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Houston Events

We have moved all of our weekly classes and Trillion Dollar Investment Mixers online, where you can still learn and engage in live time with our speakers. Check out our upcoming webinars HERE!

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Our transition from Bancorp South Bank to Frost Bank
We expect this transition to be smooth and easy, requiring almost no changes on the client end! There are no new systems to learn nor any account changes to make. The only update to be aware of is the new Incoming Funds Instructions. The old instructions for Bancorp South will no longer be applicable or […]
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Earn up to $500 in Account Credits!
Get MEGA rewards when you move money into your Self-Directed account. When you transfer or rollover your funds from an old 401(k) or IRA elsewhere, we’re giving you account credits! Earn a little extra for your account, and start putting those funds to work. Funds must be received by September 30th, 2021 to receive a […]
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We Want to Hear from You!
Since opening our doors in 2003, we have made it our mission to provide the highest quality of customer service to our clients. At Quest Trust Company, you -the client -come first and we welcome the opportunity to continue to improve your overall experience. We are constantly looking for new ways to make your client […]
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Introducing our new QTC Investment Hub!
With this new feature, you can now submit investments directly through the client portal and track your investments in real time!
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It Pays to Have Friends!
Start raking in the rewards for the services you love. Refer a friend to Quest and receive a credit towards your account!
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Set a child you love up for success with Quest’s special Coverdell ESA promotion!
By starting a Coverdell ESA, not only are you helping a child grow their education fund by making that initial contribution, you’re also creating a tax-FREE bucket of wealth that can be used for all sorts of qualified educational expenses!
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Quest Virtual Networking Happy Hour
Quest is giving you the chance to network and share your deals and services with new faces every 1st and 3rd Wednesday of the month!
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Self-Directed IRA Saturdays
Start your Saturday with Quest! Join us for our special SDIRA Saturday webinar series at 12pm CT every week!
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Weekly SDIRA Webinars
Our weekly Quest webinars give you access to unlimited free education! Get the knowledge to help grow your retirement at one of our weekly classes on Tuesdays and Thursdays at 12PM CT!
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We Encourage You To Join Us Online!
We love to provide you all with great education and networking opportunities, however in light of ongoing developments from COVID-19, we have decided to postpone all live Quest events and have moved all of our education online, where you can still learn and engage in live time with our speakers.
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Houston Events

It was amazing how well your company functioned

We were fortunate enough to cross paths with Quest Trust

I only wish I had found out about self-directed IRAs