NDTCO Client Portal

Self-directed investments made simple

Our world-class client portal makes it easy to access and manage your NDTCO self-directed account. 

OVERVIEW

Manage Your Account More Easily Than Ever

We are on a mission to modernize and digitize the self-directed investment experience, making managing your account simple and straightforward through our easy-to-use client portal. Benefits of using the NDTCO client portal include: 

  • Secure, simple messaging to allow you to send documents and communicate directly with NDTCO from your online account
  • One central display of your accounts’ positions, balances, and transactions
  • Pay NDTCO fees quickly online
  • Customizable transaction filters
  • For accounts that own real estate:
    • Free online bill pay
    • Renters and borrowers can pay rent directly into the owner’s account 

HOW IT WORKS

Investment streams, streamlined

To get started with the client portal,  please log-in with the username and password you created when you completed the new account online application.

 Your username is usually your email address, unless you manually changed it. If you have forgotten your username and/or password, go to the log-in page and click “Forgot Password.” You can also reach out to the NDTCO Client Relations team at 877-742-1270, ex 191 with any questions. 

After your initial log-in, you will be prompted to choose and answer five security questions, which will be used to secure your account from future unauthorized access. 

Take a tour of the NDTCO Client Portal

How to Log In

Learn how to easily and securely log into the NDTCO client portal. 

Pay Bills Online

If your IRA holds real estate, quickly and easily pay any vendors that provide services to the property. You can set up scheduled payments for your HOA and/or mortgage, or simply have your IRA make a one time payment. All payments can be sent via check or ACH.

Manage Your Profile

Update your profile to keep your personal account information up to date and designate your beneficiaries. 

Send a Secure Message

Send messages and documents to NDTCO securely and directly from your self-directed account. 

Transactions

View all cashflow for your account as you make investments or as those investments send back returns to your account. You can also view any pending transactions within your account, and use the specialty filters to find any exact transactions you are looking for.

Contributions and Distributions

Easily submit contributions and initiate distributions through the NDTCO client portal. 

Submit FMVs

Submit your Fair Market Valuations and supporting documentation easily through the client portal. 

Questions?

877-742-1270 x 191
education@ndtco.com