News #3

News #3

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How-To

How to Pay Your NDTCO Fees

The NDTCO Client Portal makes it easy for you to manage all aspects of your self-directed account, including overseeing and securely paying any account-related fees. 

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AN OVERVIEW

What to Know About Your Fees

Our goal is to empower all of our clients to make the best decisions for their self-directed investments, which is why transparency around our fee structure is front and center on our website and within our Client Portal. 

If you ever have any questions regarding fees associated with your NDTCO account or investment, our Client Relations team is available to answer any questions by message via the Client Portal or at 877-742-1270, ex 191. 

Learn about NDTCO Fees

HOW-TO

How to Manage and Pay Your NDTCO Fees

STEP ONE

Log into the Client Portal

You can view and manage all of your account-related fees in one central place—our Client Portal. 

  • If you need assistance logging in or setting up online access for the first time, you can learn more here. 
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STEP TWO

Review Your Invoices

To review your detailed annual or semi-annual invoices and any documentation related to your account:

  • Select “Documents” in the left vertical navigation bar. You will see a list of all your available account-related documents, including invoices and annual statements.
  • Click on the blue hyperlink, which will open the selected document in a new tab.

STEP THREE

Make a Payment

To pay an invoice and your NDTCO account-related fees: 

  • Click on the teal “Pay Your NDTCO Fees Now” button in the left vertical navigation bar. 
  • Use the down-arrow button in the left column to view available invoices. You can select an individual invoice, or, if you have more than one, you can select “Invoice #ALL.”
  • Use the down-arrow button in the right column to select your payment method. If you have a card on file with us, you can use that to pay your invoices. Or you can make a one-time payment or use cash from your account. 
  • Once you made your selections, please click “Continue.”
  • You will have a chance to review your selections. Please click “Submit” when everything looks correct.
If you do not see the teal button, you have no outstanding invoices!

STEP FOUR

Review Payment Method

To make sure your payment options are in line with your current investment assets (and to help you avoid future late fees): 

  • Click on “Profile” in the upper horizontal navigation bar. 
  • Scroll down to the third option and click on “Payment Method.” 
  • Review your current selections.
  • If you would like to change any designations, please scroll to the bottom of the pages and click “Update.” The fields will now be editable and you can change or add information, including:
    • Making your primary payment method a credit card or cash from your account
    • Updating your credit card on file
    • Updating your billing address. 

View Past Fees

You can also view any past fees paid and your billing anniversary month(s) in your Client Portal.

  • Click on “Profile” in the upper horizontal navigation bar. 
  • Scroll down to the fourth option and click on “Fee Information.” 

For extra assistance

Questions? We can help!

If you have questions regarding fees associated with your NDTCO account, how to pay your fees, or how to access the Client Portal, our Client Relations team is available to answer any questions via the Client Portal messages or at 877-742-1270, ex 191. 

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