Inspira is a leading provider of health, wealth, retirement, and benefits with more than 8 million accountholders and $63 billion in assets under custody. 

Self-directed IRAs (SDIRAs) and alternative assets are a core part of our business, giving our clients and accountholders top-notch service powered by decades of custody expertise. Learn more about Inspira self-directed IRAs

Inspira offers a broad range of services beyond SDIRAs, including access to other opportunities, such as 1031 exchanges. 

Continuing education on SDIRAs and investing topics is an important component of Inspira’s self-directed IRA business. Explore our learning materials  

Inspira became the successor custodian of your account on Tuesday, Sept. 3, 2024, as noted within the resignation letter mailed to each accountholder using the address on file.

Yes. As part of the transition of your account to Inspira, your custodial agreement with QTC will terminate, and a new custodial agreement with Inspira will govern your account. This new custodial agreement, and important disclosures if applicable, was included in the resignation letter you received regarding the transition and are also available to download here.

There are no additional fees associated with the transfer of your account to Inspira, and your current fee structure will not change at this time.

The transfer did not impact your investments or funds. All existing investments held under Quest have been maintained as they were, with no action needed on your part.

Assets were not retitled, but all assets purchased or transferred after the Sept. 3, 2024, transition date need to be titled in the name of Inspira Financial Trust, LLC as custodian.

Yes, you will use the Inspira platform to access and manage your account. You can login into your new client experience here.

Yes, as part of your account moving to Inspira, there are new banking delivery instructions for checks, ACHs, and wires. It is important that you update your records accordingly and communicate these changes to any third parties, such as tenants and borrowers, that make payments to your account. Please inform them of the updated instructions as soon as you can to ensure a smooth transition. Download Inspira Delivery Instructions.

Yes, your designated beneficiary as authorized on your account with QTC will continue to be honored by Inspira. Please closely review all beneficiary information and make updates, as necessary. To review your beneficiary, log in to your Inspira account online, and click on “Account Details” in the banner at the top of the page. For each account, you can click "Select Account” to see beneficiary information under “Related Parties.” To add or update the beneficiary information on any of your accounts, please complete and submit a “IRA beneficiary form” here.