Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Share

          Find a Location

          Forge Trust has 2 locations, listed below.

          *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

            Please enter a valid location.

            • Forge Trust

              3050 S Delaware St Ste 202 San Mateo, CA 94403-2394

              BBB Accredited Business

            • Forge Trust

              PO Box 6850 San Mateo, CA 94403-6850

              BBB Accredited Business

            Business ProfileForge Trust

            Retirement Planning Services
            Multi Location Business
            BBB accredited business

            Contact Information

            3050 S Delaware St Ste 202

            San Mateo, CA 94403-2394

            Visit Website
            (800) 248-8447

            Business hours

            8:00 AM - 7:00 PM
            Business Hours
            8:00 AM - 7:00 PM
            8:00 AM - 7:00 PM
            8:00 AM - 7:00 PM
            8:00 AM - 7:00 PM
            8:00 AM - 7:00 PM

            Customer Reviews

            2.7/5

            Average of 37 Customer Reviews

            Read ReviewsStart a Review

            Customer Complaints

            19 complaints closed in last 3 years

            8 complaints closed in last 12 months

            Read ComplaintsFile a Complaint

            BBB Rating & Accreditation

            BBB accredited businessA+

            Accredited Since: 11/13/2008

            Years in Business: 54

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

            Related Categories

            Overview

            Forge Trust offers self-directed IRA custodial, administrative, and trustee services for investors, asset sponsors, financial institutions, and financial advisors..

            Products & Services

            IRA Services enables investors to use their retirement account funds to invest in real estate, private equity and other non-exchange traded assets. These can include startups and emerging technology companies, hedge funds, venture funds, and more.

            Business Details

            This is a multi-location business.

            Find a Location

            Forge Trust has 2 locations, listed below.

            *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

              Please enter a valid location.

              • Forge Trust

                3050 S Delaware St Ste 202 San Mateo, CA 94403-2394

                BBB Accredited Business

              • Forge Trust

                PO Box 6850 San Mateo, CA 94403-6850

                BBB Accredited Business
              Location of This Business
              3050 S Delaware St Ste 202, San Mateo, CA 94403-2394
              BBB File Opened:
              9/30/2008
              Years in Business:
              54
              Business Started:
              12/22/1969
              Business Started Locally:
              12/22/1969
              Business Incorporated:
              12/22/1969
              Accredited Since:
              11/13/2008
              Type of Entity:
              Corporation
              Number of Employees:
              130
              Alternate Business Name
              • Forge Services, Inc.
              Hours of Operation

              Primary

              M:
              8:00 AM - 7:00 PM
              T:
              8:00 AM - 7:00 PM
              W:
              8:00 AM - 7:00 PM
              Th:
              8:00 AM - 7:00 PM
              F:
              8:00 AM - 7:00 PM
              Contact Information

              Customer Contact

              • Mr. Jim Benham, Director of Compliance
              Additional Contact Information

              Fax Numbers

              • (605) 385-0050
                Primary Fax

              Phone Numbers

              Read More Business Details and See Alerts

              Customer Complaints

              19 Customer Complaints

              Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

              File a Complaint

              Most Recent Customer Complaint

              03/23/2024

              Complaint Type:
              Product Issues
              Status:
              Answered
              I liquidated my assets in 2022 and Forge Trust submitted the documents that I needed to file with IRS showing the liquidation of my assets. I have paid the taxes on the liquidation based on the paperwork submitted by Forge Trust to the IRS.Forge Trust is claiming the assets have not been liquidated and I owe them money for managing assets that no longer exist based on the paper work they filed. However, they claim they were not liquidated on their side. Someone screwed up at Forge Trust and they are fraudulently trying to charge me.They are a very dysfunctional operation and should be shut down.They claim I owe $490. I expect them to close my account and reverse the charges
              Read More
              Read 18 More Complaints

              Customer Reviews

              37 Customer Reviews

              What do you think? Share your review.

              How BBB Processes Complaints and Reviews

              Start a Review

              Most Recent Customer Review

              Maryjo H

              03/30/2024

              ********************* spent a couple of hours helping me unravel the complexities of my *************** valuation. She walked me thru the steps and stayed on the phone with me until I was able to push submit! The price structure of this company for managing as a custodian for our *************** is astronomical in comparison to other self-directed services we are researching. I would give Forge Trust a 2-star rating on that.
              Read 36 More Customer Reviews

              Local BBB

              BBB serving the San Francisco Bay Area and Northern Coastal California

              More Info on Local BBB

              BBB Reports On

              BBB reports on known marketplace practices.

              See What BBB Reports On

              BBB Business Profiles may not be reproduced for sales or promotional purposes.

              BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

              When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

              BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

              As a matter of policy, BBB does not endorse any product, service or business.