What is the NDTCO Client Portal?
Available 24/7, the Client Portal is your one-stop shop that makes it easier than ever to manage your self-directed accounts and ensure that your investments are optimized to help you achieve your unique financial goals. All of the information we need to help you open your account and you need to manage it on an ongoing basis can be found in the Client Portal.
Once you are logged in, you can:
- Send secure messages and account-related documents directly to NDTCO
- Review your account balances
- Analyze performance on certain investments
- Generate on-demand statements
- Pay your account fees and investment-related bills
- Manage your profile, contact, and beneficiary information
- Optimize and invest in new alternative assets
Setting Up or Restoring Access
If you don’t remember your Username and/or password or have never logged in, you may need to “Set Up Online Access.”
Once we have confirmed your identity and linked it back to an NDTCO account, we will ask you to establish some security questions and answers.
You will then have the opportunity to retrieve or update your Username and password.
A PIN will be texted to a phone number to verify your request, so the number added must be able to receive text messages. If you do not have a number that can receive text messages, you will need to call us at 877-742-1270, ex 191.
Frequently Accessed Questions
If you fail to login 5 times, your account will be locked for 15 minutes. After 15 minutes, you should be able to try again.
If you fail your security questions 3 times, your account is locked to protect your personal information and assets and will need to be unlocked. Please call our Client Relations Team at 877-742-1270, ex 191 for further assistance.
NDTCO is unable to deliver PINs to landlines, so please try again to your mobile device.
We may have outdated phone numbers on file for you. Please call our Client Relations Team at 877-742-1270, ex 191 for further assistance.
Sometimes our system will create a separate record for a second account. Please send us a message from the Client Portal, and we will merge the two records for you under one log-in!
- One lower case letter
- One upper case letter
- One number
- One special character (! @ ^ % or a space)
- Minimum 8 character in length (20 characters max)
You may need to clear your browser’s cache or try logging in with an Incognito browser.
Review the instructions at the bottom of the email and copy the URL from the email and paste it directly into the browser address window instead of clicking the link.
Your email may be blocking us from delivering it – please add email@example.com to your safe senders list and try again.
If you still do not receive it, we may have an outdated email address on file. Please call our Client Relations Team at 877-742-1270, ex 191 for further assistance.
Of course! Our Client Relations team is always available to assist you at 877-742-1270. ex 191.