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Terms & Conditions

This statement of Online Account Access Terms and Conditions contains the terms that govern your use of the Forge Trust Co. online site and services. By using the website or any other site owned and provided by Forge Trust Co., you explicitly agree to be bound by these terms and conditions.

Purpose of Site

Our purpose in providing this Internet website is to provide you, our account holder, with fast and efficient customer service support that is convenient for you to use. We provide this information for your use in a secure environment using several security methods to ensure as secure a site as possible while providing you with access.

Security of Information

Forge Trust has used the following security methods to make the site as secure as possible;

  1. Security Techniques
    In addition to the items above, security is further enhanced by the use of the industry standard SSL (Secure Sockets Layer) security method that encrypts your account information when it is transmitted over the Internet. It uses the highest degree of Internet security presently available.
  2. Your Unique ID
    You have been provided with a unique identification code with which to login into the website. The ID is also your account number and should not be provided to other parties or persons not authorized by you to have access to this site.
  3. Your Password
    You will be provided with a unique randomly generated password that will give you initial access to your eligible accounts. When you log on for the first time, you will be required to change your password. You will also be required to establish three personal questions and answers that you must answer should you lose your password and need to be issued a new password. Forge Trust staff DO NOT know your questions, answers, nor password.
  4. Access to your Accounts
    You must authorize Forge Trust to provide access to your eligible accounts by completing the Internet Access Request form and sending it to Forge Trust as described on the form.  You may remove your authorization by providing written instructions to that effect at Forge Trust, PO Box 7080, San Carlos, CA 94070, or by email to

    You may view your account information, including balances, transactions, tax information and investor profile at this website. You will generally be able to access your account information seven days a week, twenty-four hours per day. There may be times when the service is not available due to system maintenance or circumstances beyond our control. If you need information about your account at these times, call our customer service center at (800) 248-8447 during regular business hours.
  5. Liability
    Forge Trust Co. including their directors, officers, employees, agents and other related persons, are not liable for any losses or damages arising from your use of the website.

    This includes those instances where Forge Trust have exercised reasonable care, in instances where they do not have direct control or any situation which causes the website to be unavailable for any extended period of time.

    Further, the losses or damages may arise without limitation in connection with mechanical equipment failures, electronic equipment failures, communication systems interruptions/failures, data processing failures, unauthorized access to any facility including the Internet, operator errors, thefts, natural disasters, labor problems, war, military or governmental action or inaction, electronic systems not controlled by Forge Trust (such as the Internet or telephone lines).

    The use by you of electronic systems not controlled by Forge Trust, is solely at the user’s risk/liability. Forge Trust will not be responsible for the security of and the resulting losses from the transmission of data on any systems not controlled by them.
  6. Indemnification
    Except to the extent that we are liable under the terms of this agreement or any other agreement between you and Forge Trust, or any law applicable, you agree to hold us, our directors, officers, employees, agents and other related persons harmless from all losses, liability, demands, judgments, claims and expenses from your use of the website and the Internet services we provide. You provide the indemnification without regard as to whether our claim is against you or your authorized representative.
  7. Use of Third Parties
    Except as provided in applicable law, neither we nor our service providers or other agents and related persons shall be liable for any loss or liability from the failure of your equipment, your software or your access to the Internet provided by you , your Internet access provider or any other third party.
  8. Technical Support
    Forge Trust will provide support during the hours of 8:00 AM to 5:00 PM Pacific Time Monday through Friday excluding holidays.  You may call us at (800) 248-8447, or you may send an email to
  9. Other Terms

    Termination – Forge Trust Co. may terminate this agreement and/or your access to the Forge Trust Co.’s website in whole or in part at any time, unless otherwise required by law.

    Changes – We may change the terms of the Agreement from time to time and at any time. Such changes will be updated to this Agreement on the website within thirty (30) days of any change.

    Notifications – Unless required by applicable law, any notice we are required to provide to you in writing, may be provided to you, at our discretion, electronically to your current email address in our records.

    Governing Law – This agreement shall be governed by the laws of the State of South Dakota.

    Entire Agreement – This agreement, Internet Access Request, and any other disclosures or documents that we provide to you from time to time constitute the entire agreement and is the only agreement between you and Forge Trust regarding this service.