One of the benefits of self-direction is the ability to diversify your portfolio beyond traditional, publicly traded assets. At Quest, you can use a truly self-directed IRA to invest in a multitude of private investments, locally and even internationally, putting the control back in your hands. In just 5 easy steps, you can open an account, fund it, and purchase a new investment that you’re familiar with and knowledgeable about!
5 EASY STEPS FOR PURCHASING ASSETS
Step 2) Fund your Quest Trust Company account
Step 3) Locate your investment.
Step 4) Complete investment paperwork – These can all be found in the Client Portal!
Step 5) We will process the completed paperwork and send funds!
Follow the roadmap below for a step-by-step visual guide for purchasing an asset with a Quest Trust Self-Directed IRA!
If you have any questions about how to purchase an investment with your Self-Directed IRA, please don’t hesitate to Contact a Transaction Representative!
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.