Register for Provident Trust Group's Client Portal

If you are an Agent for a Provident Trust Group client, please do not establish credentials using this registration page. Please call us at 888-855-9856 to get established in the Agent Portal.

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.

(if you already have an account with Provident, registering for the Portal will link your account automatically)

To get started, please have the following items at hand


  • Personal Information, such as Social Security Number, Legal Name, DOB, Address and Phone Number


  • Identification - A legible, digital copy of your government-issued ID such as driver's license, identification card or U.S. passport will need to be uploaded with your application


  • To complete your self-directed IRA application, you will also need to make a payment via credit card to cover the account setup fee and 1st year's annual fee