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Major League Investing
Quest Trust Company is taking you out to the ballgame at our first major in-person event of the year! This spring, 4 investing experts will compete at a special Lunch & Learn to see who has the best game when it comes to building wealth with retirement accounts. Each speaker will share a Self-Directed IRA […]
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Quest Expo
Quest Expo is Back! In the fast-paced investment industry, timing is everything and by attending the largest Self-Directed IRA conference in the Nation, you’ll be on the cutting edge! Attendees can experience fresh takes on proven real estate concepts, with plenty of the Quest flare you know and love. The weekend will be filled […]
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Latest Updates – Revisions to the Proposed Reconciliation Bill Bring New Information
Important news regarding the proposed bill has been released. Provisions Affecting Only Affecting High-Income Taxpayers With Large Account Balances: Taxpayers fall into this category if they meet two tests – they must have BOTH aggregate vested balances in the combined total of all retirement accounts (including 401(k)s, 403(b)s, etc.) of over $10,000,000 and have modified […]
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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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We Want to Hear from You!
Since opening our doors in 2003, we have made it our mission to provide the highest quality of customer service to our clients. At Quest Trust Company, you -the client -come first and we welcome the opportunity to continue to improve your overall experience. We are constantly looking for new ways to make your client […]
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Introducing our new QTC Investment Hub!
With this new 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 refer.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 […]
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The SDIRA Social
Browse all of our upcoming events here! Our in-person socials are BACK! Don’t miss the chance to get back in the game with our monthly networking socials in our Houston, Austin, and Dallas offices. Tapping into TRILLIONS of dollars’ worth of investment capital for your real estate deals is easier than you think. All it […]
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Virtual Classes + Networking
Check out our full class schedule here! Our weekly Quest webinars give you access to unlimited free education! Get the knowledge to help grow your retirement at one of our weekly classes on Tuesdays and Saturdays at 12PM CT! And don’t miss our Virtual Networking Happy Hours the 4th Wednesday of every month – you […]
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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.