Referral program

You Earn, They Save

Earn $25

For each friend who opens up a self-directed account at quest

Here's How It Works:

Refer

Share the benefits of Self-Directed IRAs with your Network and Refer Your Friends to Quest

Reward

They open an account, and you both earn a free $25 credit

Repeat

Refer more & earn credits for every additional client you send 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 Company!

Frequently Asked Questions

Is there a limit to how many people I can refer?

There is no limit to the amount of people you can refer! Keep spreading the word to earn credits for you and friends.

How and when will I receive my reward?

Once their account is open – within 24 to 48 hours, these credits will be applied to your account.

Do the rewards expire?

No! Your credits are good for as long as you have your account with us.

Which fees can my credits be used for?

You can use these credits towards transaction fees and other account fees.

Where in my account can I check to see how many credits I have?

Your credits can be found where your fees and transactions are located in your account!

What if they or I have questions about this program or SDIRAs in general?

If you have questions about our referral program, you can reach out to an IRA specialist at 281-492-3434

Fill out the required information and a Quest Trust representative will be in touch shortly!

There is no limit to the amount of people you refer, so start spreading the word today!

www.QuestTrustCompany.com

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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.