Quest Trust CompanySubmit Your Success Stories

Submit Your Success Stories

We want to hear self directed success stories from our customers!

Inspiration

What is your greatest win with a self directed plan?
How long have you been “Self Directing” your IRA?
What resources have been most helpful to learning the ropes?

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Elite Multifamily Summit: SDIRAs and Syndications
Join us for the highly anticipated Elite Multifamily Summit: SDIRAs and Syndications coming August 12, 2023 in Dallas. This one-day summit is your ultimate resource for multifamily investing. No matter your level of experience, we’ve got you covered. Delve into the fundamentals of apartment investing or elevate your expertise with cutting-edge strategies. Expand your network of potential […]
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Earn up to $500 in account credits
Starting in April, Quest is putting money back in your pocket when you move money into your account. Transfer funds from an IRA elsewhere or rollover funds from a previous employer plan and you’ll earn a credit to your Self-Directed IRA based upon the amount moved. The more money you move, the more you make! […]
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Lunch & Learns
Browse all of our upcoming events here! The only thing better than free education & deal pitching is free lunch, too, and you can get it all at this Lunch & Learn. At Quest Trust Company, we believe to truly take control, you should invest in what you know best! So, what do you do […]
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SDIRA Saturday Webinar
Browse all of our upcoming events here! At Quest Trust Company, we believe to truly take control, you should invest in what you know best! So, what do you do if you want to invest in a private asset, but you don’t feel like you know enough? You learn, of course! Make sure to join […]
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#NationalNetworking Virtual Happy Hour
Browse all of our upcoming events here! Get ready for NATIONAL NETWORKING We want to invite you to grab a drink and come network with us at our Virtual Networking Happy Hour! Share your deals and services with new faces from across the nation every 4th Wednesday of the month! No matter what you’re interested […]
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The SDIRA Social
Browse all of our upcoming events here! Tapping into TRILLIONS of dollars’ worth of investment capital for your real estate deals is easier than you think. All it takes is the right conversation, and you could potentially unlock unlimited capital for your deals. If you’re looking for ways to increase your net worth by improving […]
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Our transition from Bancorp South Bank to Frost Bank
We expect this transition to be smooth and easy, requiring almost no changes on the client end! There are no new systems to learn nor any account changes to make. The only update to be aware of is the new Incoming Funds Instructions. The old instructions for Bancorp South will no longer be applicable or […]
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Fast & Easy Investing with QTC Investment Hub!
With this feature, you can now submit investments directly through the client portal and track your investments in real time!
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It Pays to Have Friends!
Start raking in the rewards for the services you love. Refer a friend to Quest and receive a credit towards your account! How to Begin Earning Credits: 1. Visit OUR REFERRAL PROGRAM PAGE, and enter your name, your friends email and their phone number in the referral box! 2. Your friend will then receive […]
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Office Closed: Memorial Day
In observance of Memorial Day, our offices are closed to the public on Monday, May 29th. We will reopen on Tuesday, May 30th during normal business hours from 8:30AM to 5:30PM.
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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.