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

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.

Don’t forget to submit your 2023 distribution request by Dec 10. This ensures we can process it by Dec 29. You can submit it online, by mail, or by fax. Thank you for choosing Forge Trust.

Don't miss the Dec 11th deadline for property taxes! Forge Trust needs your deposit to post by Dec 8th.  Please send a wire, cashier check, or money order to avoid posting delays.

Forge Trust
Offerings
Customers
About
Learn
Forms
Contact
Client Log In
Client Portal Log In
Open an Account

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

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.

Don’t forget to submit your 2023 distribution request by Dec 10. This ensures we can process it by Dec 29. You can submit it online, by mail, or by fax. Thank you for choosing Forge Trust.

Don't miss the Dec 11th deadline for property taxes! Forge Trust needs your deposit to post by Dec 8th.  Please send a wire, cashier check, or money order to avoid posting 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

Looks good!
Please provide your first name.
Looks good!
Please provide your last name.
Looks good!
Please provide a valid email address.
Looks good!
Please select an option.
Acceptable file types (extensions) are: pdf, doc, docx, jpg, and png
Maximum file size: 12 MB
Please check the file type and size.

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

Important Notice:

We’re moving!

Starting December 12th, Forge Trust will have a new physical AND mailing address. Our new addresses can be found here and is on all our forms. Please use this information when mailing anything to Forge Trust to avoid delays. Mail sent to our previous addresses will temporarily be forwarded.

Forge Trust has new Banking Information that can be found on our Delivery Information Page. Please notify any 3rd party making payments to your IRA (i.e. Issuers, Borrowers, Renters, etc.) of these new deposit instructions.