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
Forms Needed:
- Click here to Open an Account
- To open your brokerage account:
Contact us at us 800.320.5950 or Click Here - Direction of Investment Form
- Verification of Payoff or Disposition of Asset Form
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 Transactions@QuestTrust.com.
Note: At this time E-signatures are NOT accepted.
