Downloadable Forms
At QTC, your financial security and convenience are our top priorities, and we're here to ensure that your experience with us is as smooth and personalized as possible. The most secure and efficient way to take control of your account and initiate transactions is through our user-friendly Client Portal - no forms needed.
For those who prefer a more traditional approach, just scroll through the menu below to find your form. Then print, complete, and securely upload forms through our dedicated secure upload system. Alternatively, through QTC approved Adobe Sign, you can swiftly complete most forms using digital signatures for a seamless experience.
Downloadable Forms
Open An Account
Opening an account with QTC is simple and only takes a few minutes. All you will need is a valid government-issued ID, a credit card, and the personal details of those you want to list as beneficiaries. Click here for more information on our different accounts and their benefits.
View Self-Directed Account Application for Traditional, Roth, SIMPLE, or Health Savings Account
View Coverdell ESA Application
Deceased passed away prior to 1-1-2020
Deceased passed away on or after 1-1-2020
Fee Schedule
Explore our flexible fee schedule designed to accommodate your unique investment strategy. At QTC, we understand that one size doesn't fit all, which is why we offer three distinct options to align with your financial goals. Alternatively, whether you’re managing multiple accounts, overseeing a substantial portfolio, or simply seeking an elevated level of support, explore our Gold Family Service.
Funding Your QTC Account
Funding your account has never been easier. To Initiate a rollover or transfer from another account to Quest, see below for our simple and efficient forms. Additionally, we want you to be aware of our standard policies regarding holds on incoming funds. Checks are subject to a 5-day hold period, while wire transfers typically have a 24-hour hold. It's important to keep those timelines in mind, especially if you have an asset purchase on the horizon.
For all account numbers use the following funding instructions
Purchasing an Asset
To purchase Real Estate with QTC, please log in to the client portal and go to the Investment Hub for more information.
To purchase Notes with QTC, please log in to the client portal and go to the Investment Hub for more information.
To invest in a privately held company with QTC, please log in to the client portal and go to the Investment Hub for more information.
To purchase assets with QTC, please log in to the client portal and go to the Investment Hub for more information.
Asset Management
To notify QTC of an upcoming asset payoff or to mark an asset as complete, please log into the client portal and visit the “Disposition of Asset” page.
To modify or extend the terms of an existing promissory note, please log into the client portal and visit the ‘Note Modification’ page.
To pay asset related expenses, such as property taxes, HOA dues, or attorney fees, please log into the client portal and use the ‘Expense Pay’ feature.
Fair Market Valuation
To satisfy the annual FMV requirement, please log into the client portal and follow the FMV instructions.
For Third Parties providing the updated value, the PDF can be found here and uploaded with supporting document via Upload.QuestTrustCompany.com
Account Management
Authorized Access, with unlimited read-only access
View PDF | Adobe Sign
Authorized Access, with ability to manage assets including buy, sale, or authorize expenses. This form must be notarized.
View PDF
