General Investments in your Quest Trust Company IRA

General investments allow for the broadest spectrum of possibilities for alternative investing. These investments are assets in your Self-Directed IRA that are non-traditional, but may not fall under the category of a promissory note or direct real estate purchase. Buying a property at auction, purchasing personal property, or investing in options with your Self-Directed IRA are all considered general investments.


Funding General Investments:

Once you have found your general investment, your next step will be to complete the funding documents. These forms can be located in your Client Portal. Please make sure all documentation is completed with the Quest vesting found below:

    • Quest Trust Company FBO (Your Name) IRA (Your Account Number)

When the tax ID or physical address is required, please use Quest Trust Company’s information:

    • Tax ID: 61-1435085
    • Address: 17171 Park Row, Ste 100 Houston, TX 77084

Submit Investment Documents:

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.