(866) 818-4472

Search Keywords

Open Account Client Login

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

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 Charges

Resources

Contribution Limits and Deadlines

Important Dates for IRAs

Forms

Videos and Media

FAQs

Glossary

Featured Transactions
Financial Professionals Financial Professionals
Financial Professionals
Working With a Custodian

Retirement Market

Tax Implications

PENSCO Alt-Nav™ Technology

PENSCO Custodian Connect(TM)

Are You:

A Financial Institution

An Investment Sponsor

A Financial Advisor

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
Self-Directed IRAs Self-Directed IRAs
Self-Directed IRAs
The Basics

What is a Self-Directed IRA?

What Are Alternatives?

Advantages

Prohibited Transactions

Tax Considerations

Required Minimum Distribution (RMD)

Investing Options

Real Estate

Private Equity

Promissory Notes

Other Asset Types

Resources

Videos and Media

FAQs

Glossary

Blog

Featured Transactions
About Us About Us
About Us
Why PENSCO

History

Investment Fraud Information

Account Security and Protection

Our Team

Executive Management

Board Members

Career Opportunities

Insights & News

Blog

PENSCO in the News
Contact Us

Home » Account Transfer Inquiry

Account Transfer Inquiry

Stay Connected

Get Adobe Acrobat Reader

© 2018 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