How to open a brokerage account in your PENSCO Trust IRA...

Simply print out the form.

After completing the top section with your Account Holder Information, indicate in the midsection that you wish to "Buy" a brokerage account at a specific broker/dealer firm.
Indicate also, the specific dollar amount that you would like us to invest into the brokerage account. Please note that you must always leave at least $100 in the cash (un-invested) portion of your PENSCO Trust IRA.
If you already know of a broker there that you would like us to deal with on your behalf, simply include their name and contact information. Be sure to list any additional information that we might need in order to open up the exact type of account that you wish to hold (i.e. if it has a special name, or if there is a certain fee or other structure that we should ask for, etc.)
Sign the form and mail to:
- PENSCO Trust, Inc.
- P.O. Box 26903
- San Francisco, CA
- 94126-6903
or fax first to (415) 956-3016, Attn. Funding Department and then mail the original to follow.