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Authorization To Take Action Form. This form is used to authorize Provident Trust Group to take further action on an existing account or asset (e.g., 990T, sale of asset, extend loan terms, execute documents, obtain EIN). Download.
Proudly recognized as 2018’s Best IRA Custodian specializing in Alternative Asset Custody with superior technology and customer service. Discover the industry leading self directed IRA Custodian.
Complete, sign, and return the form to Provident Trust Group via mail, email, or fax (information listed at the bottom of the form). Complete these actions more quickly and easily through our online portal.
If you used Innovue (old portal) you will need to re-register to access your account(s) via Provident’s new portal. Register here. If you prefer to access your account via an old portal, you can do it here.
We are a self directed IRA administrator specializing in Alternative Asset Custody, Escrow Administration, and Corporate Trust Accounts.
Register for Provident Trust Group's Client Portal. Start Your Portal Registration. Already have a portal login? Sign In. Once you setup your portal login, you can then complete and submit a self-directed IRA application on-line. The entire process takes less than 15 minutes.
Provident Trust Group has received mixed client reviews with an average rating of 2.33 out of 5, indicating varying degrees of satisfaction with their service, noteworthy administrative fees, and irreversible promises concerning IRA transfers.
Provident Trust Group is a self-directed IRA custodian and administrator serving more than 31,000 clients and holding over $12 billion in assets under custody.
We believe that a compact, flexible and client-focused firm possessing both investment management expertise and fiduciary trust powers can provide value to families and businesses looking for a stable group of experienced professionals to manage their financial assets and affairs. Form CRS (external link - sec.gov)
Oct 11, 2011 · EAST WINDSOR, N.J., Oct. 11, 2011 / PRNewswire/ -- ExpertPlan, the leading provider of private label recordkeeping plan services, announced it has been selected by Las Vegas based Provident...
