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 and vendors that might provide services to the property. You can set up a scheduled payment 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 & 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?
Message us via client portal
or call us at 877-742-1270 x 191