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Referral Program

Unlock rewards by referring your friends and family to Quest!

Referral Program

You Earn, They Save!

Earn $25 for Each Friend Who Opens A Self-Directed Account at Quest

You can earn account credits for referring your friends and family to set up their account with Quest.  Our Self-Directed IRA investor community thrives on connections, and we are rewarding you for your network with our great referral program! 

When you refer us to someone who establishes their account with us, you will receive a $25 account credit.  The more you refer, the more you earn!  You can refer an unlimited number of people and keep earning account credits to cover your Quest administrative fees.  Plus, the person who you referred to us will also receive a $25 account credit to their new Quest account.

Referral

Talk to your Quest IRA Specialist about how you can start referring people to take control of their retirement and establish an account with us today.

Questions on the Referral Program?

Submit the form and a member of our team will be in touch in 24-48 business hours.





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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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