Your third quarter fees are now available to be paid online. If you prefer to continue having your fees automatically deducted from your account balance, no additional action is required on your part.

Coming Soon in your Forge Trust Customer Portal will be a new and improved valuation tool to make maintaining your Self-Directed IRA easier than ever.

Forge Trust will soon be improving the valuations experience with notification and guidance messages inside your customer portal on Forgetrust.com.

Submitting valuations will be a snap when you can upload required documents in our new Valuations Tab in your customer portal on Forgetust.com - coming soon.

We will be closed Monday, October 10th in observance of the Indigenous Peoples' Day holiday. We will re-open Tuesday, October 11th at 7 AM PST.

A notice to Forge Trust customers. The Forge Trust online bill pay site will be unavailable Saturday, October 15, from 5:00 a.m. to 1:00 p.m. Eastern Time.

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Your third quarter fees are now available to be paid online. If you prefer to continue having your fees automatically deducted from your account balance, no additional action is required on your part.

Coming Soon in your Forge Trust Customer Portal will be a new and improved valuation tool to make maintaining your Self-Directed IRA easier than ever.

Forge Trust will soon be improving the valuations experience with notification and guidance messages inside your customer portal on Forgetrust.com.

Submitting valuations will be a snap when you can upload required documents in our new Valuations Tab in your customer portal on Forgetust.com - coming soon.

We will be closed Monday, October 10th in observance of the Indigenous Peoples' Day holiday. We will re-open Tuesday, October 11th at 7 AM PST.

A notice to Forge Trust customers. The Forge Trust online bill pay site will be unavailable Saturday, October 15, from 5:00 a.m. to 1:00 p.m. Eastern Time.

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
7:00 AM - 5:00 PM PST

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 use e-bill express. 

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
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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 7080
San Carlos, CA 94070-7080

Express Delivery Address

Forge Trust
1160 Industrial Road, Suite 1
San Carlos, CA 94070-4128

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

Phone: (800) 248-8447

Our business hours:

Monday-Friday
7:00 AM - 5:00 PM PST

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 use e-bill express. 

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