Online IRA Account Dashboard
Forge Trust Co. provides an online account dashboard that is a useful tool for staying informed and managing your account relationship.
You can access the login from several places on the Forge Trust Co. website, www.forgetrust.copm
Direct access is available at: account.forgetrust.com
Requesting Access
When your IRA account was initially established, an Internet Access Form should have been submitted. This form outlines terms of service and disclosures for online access. If your account does not have such access, you can find help with this form and process in the IRA Services Help Center
Login Reset
If you have internet access but have forgotten your password, you can request a reset from the login page or call Forge Trust Co. for assistance at 800-248-8447.
Best Practices
Since most activity with your self-directed Checkbook IRA takes place inside the IRA-owned LLC/trust entity, the IRA itself is not particularly active. You’ll only use the IRA to make new contributions, take distributions or transfer between this and another retirement plan.
Even so, this account likely represents a good amount of savings for your future retirement and should be regularly checked into for operational and security reasons – just like any other important financial account.
We recommend you login at least 1-2 times per year and:
- Confirm that your contact information is current
- Verify the account beneficiaries you have named on the account
- Check your cash balance and ensure it is over the minimum required amount
- Download quarterly account statements (usually available 7-10 days after the start of each quarter)
- Change your login password for security reasons periodically