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Open a Traditional, Roth, SEP, or SIMPLE IRA online at https://app.forgetrust.com/create-account, or use these forms to open a new account.
Fund your account by requesting a transfer of cash and/or assets into your account or notify us of an incoming cash deposit.
Capitalize is not affiliated with Forge Trust Co. (“FTC”) but is a service provider to FTC. If you utilize the services provided by Capitalize, you will be required to agree to certain terms, conditions, policies and/or agreements of Capitalize. You should review these carefully, including with respect to Capitalize’s privacy and data gathering practices. Any rollover services provided are provided to you by Capitalize and will occur through Capitalize’s website or other interface or platform, and FTC will have no responsibility whatsoever in relation to such services, which are exclusively between you and Capitalize. FTC is not making a recommendation or endorsement of any such services or Capitalize and is not providing tax, investment or legal advice in connection therewith.
Update your personal and/or account information (e.g. address change or beneficiary designation) or authorize a 3rd party to access your account.
Invest in Private Equity (Private Stock, Private Funds, REITs) and manage your investment (e.g. provide an issuer/sponsor valuation or request a liquidation).
Invest in and manage a Single-Member or Family-Controlled LLC held in your IRA, including providing an annual valuation.
Purchase and manage property in your IRA, including any property-related expenses.
Lend money from your IRA through a Promissory Note and manage your investment (e.g. modify terms or notify us of a payoff).
Purchase and manage investments in Precious Metals, including authorizing storage with a 3rd party depository.
Miscellaneous forms related to making and managing additional types of investments, including Publicly Traded assets (e.g. Mutual Funds, Public Stocks, and Bonds).
Request a distribution of cash and/or assets from your IRA, including satisfying your required minimum distribution (RMD).
Important disclosures governing your account, including the fee schedule and privacy notice.