For your convenience, 5498 Tax Forms are available online on the Client Portal. Also, if you need to make a fee payment, please use e-bill express. Thank you for your business.

Forge Trust

For your convenience, 5498 Tax Forms are available online on the Client Portal. Also, if you need to make a fee payment, please use e-bill express. Thank you for your business.

For your convenience, 5498 Tax Forms are available online on the Client Portal. Also, if you need to make a fee payment, please use e-bill express. Thank you for your business.

Invest In A Wide Range Of Assets With A Self-Directed IRA

Take Control Of Your Retirement Savings

A Forge Trust self-directed IRA lets you use tax-advantaged retirement dollars to make the most of investing for your future.

And with over 40 years experience, you can be confident that Forge Trust is the smart IRA custodian choice to handle your investments with the proper attention, diligence and care.

Make maximum use of retirement account tax benefits

Forge Trust expertise is valued by:

Individual Investors
Individual Investors

Pursue the retirement you envision

Sponsors/Issuers
Sponsors/Issuers

Source capital from retirement accounts

Advisors/Family Offices
Advisors/Family Offices

Help clients reach their goals

Investment Platforms
Investment Platforms

Access investable dollars

What sets Forge Trust apart?

Direct client service assistance from our experienced in-house staff
Direct client service assistance from our experienced in-house staff
Efficient and accurate transaction processing
Efficient and accurate transaction processing
Online access to all your accounts, 24 hours a day, 7 days a week
Online access to all your accounts, 24 hours a day, 7 days a week
Reasonable and competitive fees
Reasonable and competitive fees
A company you can trust in an industry it helped build
A company you can trust in an industry it helped build
High levels of information privacy and security
High levels of information privacy and security
$13 BN+
Assets Under Custody
1.3 M+
Accounts
40+
Years of Experience

Getting started is easy.

Open. Fund. Invest.

Open an Account

Have a question? Call us at (800) 248-8447.