Support Hub: Checkbook IRA with Forge Trust Co.
(Formerly IRA Services Trust Co.)
This page is an index of support topics for Checkbook IRA plans with Forge Trust Co. (FTC) as custodian.
Safeguard Advisors utilized IRA Services Trust Co. as custodian for plans created between 2005 and 2015.
Effective August 2020, IRA Services Trust Co. has been acquired and rebranded to Forge Trust Co.
General Topics
The Role of Forge Trust Co. as IRA Custodian
Checkbook IRA LLC Instructional Guide
Checkbook IRA Trust Instructional Guide
Maintenance Topics
Annual Administrative Checklist
Funding Transactions
Adding Funds to your Checkbook IRA
Taking Distributions from your Checkbook IRA
Specialty Topics
Upgrade from Forge Trust as IRA Custodian
Support Contacts
For question about IRA account maintenance or to check on the status of an IRA-level transaction in-process please contact Forge Trust Co. directly.
800-248-8447
Monday – Friday; 8:00am – 5:00pm Pacific time
For general operational questions, or questions specific to investment transactions you intend to make within your Checkbook IRA, please contact Safeguard Advisors.
Please email [email protected] to initiate requests. Most questions are asked frequently and we can generally provide a detailed written response promptly. If your question requires, we will have the correct resource on our team reach out to you personally.
For matters that require explanation please Schedule a Support Callback.