Manage Your Account

Alternative investments made easy

From executing investments to managing returns, you should always feel supported and in control. 

Our world-class digital platform makes it easy to manage your accounts, while a personalized and experienced client service team stands ready to answer questions along the way. 

Is it really possible to have the best of both worlds? The answer is yes.

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Managing your account chart

Our Difference

A unique combo of digital innovation and human power

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Digital Access

More freedom.
More control.

Our online client portal makes it simple to view all your account information in one centralized location, giving you the ability to directly message our support team, review recent transactions, download account documents, and review a vast library of educational content easily and securely.

NDTCO Client Portal on various devices
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DIGITAL BENEFIT #1

Direct Messaging
Communicate quickly and easily through the secure messaging center. Be confident in sending transaction and account-related documentation directly and safely to the NDTCO team.

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DIGITAL BENEFIT #2

Bill Payment
Quickly and easily pay vendors or bills related to any of your assets. For example, set up scheduled payments for your HOA and/or mortgage, or simply make a one-time payment via check or ACH.

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DIGITAL BENEFIT #3

24/7 Management
Easily manage your account details anytime, from anywhere. Check your account balances and transactions, update your contact information, and designate your beneficiaries easily and securely.

Human Support

Digital not your thing? We are always just a call away.

NDTCO employee Scott Strini
NDTCO employee Zoe Van Grack
NDTCO employee Jessica Brooks
NDTCO employee Chris Tanner

Dedicated Specialists

Whether this is your first investment with NDTCO or your tenth, you will always have a team completely dedicated to your investment to ensure accuracy and speed of transaction.

Client Service Team

A real person is always available to help with all of your account management needs. If you need assistance with the client portal or initiating a new purchase, a knowledgeable, educated person is here to help empower you through the lifetime of your account.   

Robust Education

We are investing in your education and success as a self-directed investor through current, relevant content, including blogs, live webinars, pre-recorded videos, and client newsletters.  

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Education Center

The more you know, the more your investments can grow

Essential Viewing

Foundations of a Self-Directed IRA
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Foundations of a Self-Directed IRA

Upcoming IRA Events

  • Mon18 Mar
    12:00AMMDT
    Forever Tax vs. Never Tax: Leveraging Tax Benefits of Retirement Plans (On-Demand Webinar)
    ONLINEThe IRS tax code offers Americans unique opportunities to dramatically reduce the amount of tax they pay over their lifetimes. Interestingly, these strategies are often overlooked or misunderstood. This webinar will cover the vehicles that could be utilized to generate tax-free income, how Roth conversions work (both cash and in-kind conversions), how you, or your family member, can start a tax-free account, and more! Join Chris Tanner, Senior Education Manager at New Direction Trust, as he explores the use of qualified Roth retirement plans, HSAs, and other ways you could eliminate future tax obligations!REGISTER