Brokerage Accounts With Your Quest Trust Company

Please use this guide when investing in a Brokerage Account with your IRA at Quest. Should you have any further questions please don’t hesitate to contact one of our experienced Transaction Managers at 800.320.5950

Brokerage Accounts with your Quest Trust Company

Forms Needed:

Steps to filling out “Direction of Investment-Brokerage Accounts”

This form is used to fund your brokerage account.

Steps to filling out “Verification of Payoff or Disposition of Asset”

Use this form to liquidate and/or close your brokerage account.

Submit Your Forms: All forms can be mailed or faxed to any of our locations or emailed to
Note: At this time E-signatures are NOT accepted.

My IRA Owns...