Achieve your financial goals
faster with cryptocurrency
You now have the ability to invest in cryptocurrency with your Self-Directed IRA at Quest Trust Company. We're happy to announce that we're now working with ErisX to give our clients the option to hold cryptocurrency in their retirement accounts at Quest.
Bitcoin
Ethereum
Litecoin
And much more
What is Cryptocurrency?
Cryptocurrency is a form of virtual or digital currency. It doesn’t rely on banks but rather functions on a network that is distributed across a large number of computers and uses a cryptography to secure and verify transactions. The peer-to-peer aspect enables anyone to send and receive payments from anywhere. Because of the advanced coding that is involved in holding cryptocurrency, it makes it nearly impossible to counterfeit.
Cryptocurrency is an attractive investment because of its ability to diversify one’s investment portfolio way beyond the usual publicly traded assets, and many investors believe crypto will increase in value.
Why Cryptocurrency at Quest Trust Company?
Alongside real estate and other private entities you can hold in your Self-Directed IRA at Quest, cryptocurrency has also been added to the list of investment choices! Whether you have a Traditional or Roth IRA, a specialty account, or a self-directed employer plan with us, the ability to invest in crypto is available to you - without the worry of being subject to capital gains taxes.
Quest Trust Company has come together with ErisX to provide an easy-to-understand system and platform for crypto investing. ErisX enables Self-Directed IRAs to invest in crypto assets and further expand portfolio diversification. ErisX can provide Self-Directed IRA account holders at Quest Trust Company investment options that include Bitcoin, Ethereum, Litecoin, and Bitcoin Cash to help achieve financial goals.
Are you ready to join the digital revolution and learn how to start using your Self-Directed IRA to invest in cryptocurrency? Speak to an IRA Specialist to get more information about how to get started. You can schedule a free 1-on-1 consultation to get all of your specific questions answered.
1
Make sure you have your Self-Directed IRA account established at Quest Trust Company. Need help? Click here to speak with a Certified IRA Specialist now!
2
Complete the ErisX on-boarding process on their website by clicking here!
3
Select Quest Trust Company as your IRA provider on the Compliance Questions during the ErisX onboarding process
4
Once approved, you will receive a Welcome Letter with funding instructions
Complete Quest Trust Company’s funding investment directly in your Client Portal! Submit a new investment via the QTC investing Hub!
6
Quest Trust Company will process your investment and send funds to your ErisX account within 24-48 hours
7
You’re ready to invest in cryptocurrency with your Quest Self-Directed IRA!
Resources
Here are some additional resources for you as you complete your crypto investment:
The QTC Investment Hub allows you to submit and track new investments 100% online. The days of emailing or calling back-and-forth are over with the new ability to upload all the information yourself! In just a few easy steps, you can have your new investments uploaded in a matter of minutes.
Want to stay up-to-date with your new investment? Once submitted in your Client Portal, you can track the funding status in real time with the Investment Tracker. If you have questions, you can talk to a transaction specialist in the chat feature available to you in your Client Portal, as well.
Submit new investments directly through the Client Portal
Track the status of your investments on the QTC Investment Hub
Chat with your assigned Transactions Specialist & more
TAKE CONTROL
Self-direction puts the investment control back into the hands of the client. With the option to choose from an endless amount of possibilities like real estate, notes, private entities, and more, you’ll be able to create tax-deferred and even tax-growth on your own terms.
CUSTOMER SERVICE AND EXPERIENCE
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 process your investments with care and consideration.
EDUCATION ABOVE THE REST
The level of education provided by the executives of Quest and our guests outshines competitors. From videos and blogs to pre-recorded tutorials and seminars, there is always high-level education available to you.
ONLINE EVENTS AND NETWORKING
The best place to learn about and find your next investment is from the experts themselves! At Quest, we offer multiple classes every week and monthly networking, ensuring you have all the resources to learn how to best utilize your SDIRA.
ALL - ACCESS ONLINE FEATURES
Whether you’re a client experiencing the new QTC Investment Hub or other features in the Client Portal, or you’re a non-client utilizing our other online features to complete a transaction for an account-holder’s IRA, there are countless online capabilities available to everyone, making Quest your modern day SDIRA custodian.
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DISCLAIMER: Quest Trust Company does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.
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