You Earn, They Save!

At Quest, it pays to have friends – literally! Whether you’re a client who is sharing the benefits of Self-Directed IRAs with others or you’re an investing professional looking for ways to help your financial network, our Client Referral Program will be sure to help everyone succeed.

Use coupon code: REFERRAL

Also, make sure you include name of the individual who referred you in the "How did you hear about us" section of the Account Application to get your rewards!

We know how powerful a trusted referral can be. As a thank you for referring a friend to open their new Self-Directed IRA, not only will you receive a $50 credit to your Quest account… they will, too! These credits can be used towards any Quest fee! And with our Client Referral Program, there is no limit to how many friends you can refer! Keep earning free credits by referring your friends to Quest Trust!

Here's How it Works: 


Share the benefits of Self-Directed IRAs with your Network and Refer Your Friends to Quest


They open an account, and you both earn a free $25 credit


Refer more & earn credits for every additional client you send to Quest!

There is no limit to the amount of people you refer, so start spreading the word today!


Contact a Certified IRA Specialist today to discover how our expert staff can ease the administrative burden and help you to make the investment that is right for you.