Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.
Reminder: Visit our Contact Us and Forms pages for our updated address and deposit instructions for Tri-Counties Bank. Notify any third parties who make payments to your IRA of these changes.
Give the gift of investing and get rewarded! Spread the word to friends and family! When they open a Forge Trust account, you’ll both be eligible for a choice of a $100 Amazon or VISA gift card. Refer now.
Important Dates to Remember:
January 10th is the deadline for submission of valuations to reflect on 2024 states.
To pay property tax, funds must be sent as a wire or cashier's check to clear in time for the December 10th deadline.
Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.
Reminder: Visit our Contact Us and Forms pages for our updated address and deposit instructions for Tri-Counties Bank. Notify any third parties who make payments to your IRA of these changes.
Give the gift of investing and get rewarded! Spread the word to friends and family! When they open a Forge Trust account, you’ll both be eligible for a choice of a $100 Amazon or VISA gift card. Refer now.
Important Dates to Remember:
January 10th is the deadline for submission of valuations to reflect on 2024 states.
To pay property tax, funds must be sent as a wire or cashier's check to clear in time for the December 10th deadline.
Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.
Reminder: Visit our Contact Us and Forms pages for our updated address and deposit instructions for Tri-Counties Bank. Notify any third parties who make payments to your IRA of these changes.
Give the gift of investing and get rewarded! Spread the word to friends and family! When they open a Forge Trust account, you’ll both be eligible for a choice of a $100 Amazon or VISA gift card. Refer now.
Important Dates to Remember:
January 10th is the deadline for submission of valuations to reflect on 2024 states.
To pay property tax, funds must be sent as a wire or cashier's check to clear in time for the December 10th deadline.
Forge Trust is dedicated to serving you with exceptional and cost effective custody solutions.
Providing administrative and custody services to individuals, financial advisers and investment issuers for over 40 years gives us deep and valuable expertise in custody.
We handle a wide range of non-publicly traded investments including real estate, private stock, private equity, promissory notes, private placements, precious metals and more. Typically less regulated than publicly traded assets, we understand these assets and know how to navigate the operational complexities of investing in them.
We also specialize in helping individual investors use self-directed retirement accounts with the corresponding tax benefits to invest in alternative assets.
Investment issuers as well as online platforms and marketplaces choose us for our advanced technology and custom data integration solutions that provide their investors with a seamless client experience.
Our responsive, efficient staff and reasonable fees are the primary reasons individuals and their advisers come to us for their custody needs.
Formerly IRA Services Trust Co., we are now a subsidiary of Forge Global, the leading global private securities marketplace.
Forge Trust is a non-depository trust company chartered by the State of South Dakota and regulated by the South Dakota Division of Banking.
We welcome all types of investors looking for a trusted custodian partner. With over $13 billion in assets under custody, over 1.3 million accounts and decades of experience, you can be confident choosing Forge Trust for your custody needs.
For more information, contact us at [email protected].
For career opportunities at Forge Trust or Forge Global, please visit our careers section at https://forgeglobal.com/about/careers.
The IRS requires that your IRA have a custodian.
It is the custodian's responsibility to execute the investment decisions taken by the IRA owner and to ensure that all investment requests and account activities are conducted in accordance with the regulatory requirements set forth by the IRA.