Announcements

Buy, Sell, & Trade With SogoTrade​

We’re excited to announce our new collaboration with SogoTrade, where you can buy, sell, and trade public securities! Limit trading has never been easier, giving you more freedom and control over your self-directed IRA funds.

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SogoTrade tools

INTRODUCING SOGOTRADE

SogoTrade Serves Customers Through Online Investing

SogoTrade, Inc. has served investors since 1986. They offer a wide range of investment products, powerful online trading platforms and market research tools to help you achieve your investing and trading goals.

NEW DIRECTION TRUST COMPANY

Self-Direction with Less Limitations

Established in 2003, New Direction Trust Company was founded to allow investors to diversify their retirement assets outside the stock market and into alternative assets they were passionate about, such as precious metals. Today, NDTCO is known for personalized client service and easy-to-manage online accounts to ensure that clients can reach their personal financial goals their way.

NDTCO Client Portal login on various devices

HOW TO GET STARTED

Using a Self-Directed Account to Invest with SogoTrade

  • Open your NDTCO Account!
  • Fund your NDTCO Account! (The cash must be available and not invested).
  • Complete the Online Public Security Buy Direction Letter.
  • Complete a DocuSign packet with forms for SogoTrade (Full Trading Authorization Form)
  • Hang out for a few days! It can take up to five days for the paperwork to be reviewed by both us and SogoTrade and the new account to be opened.
  • Watch for any questions or needed information in the portal messaging system. Sometimes we need additional information or verification, such as a Government Issued Photo ID. 
  • Once the account is opened at SogoTrade, you will receive an email from SogoTrade with instructions for logging on. When the account is opened NDTCO will wire the funds. 
  • You can now begin trading!
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I'm ready, let's get going!

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