For your convenience, 5498 Tax Forms are available online on the Client Portal. Also, if you need to make a fee payment, please use e-bill express. Thank you for your business.

Forge Trust

For your convenience, 5498 Tax Forms are available online on the Client Portal. Also, if you need to make a fee payment, please use e-bill express. Thank you for your business.

For your convenience, 5498 Tax Forms are available online on the Client Portal. Also, if you need to make a fee payment, please use e-bill express. Thank you for your business.

Access A Large And Growing Pool Of Investable Dollars

Custom Custody Solutions For Investment Platforms

Partner with specialists in retirement account custody and service

Much of today’s wealth can be found in individual retirement accounts captured in traditional portfolios. Unlocking alternative options for these investors is our core mission. Working with innovative investment platforms allows us to fulfill our role in building the future of money, investments and retirement.

Our expertise is in retail custody rules and regulations. Investors turn to us for self-directed IRAs that offer tax advantages for the non-traditional assets held in this account such as:

  • Private equity and debt
  • Peer-to-Peer Lending
  • Real Estate
  • Crowdfunding
  • Precious metals
  • And more

Tailor your unique customer journey with our powerful, tech-first solutions

As your custody partner, we will help plan and execute on the right client journey for your audience. You can own the client experience while we provide the level of administrative integration and customization you’re looking for including:

  • APIs that enable development of a custom client experience (MicroSoft Azure-based)
  • Plug & Play build options that can get us moving quickly
  • Streamlined account opening and funding which saves processing time
  • Seamless ongoing data sharing with a direct data connection to our custody platform
  • Joint investor relations training to ensure best possible coverage
  • Assigned technical account manager
  • Sharing of best practices

Enjoy knowledgeable and dedicated service

A diverse and deep skillset contributes to your dedicated Institutional Services team’s expertise. Driven by our solution oriented management team, we collaborate with you to customize our service solution to match your needs.

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.

Have a question

Contact us at [email protected]