How to Navigate the New Client Portal

Estimated reading time: 4 minutesLast updated on: August 23, 2021

It’s always been part of our human nature to push boundaries in order to achieve the next, great accomplishment. First, it was successfully getting an airplane off the ground. Then, we sent a man to the moon! Now it’s our turn for advancement. For Quest, our way of taking things to the next level is the Client Portal. 

If you haven’t logged in to your Client Portal recently, you might be surprised to see that we have done many updates and have added new features all across the platform, as well. All these changes and new creations were designed to make self-directing your IRA a quick and simple task. And although change might sounds a bit scary, this article is here to help you navigate your Client Portal and all the new features it has to offer!

Navigating the Client Portal

First and foremost, you’ll need to know how to log in to the portal. You can start by going to the Login page on our website by visiting questtrustcompany.com. In the upper right hand corner, you will find an orange button that says “Client Portal”. This will take you to the portal, and here, you can log in as a first-time user. Now, you will have to complete some security information, like your primary email address, the last six of your social security number your date of birth and your Quest account number, but once this is complete, you will be ready to head into the main dashboard. 

Your main Client Portal dashboard will be your one-stop-shop for anything and everything you might need regarding your Self-Directed IRA! From this main page, you have all the resources at your fingertips. On the left hand side, there will be numerous blue buttons with functions – like making a new investment or viewing your account balance. You can also view secure messages, pay expenses, submit Fair Market Valuations, and more. Simply click any of the buttons to be taken to the page of your choice. You can see an example in the image up above.

Client Portal Features

These new Client Portal features are here to provide you online access for any task you might need to complete. Whether that be submitting a new investment in the QTC Investment Hub or updating your personal or account information, you no longer have to call or email in to Quest in order to take care of your needs! If you need to view your account activity or track any of the investments inside of the accounts, all you have to do is log in to your Client Portal and you can see all the assets, reports, cash balances, and more! You can open new accounts, manage current ones, make payments for your investments – or your Quest fees – and even stay up-to-date with upcoming events. 

Whats New?

One of the biggest additions to the Client Portal is the brand new QTC Investment Hub!

The QTC Investment Hub allows you to submit and track new investments 100% online. You’ll no longer have to email or call back-and-forth. With the ability to upload all the information yourself, you can have your new investments uploaded in a matter of minutes with only a few easy steps. You can also view real-time updates for your new investment! Once submitted in your Client Portal, you can track the funding status in real time with the new Investment Tracker. 

Change doesn’t have to be scary! We’ve made these new features easy and straightforward, so even those who aren’t as familiar with online systems can still feel comfortable using the new Client Portal. You can also reference tutorial videos, created just for the Client Portal! With over 25 detailed videos, there will be step-by-step processes and other information to help you for anything you might need to accomplish! 

If you have any questions about how to navigate the portal or need help finding something inside of the Client Portal, you can always talk to a Quest specialist in live time through the chat feature. When you speak to a representative from Quest, you can feel confident that you’re speaking with an experienced, well-trained team member with extensive knowledge on your topic. Following our core values to always make our clients’ day, we will go above and beyond to ensure you’re getting the most from your new and improved Client Portal. 

If you’re ever looking for help, want to open up an SDIRA, or would just like 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.

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