Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.

Attention Forge Trust customers. Forge Trust will be closed on Friday, July 4th, in observance of Independence Day. We will re-open on Monday, July 7th, at 8 AM Central.

URGENT UPDATE! Forge Trust Co. has moved! For our NEW UPDATED MAILING ADDRESS, visit our Contact Us Page

Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.

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Representative Online Account Access Request

For individuals or entities that have been designated as an authorized representative: You must complete this form to establish or manage online access to your clients’ accounts, and to change your Email Notification Service preferences.

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