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Innovative Investment Technology

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Online Collaboration Portal

myDirectionProTM serves as a powerful and convenient management tool for you and your New Direction Trust Company clients.

  • Monitor account information for each account holder
  • View aggregated data for all of your New Direction Trust Company clients
  • Upload new asset offerings
  • Download education/marketing whitepapers and videos with your branding
  • Access New Direction Trust Company transaction paperwork
  • Send secure messages to your dedicated B2B manager

for Asset Providers & Advisors

At New Direction Trust Company, we have created a suite of innovative investment technology to make IRA investing easy for the investor, their advisor, and the asset provider. Our proprietary sponsor portal, myDirectionProTM, provides a single location for investment providers and advisors to manage their IRA investors.

As an Investment Provider:

  • Offer your investment to IRA holders
  • Seamless integration with your website
  • Load new IRA investment offerings online
  • Utilize free IRA marketing support

As an Advisor:

  • Expand your clients' IRA
  • Track clients' IRAs from one login
  • Keep alternative assets under management
  • Access our deep self-directed IRA expertise
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We Offer B2B Services

At New Direction Trust Company, we offer a full spectrum of collaboration services that foster IRA transactions today and integrate with your business model and technology for the long run. Our IRA solutions are no cost to you, but can create a significant increase in your business. Working with IRA customers not only brings new business, but it is a proven way to enhance business with your existing customers.

  • Custom online applications
  • Paperless transactions
  • E-signatures for account and transaction funding
  • Email notifications and/or spreadsheets
  • Dedicated client and sponsor representatives
  • IRA marketing support


 877.742.1270 x155