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.
Don't miss the Dec 11th deadline for property taxes! Forge Trust needs your deposit to post by Dec 8th. Please send a wire, cashier check, or money order to avoid posting delays.
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.
Don't miss the Dec 11th deadline for property taxes! Forge Trust needs your deposit to post by Dec 8th. Please send a wire, cashier check, or money order to avoid posting delays.
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.
We’re moving!
Starting December 12th, Forge Trust will have a new physical AND mailing address. Our new addresses can be found here and is on all our forms. Please use this information when mailing anything to Forge Trust to avoid delays. Mail sent to our previous addresses will temporarily be forwarded.
Forge Trust has new Banking Information that can be found on our Delivery Information Page. Please notify any 3rd party making payments to your IRA (i.e. Issuers, Borrowers, Renters, etc.) of these new deposit instructions.