Account Agreement & Disclosures

There are several different Account Agreement & Disclosure forms in this section, all used for the different types of accounts administered by Quest IRA. The 5305 Custodial Agreement & Disclosure form serves several purposes, such as: describes Quest’s relationship with First Trust Company of Onaga, outlines the rights of the client and the custodian, explains the 7 day hold period required by Quest IRA, etc. For any questions, feel free to contact one of IRA specialists for more information.

 

 

If you have any questions regarding the account opening process, please contact us!