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Downloadable Forms

At QTC, your financial security and convenience are our top priorities, and we're here to ensure that your experience with us is as smooth and personalized as possible. The most secure and efficient way to take control of your account and initiate transactions is through our user-friendly Client Portal - no forms needed.

For those who prefer a more traditional approach, just scroll through the menu below to find your form. Then print, complete, and securely upload forms through our dedicated secure upload system. Alternatively, through QTC approved Adobe Sign, you can swiftly complete most forms using digital signatures for a seamless experience.

Client Portal Secure Document Upload

Our client portal ease of use list

Open An Account

Opening an account with QTC is simple and only takes a few minutes. All you will need is a valid government-issued ID, a credit card, and the personal details of those you want to list as beneficiaries. Click here for more information on our different accounts and their benefits.

Open a Self-Directed Account

Open an account online

View Self-Directed Account Application | View PDF 

View Coverdell ESA Application | View PDF

Open an Inherited IRA

Deceased passed away prior to 1-1-2020 | View PDF 

Deceased passed away on or after 1-1-2020 | View PDF 

Fee Schedule

Explore our flexible fee schedule designed to accommodate your unique investment strategy. At QTC, we understand that one size doesn't fit all, which is why we offer three distinct options to align with your financial goals. Alternatively, whether you’re managing multiple accounts, overseeing a substantial portfolio, or simply seeking an elevated level of support, explore our Gold Family Service.

Funding Your QTC Account

Funding your account has never been easier. To Initiate a rollover or transfer from another account to Quest, see below for our simple and efficient forms. Additionally, we want you to be aware of our standard policies regarding holds on incoming funds. Checks are subject to a 5-day hold period, while wire transfers typically have a 24-hour hold. It's important to keep those timelines in mind, especially if you have an asset purchase on the horizon.

View Incoming Deposit Instructions

If your account # starts with a 5 or lower, use these instructions. View PDF

If your account # starts with a 6 or greater, use these instructions. View PDF

Purchasing an Asset

How to Title Investments with a QTC Account

Read this helpful document before making your asset purchase. 

View PDF

Invest in Real Estate, Subject-To, Foreign Property, or Wholesaling

To purchase Real Estate with QTC, please log in to the client portal and go to the Investment Hub for more information.

Invest in Promissory Notes, Mortgages, Deeds of Trust, or Convertible Notes

To purchase Notes with QTC, please log in to the client portal and go to the Investment Hub for more information.

Invest in LLCs, Joint Venture, Trusts, Corporations, or Private Stock

To invest in a privately held company with QTC, please log in to the client portal and go to the Investment Hub for more information.

Invest in Tax Liens, Mobile Homes, Auction Sales, Equipment Leases

To purchase assets with QTC, please log in to the client portal and go to the Investment Hub for more information.

Fair Market Valuation

Satisfy Annual FMV Requirement

To satisfy the annual FMV requirement, please log into the client portal and follow the FMV instructions. 
For Third Parties providing the updated value, the PDF can be found here and uploaded with supporting document via

Account Management

Add/Remove Interested Party Designation

Authorized Access, with unlimited read-only access
View PDF | Adobe Sign

Add Limited Power of Attorney

Authorized Access, with ability to manage assets including buy, sale, or authorize expenses. This form must be notarized.
View PDF

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Login to your account

Client Login

Log into your Client Portal to access all your SDIRA investments and account information. Upload new investments, manage old ones, and prepare for any upcoming deadlines online HERE.

Client Login

Solo 401K Account

Managing your Solo 401k is quick and simple. Click here to access your online dashboard to manage your 401k account and submit your investments.

Solo 401K Account
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