While completing the onboarding process, you will be asked to designate who will own your investment account. For trust accounts, please select “a US trust of which I'm a trustee." Your Arta app will guide you through the rest!
Please note that if you have an existing account with Arta as an individual or joint owner, you’ll need to use a different email address when setting up your Trust account. If need help transferring your existing assets from another account type to your trust account, please let us know.
Please email us at membership@artafinance.com with any questions. We're here to help!