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Advisors & Broker-Dealers

Become an Advisor Partner

How Can NuView Help You?

Advisors are turning to alternative assets to help their clients truly diversify their retirement portfolios. In doing so, many advisors have hit a few custodial roadblocks, but we’re here to help.

Learn More About Our Process
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The NuView Advantage

Bulk Transfers

Stop losing clients due to high fees and transfers out due to assets being resigned from traditional custodians. NuView can minimize the time, effort, and paperwork involved so you can devote more time to focusing on your clients and their needs.

Learn About Bulk Transfers

Empower Advisors and Participants

As an approved Advisor, you can access your clients' account information 24/7 through our online client portal - giving you and your client the ability to manage payments, view updates, and change personal information. We also offer portal integration with a variety of third-party data aggregators, simplifying your book of business and how you manage your client accounts.

Increase Efficiency

NuView's unique onboarding experience is guaranteed to reduce data entry efforts and possible errors by educating you and your clients on completing client documents via video tutorials, personalized meetings, etc.

Easy Account Management

Our secure document uploading process expedites each client's account creation and makes it as painless as possible. Once the client's account is established, you will have access to our proprietary advisor portal to keep track of account activity, valuations, document submission, tax forms, and much more.

Advisors and Broker Dealers Working with NuView Can Count On:

Live personal assistance

Simplified digital transactional experience

Industry-leading processing speed

Aggregated online account access

Data integration to third-party aggregators

Competitive rates

Acceptance of most private offerings

Dedicated relationship managers

Your Alt-Friendly Custodian

As a premier, regulated custodian for self-directed alternative investments, you don’t have to worry about NuView competing for your clients, as we never offer advice or investment products. With over$2 billion in investor assets, and nearly 20 years of operational expertise, our sole business is to provide the custody and IRS reporting for the following types of plans:

Traditional and Roth IRA

SEP and SIMPLE IRA

Education Savings Accounts and Health Savings Accounts

We Also Offer Custodial Solutions for the Following:

Record-Keeping Accounts for Qualified Plans (Employer sponsor plans, such as 401k, Pension, and Profit-Sharing)

Non-qualified Custodial Agency Accounts (Individual, Joint, Organization, Trust)

NuView Offers More

NuView has expanded our IRA alternative asset custody to now include non-qualified accounts.  As the alternative investment space continues to grow, NuView wants to ensure that you, as the advisor, have a one-stop-shop solution for both qualified and non-qualified accounts. Ranging from Individual to Trust accounts, there is now an affordable solution for the advisor looking to diversify their client portfolios while consolidating their custodians.

Add an Asset to Our Platform

Send this link to your sponsor partner

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Investor Experience Simplified

Step 1: Establish the Account

Complete the Advisor-Based Application via DocuSign.

Step 2: Fund the Account

The account can be funded via transfer or rollover.

Step 3: Fund the Investment

The investment can be funded via Purchase Authorization Form through the client portal.

Don't Take Our Word For It.
Hear What Our Customers Say.

Susan

“I transferred my self-directed Roth IRA to NuView Trust. I dealt with Brian Martinez and found him very professional and very knowledgeable. The process was so much easier than with my previous custodian. The fees that NuView charges are much less than my previous custodian. I would highly recommend them.” -Susan

Bill

“My experience with NuView has been nothing short of excellent! They have been very responsive to my needs, always available to answer questions in areas that I am not the most knowledgeable and a good value. In short, they are a very well run organization looking to provide value add for their clients.” -Bill

Edith

“NuView Trust has been extremely knowledgeable guiding us in the use of self-directed IRA for investments purposes. They are professional, and easy to work with. A great asset to add to your team of trusted professionals.” -Edith

Diane

“I’m new to self-directed IRAs and to NuView and therefore have a lot of questions. The staff at NuView have provided prompt answers with a helpful and friendly attitude. And the turnaround time for check processing is amazing. I’m so glad I chose to partner with NuView.” -Diane