How To Use the New QTC Investment Hub in Your Client Portal

Estimated reading time: 3 minutesLast updated on: June 18, 2021

Modern investing requires modern resources! Being able to conduct your business and manage your self-directed retirement accounts virtually is almost a necessity. Quest is always striving to add value to your customer experience by providing the latest and most innovative resources to you through the Client Portal. 

Our newest feature is our QTC Investment Hub, a 100% online investment hub where you can upload new investments and check on current ones faster than ever before. In this article, we’ll help you explore all the new ways you can use the QTC Investment Hub. 

SUBMIT A NEW INVESTMENT ONLINE

The biggest announcement for the QTC Investment Hub is the ability to submit new investments online! The days of going back and forth through emails and missing calls are long gone. In five simple steps you can now upload your new investment through the Client Portal. Once you have confirmed the investment information and submitted your supporting documents your investment is ready to be reviewed and funded with your “read and approved” signature.

Don’t worry if your investment requires a bit more work. Do you plan on doing a split or additional investment? Not a problem with the QTC Investment Hub. We’ve thought of everything when it comes to making your experience investing in notes, real estate and other private assets simple and possible!

TRACK FUNDING STATUS IN REAL TIME WITH THE LIVE INVESTMENT TRACKER

The QTC Investment Hub also gives you the ability to track the status of an investment with the Live Investment Tracker. Track your investment right there in your Client Portal after you hit submit by clicking on “Investments” then “Pending Investments-Client Portal Submissions”. Your investment tracker can give you real-time updates on where your deal is in the process! Even if you notice that you have inputted incorrect documents, you can replace them in your Client Portal with the QTC Investment Hub.

You will also be able to go back and retrieve these online document uploads for your records. Simply go into the portal, click on “Pending Investments” and then to the Client Portal submission area. Here, not only can you check the status, but you can also view and download documents you’ve previously submitted. 

Access Transaction Specialists in Live Time with Questions

We want to make sure you don’t feel lost navigating these new features, so we now offer the ability to chat with live Transactions Specialists through the Client Portal. The direct message feature in the QTC Investment Hub will allow you to send your specialist a message and they can respond back to you in real time. To get to the chat feature, you simply need to click on the box in the lower right hand corner of your client portal and start typing! 

It can be frustrating learning new technology, but we want to continue to offer our clients the best features to make self-directing your retirement as efficient as possible. You can rest assured knowing that these new online features are safe and secure through security pin, confirmation checkpoints, and security verification. If you have questions about how to use the new online QTC Investment Hub and the ways it can add value to your investing experience, be sure to give a Quest Trust representative a call today at 855-FUN-IRAs (386.4727)! To learn more about how to get started investing with a self-directed IRA, schedule a 1-on-1 consultation with an IRA Specialist by clicking HERE.

Leave a Reply

Your email address will not be published. Required fields are marked *