Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.
Forge Trust will be closed on Christmas Day, Wednesday, December 25th. We will re-open on Thursday, December 26th, at 8 AM Central.
Important Dates to Remember:
January 10th is the deadline for submission of valuations to reflect on 2024 statements.
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.
Please enter your name and email to begin the signing process.
