Custodian Compatibility
We work with any SDIRA custodian
Our reports are structured to support the annual fair market value reporting workflows used by self-directed IRA custodians and administrators. The list below highlights firms we routinely engage with.
Equity Trust
IRA Services Trust
Madison Trust
Quest Trust
Kingdom Trust
Pacific Premier Trust
Millennium Trust
STRATA Trust
Mainstar Trust
Forge Trust
Inspira Financial
uDirect IRA
Don't see yours? We work with any custodian or administrator — reports are tailored to the documentation and FMV reporting format your custodian requests.
Ready when you are
Request an independent FMV report
Start with a brief intake. Our team will follow up with engagement terms, a document checklist, and a clear timeline for your professionally reviewed report.