Transition to Inspira Financial Trust from Quest Trust Company

[Aaron Fischer]

I was a relatively happy Quest Trust Company Gold Family client for over 10 years.  Now, my accounts are managed by Inspira Financial Trust. If you've been part of this migration from Quest to Inspira, how is going?  I know we all experienced a significant disruption at the initial transition, but it's now been almost 60 days.  Have you experienced any improvements in Inspira's service and response times? Is anything getting better? Is there anything they can do to keep you from transferring your assets to another custodian or is it already too late?  

[Sandra Morrison]

I have been Quest client for 6 years and this transition is beyond anything I have ever seen and my career was putting new systems in for companies.

I am trying to get a deal closed and can’t get a response. My borrower is irate as it has been 2 months. I have another deal and worried I won’t be able to execute so perhaps I will do it with my other SDIRA custodian to be sure it will close in a timely manner.