General Investments in your Quest Trust Company IRA

Please use this guide when investing in through your IRA. Should you have any further questions please don’t hesitate to contact one of our experienced Transaction Managers at 1.855.FUN.IRAS (1.855.386.4727)

Forms Needed:

    • Direction of Investment Form
    • Payment Authorization Letter

How to Pay for Expenses?

Ready to Sell?

    • Direction to Sell
  • Verification of Payoff/ Disposition of Asset

Submit Your Forms: All forms can be mailed or faxed to any of our locations or emailed to

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.