Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.
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.
Phone: (800) 248-8447
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.
Forge Trust Co.
401 East 8th Street, Suite #222
Sioux Falls, SD 57103
Phone:(800) 248-8447
Fax:(605) 385-0050
To submit documents to Forge Trust for processing, use one of the following addresses dependent on method of delivery:
Forge Trust
PO Box 2048
San Francisco, CA 94126-2048
Forge Trust
4 Embarcadero Ctr, Floor 15
San Francisco, CA 94111-4106
Phone: (800) 248-8447
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.
Forge Trust Co.
401 East 8th Street, Suite #222
Sioux Falls, SD 57103
Phone:(800) 248-8447
Fax:(605) 385-0050