Harbour Trust & Investment Management Company

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Online Delivery of Tax Forms

New for the 2025 tax year, we are pleased to offer online delivery of tax forms. Once complete, your tax forms will be accessible online via the Doc Center under Tax Documents.

We encourage you to download your tax forms to your personal device for future reference and your personal record keeping.

Here are the dates we anticipate specific tax forms to be available:

  • 1099-R: 1/20
  • 1099-DIOB: 2/17
  • 5498: 5/20

If your forms are not available by the date(s) listed above, please call our office at 219-877-3500.

Welcome to our improved Harbour Trust Client Access Portal!

For support, please contact your Administrator at 219-877-3500.

We have enabled 2-Factor-Authentication on our Client Access systems.
Instructions for set-up can be found on:https://harbourtrust.com/account-access/

Please call your Trust Officer with any questions. Thank you!
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