OPEN AN ACCOUNT
HAVE QUESTIONS?
Contact our Business Development Center and talk to a trained specialist
- Email: takecontrol@pensco.com
- Call Toll-Free: 866-818-4472
Our Online Application will walk you through any of the following IRA Applications:
- IRA
- Roth IRA
- SEP IRA
It will also help you to complete one of the following forms needed to fund your account:
- IRA Cash Transfer
- IRA 60-Day Cash Rollover
- IRA In-Kind Transfer
- IRA Cash Direct Rollover Designation
- IRA In-Kind Direct Rollover Designation
- Roth Conversion
Alternatively, you may download PDFs of the Applications if you prefer to complete them by hand.
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- 30 Penhallow Street Suite 200E, Portsmouth, NH 03801
- 450 Sansome Street, 14th Floor, San Francisco, CA 94111
© 2010 PENSCO Trust Company; PENSCO Inc.