All of our Quest Trust offices (Houston, Dallas and Austin) are still working to ensure safety by having semi-open offices available, accessible to clients and non-clients, and all of our online systems in place. Although we are currently running with some staff in office and some staff at home, we remain open for scheduled appointments and document drop off/pick-up. Our employees are ready to continue providing you the highest level of customer service and we thank you for being patient with us during this transition time. Click here for more information and important updates.
Dallas Office
14860 Montfort Dr. Suite 209
Dallas, TX 75254
Toll Free 800.320.5950
Fax: 972.314.9589
www.QuestIRA.com
I have an IRA at a bank that I set up myself. Can these be rolled over to an account at Quest?
If so, can monthly contributions be setup automatically?
If I need some money; will I be able to borrow from my account or will I have to just make withdrawals?
I’ll be attending this private money lending class on May 31st.