Client Portal
Call: 855-FUN-IRAS
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.
self-directed ira road map
start
1
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
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
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
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:
- A Completed Direction of Investment form (DOI)
- 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!
- 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
start
1
Open your Quest SDIRA
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- Traditional IRA
- Rath IRA
- HSA
- ESA
2
Find your account
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- Traditional IRA
- Rath IRA
3
Locate your investment
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- Traditional IRA
- Rath IRA
- HSA
- ESA
4
Complete investment forms to found your investment
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- Traditional IRA
- Rath IRA
- ESA
5
Open your Quest SDIRA
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- Traditional IRA
- Rath IRA
- HSA
- ESA
Contact a Quest Trust Certified IRA Specialist
What our clients have to say...
featured event
quest summer intensive
Cool off this summer and dive deep into high-level courses to take your investing strategies to the next level.
This powerful event isn’t like a normal Quest class. Over the course of 3 Fridays this July, you’ll have the opportunity to receive advanced content from recognized guest speakers as they present real case studies, success stories, and lessons learned from their investment experiences.
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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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