News #3

News #3

NDTCO logo
Login

GETTING STARTED

Take a controlling interest in your future

Congratulations, you’re about to add some spice to your pie chart — diversifying your portfolio, protecting yourself from stock market volatility, and enjoying the freedom to invest in what you know.

Below is a brief overview of the NDTCO process, from account opening to ongoing account management.

NDTCO Client Portal login on various devices

Slide

What to Expect

Opening a NDTCO account requires information that will allow us to verify your identity, per the USA Patriot Act. Typically, we will need basic information like your full legal name, permanent mailing address, date of birth, and Social Security number. Occasionally, we may be required to verify your identity via an uploaded copy of your driver’s license or state-issued ID.

You will also be asked for information related to your self-directed account and/or alternative investment. Please have the following information available as well:

What You’ll Need

  • Your name, address, and date of birth
  • Type of account you want to open (Traditional IRA, Roth IRA, Solo 401(k), etc.)
  • Investment type (Real Estate, Private Equity, Precious Metals)
  • Credit card number
  • Mobile phone number (for account security)
  • We may ask to see your driver's license or other identifying documents
  • Current account statement if you are transferring or rolling over funds from another financial custodian
  • Name and Social Security Numbers for your designated beneficiaries

STEP 1

Open Your Account

Choose the account that’s right for you, and complete your online application in 15 minutes or less.

OPEN ACCOUNT

STEP 2

Fund Your Account

Prepare your self-directed account for launch by financing your account via contribution, transfer, or rollover. 

STEP 3

Choose Your Investment(s)

Identify the people, places, or things you want to invest in, and we’ll help you coordinate and complete the transaction.

STEP 4

Manage Your Account

Manage your portfolio, and watch it grow online, day or night.

OPEN ACCOUNT

TROUBLESHOOTING

Frequently Accessed Questions

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

Head to https://portal.ndtco.com/open-account to get started.

  • NDTCO is required to verify the identity of all account holders per the Patriot Act. Typically, we just need some basic information like your name, address, date of birth and Social Security Number. Occasionally additional information is necessary, so we recommend having the following on-hand as you fill out the application:
    • Drivers License or other State Issued ID
    • A current account statement
    • Beneficiary Information
    • Your mobile phone for PIN verification
    • A credit card for fees
  •  
  • If you are opening a(n) SEP IRA, SIMPLE IRA, Inherited IRA, Individual(k), or a Coverdell/ESA, we will need additional information:

Go to https://portal.ndtco.com/open-account and say YES! when asked if you are a current client. All your information will be pre-populated into the form. The only thing you will provide is the new account type.

Don’t worry, we’ve got you covered! When you submit your new application, we are going to ask you to log in to your account for some final set up. While you are there, pop into your profile to review what we have on file and make any necessary changes.

We take the security of our client data very seriously. Our account opening is designed to prevent a fraudster from using your personal information. Through physical and digital identification, we step you through the verification process. Being asked to re-verify information or supply a photo of your ID is not an inconvenience, it is an assurance that we are protecting you from fraud.

Using your phone’s camera on the QR code is the easiest way to upload images of your ID. Not just for menus, QR codes are a great way to get a mobile phone user to a web page without worry from typos. Then simply follow the on-screen prompts to snap photos of the front and back of your ID. If you already have photos saved to the device you are using to sign up on, you can also browse to them from the ID verification page.

Use the QR code or request a text to your mobile device – it is easiest to complete this step on a mobile device. Additionally:

    • Driver’s licenses are a bit easier to do – your thumb doesn’t get in the way to hold it open!
    • When taking the image, put your identification against a darker backdrop in a well-lit area.
    • Double check that your identification is not expired.
    • Ensure that the image you are uploading is clear. If it looks blurry to you, it will look blurry to us. Retake it until the image is clear and legible.

Check that your identification is valid and not expired. Be sure you take the photo against a dark background, in a well-lit area, and the image is clear.

In most cases, the photo of your ID was just slightly blurry for the system to read. Give us time to review the error as it may allow us to resolve any outstanding issues. If you did not upload a copy of your ID and still get this message, please call us at your soonest convenience.

If you set up your username and password, just log back in. If not you will need to set up online access.

An ACAT Transfer is typically the quickest funding method. If you are not sure if your current account is eligible, check here. Complete our form and be sure to upload a copy of a current account statement.

  • Absolutely, our team is here to help Monday – Friday from 8:30am – 5:00pm Mountain Time. Give us a call at 877-742-1270.

ACCOUNTS

INVEST

LEARN

COMPANY

OPEN ACCOUNT