General Investments in your Self-Directed IRA

COVID-19 Update:

All of our Quest Trust offices (Houston, Dallas and Austin) are still working to ensure safety by having semi-open offices available, accessible to clients and non-clients, and all of our online systems in place. Although we are currently running with some staff in office and some staff at home, we remain open for scheduled appointments and document drop off/pick-up. Our employees are ready to continue providing you the highest level of customer service and we thank you for being patient with us during this transition time. Click here for more information and important updates.

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:

- Click here to Open an Account

- Direction of Investment Form
- Payment Authorization Letter

- Direction to Sell

Verification of Payoff/ Disposition of Asset
- Click here to download these forms

How to Pay for Expenses?

Payment Authorization Letter
- Click here to complete this form

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 Transactions@QuestTrust.com

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.

Contact an IRA Specialist

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