Your Forge Trust Customer Portal has a new and improved valuation tool to make maintaining your Self-Directed IRA easier than ever.

Forge Trust has improved the valuations experience with notification and guidance message inside your customer portal on Forgetrust.com.

Outstanding fees can be paid with your debit/credit card in our online payment portal.

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.

Forge Trust has a new Physical and Mailing address which can be located on our Contact Us Page or our Delivery Information Form.

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Your Forge Trust Customer Portal has a new and improved valuation tool to make maintaining your Self-Directed IRA easier than ever.

Forge Trust has improved the valuations experience with notification and guidance message inside your customer portal on Forgetrust.com.

Outstanding fees can be paid with your debit/credit card in our online payment portal.

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.

Forge Trust has a new Physical and Mailing address which can be located on our Contact Us Page or our Delivery Information Form.

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
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
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

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.