Forge Trust

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You are here: Home / Equity Crowdfunding

Investing in Startups with Your Self-Directed IRA

Crowdfunding platforms provide a new way for individuals to find, evaluate and purchase equity in private companies. In addition, companies seeking capital are turning to crowdfunding platforms for their fundraising needs, creating a vast pool of potential investment opportunities.

Fledgling tech companies and new startups are usually looking for investors like you to help finance their efforts. With a Forge Trust self-directed retirement account, we make it easy to get the process started.

IRA-Services-Equity-Crowdfunding

How It Works

Getting Started

Private equity investors turn to equity crowdfunding platforms to vet new startups. These types of platforms act as intermediaries between investors and private companies and startups.

The Process

Once you have found the investment you are looking for, Forge Trust will oversee the execution of the investment to document that you are using qualified retirement funds to place the investment. Once the funds have been invested into the Crowdfunding company you will have control over how the funds are further used so you can fund the loans you want to participate in.

The Benefits

Forge Trust Company is here to work for you. We believe there is always a better and easier way to invest and we have delivered the complete investment experience through our new self-directed IRA management portal.

Why Forge Trust Company?

Create, Manage, and Update all your equity crowdfunding investments in once place
Monitor your account activity with 24/7 online access
Competitive maintenance and transaction fees
Hassle-free streamlined process, automation, and reporting
Vast knowledge base of best practices and investment requirements
Increases access to a wide variety of alternative assets such as equity crowdfunding

What are the alternative assets Forge Trust Company Allows?


Real Estate


Promissory Notes


Private Equity


Managed Futures


Precious Metals

 

Your Retirement Account Your Way™
More Choices. More Control. More Flexibility.

Open An Account

 

Have a question? Call us at (800) 248-8447. Or if you prefer, email us at info@ForgeTrust.com

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  • Invest In Equity Crowdfunding?

Contact Us

Forge Trust
PO Box 7080
San Carlos, CA 94070-7080

(800) 248-8447
(605) 385-0050
info@ForgeTrust.com
CCPA Requests

IRA Services, Inc., Retirement Planning Service, San Carlos, CA

FORGE TRUST AND FORGE TRUST COMPANY AND THEIR REPRESENTATIVES IS NOT A FIDUCIARY UNDER ERISA AND DO NOT OFFER TAX OR LEGAL ADVICE. DO NOT PROVIDE INVESTMENT ADVICE, DO NOT SELL INVESTMENTS, DO NOT EVALUATE, RECOMMEND, OR ENDORSE ANY ADVISORY FIRM OR INVESTMENTS. INVESTMENTS ARE NOT FDIC INSURED AND ARE SUBJECT TO RISK, INCLUDING THE LOSS OF PRINCIPAL. CLIENTS ARE ADVISED TO PERFORM OR FACILITATE THEIR OWN DUE DILIGENCE WHEN INVESTING. THE INFORMATION CONTAINED HEREIN DOES NOT CONSTITUTE LEGAL OR TAX ADVICE AND SHOULD NOT BE CONSTRUED TO APPLY TO ANY INDIVIDUAL PERSON OR SITUATION. EACH PERSON SHOULD CONSULT WITH HIS OR HER OWN PERSONAL TAX ADVISOR, FINANCIAL PLANNER, ATTORNEY OR ACCOUNTANT WITH RESPECT TO SUCH INDIVIDUAL'S SPECIFIC SITUATION AND SHOULD NOT RELY UPON THIS INFORMATION WITHOUT SUCH CONSULTATION.

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