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
Is your fund being resigned from another custodian?
Investment Sponsors Enjoy:
48-hours custodial review
Dedicated relationship manager
Your Investors Enjoy:
Live personal assistance
24/7 online account access
Simplified paperwork process
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
SEP and SIMPLE IRA
Education Savings Accounts and Health Savings Accounts
Fund Your Next Deal with Self-Directed IRA Investors
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