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Education Center

Video Library

Browse through our collection of educational videos taught by our certified IRA Specialists and Executive team to better understand how you can use Self-Directed IRAs to invest in what you know best.

Blogs

Stay ahead of the game with the latest news on a wide variety of hot topics involving Self-Directed IRAs, real estate, and other forms of alternative investing.

Live Webinars

Stay connected through our free weekly live webinars and networking events featuring industry-expert speakers and certified professionals.

FAQ's

Have a question? Check out our detailed list of the most common questions we see with Self-Directed IRAs and get the answers you need.

Video Library

Browse through our collection of educational videos taught by our certified IRA Specialists and Executive team to better understand how you can use Self-Directed IRAs to invest in what you know best.

Blogs

Stay ahead of the game with the latest news on a wide variety of hot topics involving Self-Directed IRAs, real estate, and other forms of alternative investing.

Live Webinars

Stay connected through our free weekly live webinars and networking events featuring industry-expert speakers and certified professionals.

FAQ's

Have a question? Check out our detailed list of the most common questions we see with Self-Directed IRAs and get the answers you need.

self-directed ira road map

start

1

Open your Quest SDIRA

Open your Quest SDIRA

Complete the Starter Kit application! There are several different types of accounts that can be opened at Quest Trust.

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • HSA
  • ESA
  • Solo 401(k)

2

Fund your account

Fund your account

Now that your account is open, it's time to fund it!

  • Make a contribution
  • Rollover an employer plan (401k, 403b, etc)
  • Transfer funds from an existing IRA

3

Locate your investment

Locate your investment

Quest gives you the freedom to purchase any type of investmet allowed by the IRS. With a Quest Self-Directed IRA, you are fully in control of your retirement assets. Remember to do your due diligence!

Use the following vesting when purchasing an asset with your Quest IRA.

Quest Trust Company FBO [First Name, Last Name] IRA/HSA/ESA as applicable # [Account Number]

4

Complete investment forms to fund your investment

Complete investment forms to fund your investment

It's investment time! Work with our highly trained transaction specialists to get your IRA investment funded. Typically, you would need to provide them with:

  1. A Completed Direction of Investment form (DOI)
  2. Any supporting agreements or documents

we have specialized departments ready to assist you!

  • Real Estate
  • Promissory Notes
  • Private Entities

5

Congratulations, your IRA now owns the asset!

Congratulations, your IRA now owns the asset!

  • Pay Expenses (i.e property taxes, insurance, etc.) online via the new Expense Pay feature in the client portal
  • Complete your annual asset valuations (FMVs) online
  • Have borrowers and renters make payments directly to your IRA via our ACH portal & more

Contact a Quest Trust Certified IRA Specialist

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    What our clients have to say...

    I highly recommend Quest Trust Company. The people who work here really know how to guide you with self-directed IRAs. They are friendly and professional. Furthermore, they also conduct effective educational classes for investing.

    -Jamie B.

    Quest is hands on and makes the process of investing in real estate easy. They have good systems in place to help people invest and make tax free returns which is a huge savings to build wealth.

    -Caroline A.

    Everyone there has always been friendly, helpful and genuinely interested in seeing my retirement funds grow...

    -David R.

    Any interaction with Quest has surpassed expectations. The professional, courteous staff is always willing to help with any questions I have. I recommend them to all of my family and friends

    -Sage R.

    I am constantly in awe of the amount of free education that Quest provides and the enthusiasm that Quest staff and owners have for their company and their clients. I highly recommend them.

    -Mary H.

    upcoming webinars

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    featured event

    Quest Con Live: ForeCasting 2022

    This year has thrown new challenges at us and has also given us back a taste of our freedom. One thing that didn’t change was the way real estate and SDIRA investors never stopped! Now, we’re ready for what’s in store for 2022.

    Join us for our Quest Con Live: Forecasting 2022 virtual event this December 3rd and 4th for over 10+ insightful panels and presentations. You’ll have an opportunity to ask the experts any questions you may have wondered, and learn information that will help you as you continue investing for next year. Listen as the experts discuss everything from current state of real estate investing, real estate and private lending strategies, and other economic topics that will help investors as they transition into 2022. Don’t miss your opportunity to connect directly with a group of the best experts!

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    "Our mission is to deliver an unparalleled customer experience that caters to your needs. In order to meet those expectations we provide free educational seminars, inclusive networking events, and a positive atmosphere. This avid sense of direction stems from what we maintain to be the foundation of our company, our employees. Here, we believe in cultivating a philosophy that fosters innovation, integrity, and hospitality. By maintaining that ambitious sense of purpose, it allows us to engage competitively in any market for not only ourselves, but for you. For that reason, we here at Quest Trust Company hold true that you; our customers, are the incentive."

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