Call: 855-FUN-IRAS

Putting more control in your hands

Quest Client

Portal

Streamline the way you Self-Direct your investments with our new online features at Quest Trust Company!

Experience a better way to invest – online with the Quest Client Portal and the brand new QTC Investment Hub. Managing and reviewing your Self-Directed Quest accounts has never been easier than with the modern features offered at Quest! Here, you have 24 hour access to all your investments, and account information with the ability to upload new investments, manage old ones, and prepare for any upcoming deadlines. What’s even better than having access to all these online options? These are all FREE for Quest clients! Here’s what you can expect to see with a SDIRA at Quest:

Play Video

Client Portal Features

Expense Pay

Your SDIRA investments may incur an expense, like repairs or property taxes. With the online features in the Client Portal, you can request these be paid directly online. Simply upload the request with the supporting documents and we can send the funds for the expense in 24-48 hours.

Secure Document Upload

Need to upload a document but want to ensure it is done safely, not through email or fax? You can securely upload any document you might need to submit from the safety of your client portal. This will ensure your information is sent to a Quest representative the safest way possible!

Submit FMV’s

At the end of every year, you will need to show a Fair Market Valuation for the assets you hold in your SDIRA. In the Quest Client Portal, you can upload this information 100% online.

Secure Message Center

Don’t rely on snail mail or lost emails when it comes to receiving your important information. You can get immediate access to all of the latest Quest information and IRS updates/announcements in your Client Portal with the Secure Message Center, as well as the other methods. Ensure your communication is secure with this feature!

Annual Statements
and Other Forms

Locate your annual reporting forms and helpful accounts information with easy-to-access statements and IRS forms. With the click of a button, you can download all the information you might need and easily print for your own records.

What’s new?

One of the biggest additions to the Client Portal is the brand new QTC Investment Hub!

The QTC Investment Hub allows you to submit and track new investments 100% online. The days of emailing or calling back-and-forth are over with the new ability to upload all the information yourself! In just a few easy steps, you can have your new investments uploaded in a matter of minutes.

Want to stay up-to-date with your new investment? Once submitted in your Client Portal, you can track the funding status in real time with the Investment Tracker. If you have questions, you can talk to a transaction specialist in the chat feature available to you in your Client Portal, as well.

Submit new investments directly through the Client Portal

Track the status of your investments on the QTC Investment Hub

Chat with your assigned Transactions Specialist & more

Quick Access to Your Client Portal

Step-By-Step Investment Submission

You can submit new investments easier than ever before. Simply select what type of asset you want to purchase, share the investment details, confirm the information and provide supporting documents and your investment is on its way for review and funding!

Track Your Investments in Real Time

Stay up to date with your investments in real time with the QTC Investment Hub tracking feature! See where your investment stands at any given moment by logging in to your Client Portal.

Updating Account Info Online

Easily update account information with a few clicks of your button! If you need to update beneficiaries, change your address, or add a new method of payment, you are able to update personal and account information in the Client Portal.

Expense Pay

Your SDIRA investments may incur an expense, like repairs or property taxes. With the online features in the Client Portal, you can request these be paid directly online. Simply upload the request with the supporting documents and we can send the funds for the expense in 24-48 hours.

Secure Document Upload

Need to upload a document but want to ensure it is done safely, not through email or fax? You can securely upload any document, like yearly Fair Market Valuations, directly from the safety of your client portal ensuring your information is sent to a Quest representative the safest way possible!

Secure Message Center

Don’t rely on snail mail or lost emails when it comes to receiving your important information. You can get immediate access to all of the latest Quest information and IRS updates/announcements in your Client Portal with the Secure Message Center, as well as the other methods.

Annual Statements and Other Forms

Locate your annual reporting forms and helpful account information with easy-to-access statements and IRS forms. With the click of a button, you can download all the information or reports you might need and easily print for your own records.

World Famous Customer Service

With the QTC Investment Hub, you’ll get all the latest features still with the same great service you’re used to. You can continue to count on Quest to provide exceptional and knowledgeable service, 24-48 hour processing times, and top-tier education.

Why go with us?

TAKE CONTROL

Self-direction puts the investment control back into the hands of the client. With the option to choose from an endless amount of possibilities like real estate, notes, private entities, and more, you’ll be able to create tax-deferred and even tax-growth on your own terms.

CUSTOMER SERVICE AND EXPERIENCE

When you speak to a representative from Quest, you can feel confident that you’re speaking with an experienced, well-trained team member with extensive knowledge on your topic. Following our core values to always make our clients’ day, we will go above and beyond to process your investments with care and consideration.

EDUCATION ABOVE THE REST

The level of education provided by the executives of Quest and our guests outshines competitors. From videos and blogs to pre-recorded tutorials and seminars, there is always high-level education available to you.

ONLINE EVENTS AND NETWORKING

The best place to learn about and find your next investment is from the experts themselves! At Quest, we offer multiple classes every week and monthly networking, ensuring you have all the resources to learn how to best utilize your SDIRA.

ALL - ACCESS ONLINE FEATURES

Whether you’re a client experiencing the new QTC Investment Hub or other features in the Client Portal, or you’re a non-client utilizing our other online features to complete a transaction for an account-holder’s IRA, there are countless online capabilities available to everyone, making Quest your modern day SDIRA custodian.