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.
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At Quest, it pays to have friends – literally! Whether you’re a client who is sharing the benefits of self-directed IRAs with others or you’re an investing professional looking for ways to help your financial network, our Client Referral Program will be sure to help everyone succeed.
We’re giving away account credits when you refer someone to Quest! We know how powerful a trusted referral can be. As a thank you for referring a friend to open their new Self-Directed IRA, not only will you receive a $25 credit to your Quest account… they will, too! These credits can be used towards any Quest fee! And with our Client Referral Program, there is no limit to how many friends you can refer! Keep earning free credits by referring your friends to Quest Trust!
How It Works:
Start Spreading the Word: Tell your friends about Quest or fill out our referral email to have an IRA Specialists reach out to someone you want to refer!
Use the Referral Code: When someone is ready to complete their application, simply have the individual include the coupon code REFERRAL along with your full name.
Receive Rewards: Once the account is fully established within 24-48 hours, you both automatically receive your credits!
How to Begin Earning Credits:
1. Visit referral.questtrust.com, and enter your name, your friends email and their phone number in the referral box!
2. Your friend will then receive an automatic e-mail letting them know they have been referred to Quest Trust Company. The email will also include an application to open their account.
3. On the application, they need to enter the coupon code REFERRAL along with your name in the “How did you hear about us?” section of the application.
4. Once the account is established, you will be notified and you both will receive a $25 account credit!
There is no limit to the amount of people you refer, so start spreading the word today!