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 during the Thanksgiving Holiday on Thursday and Friday, November 28th and 29th. We will re-open on Monday, December 2nd, at 8 AM Central.

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 Reminder: 2024 RMDs must be submitted by the December 1st deadline to avoid delays!

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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 during the Thanksgiving Holiday on Thursday and Friday, November 28th and 29th. We will re-open on Monday, December 2nd, at 8 AM Central.

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 Reminder: 2024 RMDs must be submitted by the December 1st deadline to avoid delays!

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 during the Thanksgiving Holiday on Thursday and Friday, November 28th and 29th. We will re-open on Monday, December 2nd, at 8 AM Central.

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 Reminder: 2024 RMDs must be submitted by the December 1st deadline to avoid delays!

Contact Us

Please use the form below to let us know how we can assist you. Please indicate the appropriate category in the drop down menu so we can properly direct your inquiry. Files such as forms, documents and pdf’s can be uploaded along with your inquiry.

If you prefer to call us, you can reach us at:

Phone: (800) 248-8447

Our business hours:

Monday-Friday
8:00 AM - 7:00 PM CST

For a form to initiate a request, please visit our Forms section.

If you have a question, please visit our FAQ’s section.

To make a fee payment, please log in to your account.

If you’re looking to submit a valuation, please visit our Valuation Portal.

Headquarters

Forge Trust Co.
401 East 8th Street, Suite #222
Sioux Falls, SD 57103

Phone:(800) 248-8447
Fax:(605) 385-0050

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Acceptable file types (extensions) are: pdf, doc, docx, jpg, and png
Maximum file size: 12 MB
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To submit documents to Forge Trust for processing, use one of the following addresses dependent on method of delivery:

Operations Center

Forge Trust
PO Box 6850
San Mateo, CA 94403-6850

Express Delivery Address

Forge Trust
3050 S. Delaware Street, Ste. 202
San Mateo, CA 94403-2394

If you prefer to call us, you can reach us at:

Phone: (800) 248-8447

Our business hours:

Monday-Friday
8:00 AM - 7:00 PM CST

For a form to initiate a request, please visit our Forms section.

If you have a question, please visit our FAQ’s section.

To make a fee payment, please log in to your account.

If you’re looking to submit a valuation, please visit our Valuation Portal.

Headquarters

Forge Trust Co.
401 East 8th Street, Suite #222
Sioux Falls, SD 57103

Phone:(800) 248-8447
Fax:(605) 385-0050