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.
The NuView Advantage
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
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
Investor Experience Simplified
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.
“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
“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
“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
“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