Reminder: Please submit your annual investment valuation updates. Some updates can be completed directly through our Customer Portal.

Forge Trust will be closed November 27-28, in observance of the Thanksgiving Holiday. We will reopen on Monday, December 1, at 8:00 AM Central Time.

Reminder: Submit your 2025 Required Minimum Distribution (RMD) request by December 1, 2025, to avoid delays!

Reminder: Please submit your annual investment valuation updates. Some updates can be completed directly through our Customer Portal.

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Secure, Transparent and Compliant Custody

For Advisors and Family Offices

Looking to allocate some retirement dollars into non-publicly traded investments?

Tailored to advisors and their clients as well as family offices, Forge Trust provides administrative and custody services for a wide range of alternative assets in self-directed IRA accounts.

Work with retirement account specialists

Forge Trust offers self-directed Traditional, Roth, SEP and Simple IRAs that provide tax advantages for the assets held in these retirement accounts. We have decades of experience in retirement account rules and regulations and work with you to invest in alternatives while maintaining tax deferred or tax free growth.

Why Forge Trust is your best choice for custody

Enjoy powerful solutions and dedicated, personal service

Monitor your clients account activity with 24/7 online access

Competitive maintenance and transaction fees

Hassle-free streamlined process, automation and reporting

Vast knowledge of best practices and investment requirements

Fee Billing Service for investment providers and their investors

An extraordinarily wide variety of traditional asset classes

We partner with you to provide shared client data access and a seamless client experience

Ongoing high touch service ensures the highest level of satisfaction

Streamlined account opening and funding saves valuable time

You get direct access to your personal services team that serves as an extension of your "back office"

Why Forge Trust is your best choice for custody

Monitor your clients account activity with 24/7 online access

Competitive maintenance and transaction fees

Hassle-free streamlined process, automation and reporting

Vast knowledge of best practices and investment requirements

Fee Billing Service for investment providers and their investors

An extraordinarily wide variety of traditional asset classes

Enjoy powerful solutions and dedicated, personal service

We partner with you to provide shared client data access and a seamless client experience

Ongoing high touch service ensures the highest level of satisfaction

Streamlined account opening and funding saves valuable time

You get direct access to your personal services team that serves as an extension of your "back office"

Forge Trust takes the complexity out of custody

Alternative assets require greater expertise and propriety processes than publicly traded assets. With over 40 years experience we understand these types of investments, know how to navigate their operational complexities, and simplify custody for you.

Diversify retirement portfolios with a broad range of investment options

Working With Us

Start a conversation

Contact our Professional Services team at [email protected] to discuss your specific custody needs and how we can help.

Address requirements

Based on your needs and working together we will provide you with a proposal describing the various options available for addressing your requirements while creating the best possible client experience.

Ongoing dedicated service

Once onboard, you will be assigned a dedicated Account Manager from our Professional Services team who will act as your advocate to insure that agreed upon services and service level agreements are met and expectations exceeded.

Help your clients reach their goals.

Have a question? Contact us at [email protected]