Self-Directed IRAs
Forms
About Us
Contact Us

Home » Account Transfer Inquiry

Account Transfer Inquiry

Stay Connected

Rating: A+

© 2020 PENSCO Trust Company, a subsidiary of Opus Bank
PENSCO Trust Company performs the duties of an independent custodian of assets for self-directed individual and business retirement accounts and does not provide investment advice, sell investments or offer any tax or legal advice. Clients or potential clients are advised to perform their own due diligence in choosing any investment opportunity as well as selecting any professional to assist them with an investment opportunity. Alternative investments are not FDIC insured and are subject to risk, including loss of principal. PENSCO is indirectly affiliated with a registered broker dealer and with a licensed small business investment company through Opus Bank (“Opus Affiliates”). Other than the Opus Affiliates, PENSCO is not affiliated with any financial professional, investment sponsor, or investment, tax or legal advisor.
Privacy Terms of Use User Agreement Site Map