Forge Trust

The Role Of An IRA Custodian

What we do for you as your IRA custodian

The IRS requires that your IRA have a custodian. It is the custodian’s responsibility to execute the investment decisions taken by the IRA owner and to ensure that all investment requests and account activities are conducted in accordance with the regulatory requirements set forth by the IRA.

Self-directed IRAs require a specialized custodian because they allow for investments beyond publicly traded assets like stocks, bonds and funds. All self-directed IRA custodians are legally prohibited from offering investment advice or recommendations to their customers.

Forge Trust Co. is a non-depository trust company that custodies and administers alternative investments in self-directed IRAs to preserve their tax-advantaged status.

Forge Trust provides you with the control to select and direct your own IRA investments. With our custodial services and your self-directed IRA, you can decide how your money is invested, either through alternative assets, traditional assets, or a combination of the two.

It is our job to facilitate your financial decisions by enabling you to perform the transactions you wish to make. As your account custodian we will help you with many of the logistical aspects of managing your account such as facilitating paperwork and handling administrative duties.

We are experienced in retirement account rules and regulations and work with you to invest in the alternative of your choice while maintaining tax deferred or tax free growth.

We provide individuals and financial partners with secure, transparent and compliant custody for a wide range of assets

For over 40 years we have served individuals, financial advisers and investment issuers for IRA funded investments in real estate, private stock, private equity, promissory notes, private placements, precious metals and online platform and marketplace offerings.

In recent years, investment issuers, online platforms and marketplaces have chosen our advanced technology to seamlessly integrate with Forge Trust’s custody platform to provide their investors with the optimum client experience.

Alternative assets require greater expertise and propriety processes than publicly traded assets. We understand these types of investments and know how to navigate their operational complexities so you can be confident your retirement investment is handled with the proper diligence and care.

Your Trusted Custody Partner

Forge Trust is committed to custody
  • Over $13 billion in assets under custody
  • Over 1.3 million accounts
  • Over 40 years of experience in custody administration and the regulatory environment.
  • Chartered by the State of South Dakota
  • Regulated by the South Dakota Banking Commission
  • A wholly owned subsidiary of Forge Global
Forge Trust has the track record and deep expertise to serve all your custody needs.

Getting started is easy.

Open. Fund. Invest.

Open an Account

Have a question? Call us at (800) 248-8447.