Custodial Solutions

Investment Sponsors

Fund Your Next Deal With NuView

At NuView, we don’t believe the custodial process should slow down or inhibit a client’s desire to participate in your offering, therefore we have created a streamlined solution to allow investors the most efficient access to your offering.


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 Asset Transfers

Empower Sponsors and Participants

As an approved Sponsor, 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.

Is your fund being resigned from another custodian?

Investment Sponsors Enjoy:

48-hours custodial review

Customized paperwork

Dedicated relationship manager

Industry-leading efficiency

Your Investors Enjoy:

Live personal assistance

24/7 online account access

Simplified paperwork process

Competitive rates

Alternative Investment Custodians

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


Education Savings Accounts and Health Savings Accounts

Fund Your Next Deal with Self-Directed IRA Investors

Investor Experience Simplified

Step 1: Establish the Account

Complete the Sponsor-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.


“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