Forge Trust

Over $11 billion of assets under custody

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You are here: Home / Why Forge Trust?

Why Forge Trust?

Forge Trust Company, a subsidiary of Forge Global, is a non-depository trust company chartered by the State of South Dakota and regulated by the South Dakota Division of Banking.

For over 35 years we have provided administrative and custody services to 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.

Over the past 5 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.

Our responsive, experienced and efficient staff and reasonable fees are the primary reasons our clients and their advisers choose Forge Trust for their custody needs.

We want you to know that we are dedicated to providing our clients and business partners with exceptional and cost-effective custody services finely tuned to their specific needs.

Thank you for choosing Forge Trust.

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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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