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.

About Forge Trust

Why Forge Trust?

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 understand alternative investments

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.

We serve a broad base of clients

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.

Committed to custody

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 Role Of An IRA Custodian

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.