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  • Client Portal
  • Asset Valuation Portal

How can we help?

  1. Forge Trust Help Center
  2. Forms for Individual Investors
  3. Account Maintenance

Account Maintenance

  • Account Owner Information Change Form
  • Beneficiary Designation Form
  • Online Account Access Form
  • Name Change Form
  • Power of Attorney Form
  • Representative Authorization Form

Headquarters

  • 401 East 8th Street, Suite #222
  • Sioux Falls, SD 57103

Operations Center

  • PO Box 7080
  • San Carlos, CA 94070

Contact Us

  • Tel: (800) 248-8447
  • Email: info@ForgeTrust.com

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