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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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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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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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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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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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 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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Start your Saturday with Quest! Join us for our special SDIRA Saturday webinar series at 12pm CT every week!
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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 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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