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SPONSOR BASED SOLUTIONS

For investment sponsors who source their own capital, we make the process as simple and efficient as possible for your investors to add your offering to their retirement portfolio. Our sponsor fee schedule provides your investors a full-service experience at an incredibly affordable rate.

ADVISOR BASED SOLUTIONS

Our advisor solutions for Broker-Dealers/IRA firms, and their representatives or advisors, ensures client’s accounts with NuView are always accessible with consolidated account logins and data distribution to your own platform. Advisor fees remain cost effective without compromising the service you expect.

RETAIL SOLUTIONS

NuView was built on a retail platform providing exemplary service to investors seeking to hold individually based assets such as real estate, mortgages, and non-subscription-based private placements. These “one-off” assets require more processing and therefore have a unique fee structure – visit our retail site to learn more.

In keeping with NuView’s desire to incorporate technology into the alternative asset custody marketplace, we have designed a forms process, which allows pre-completed forms to be accessed adding further efficiency for clients and investors to add various alternative investments to their portfolio.

SPONSOR-BASED NEW ACCOUNT FORMS

Sponsor-Based Fee Schedule

IRA Application (Traditional, Roth, SIMPLE, SEP)

Transfer Form

Rollover Form

Roth Conversion Form

TRANSACTION FORMS

Private Placement Purchase Authorization

Non-traded REIT Purchase Authorization

Debt Offering Purchase Authorization

Convertible Notes Purchase Authorization

Debenture Purchase Authorization

Sale Authorization

ADVISOR-BASED NEW ACCOUNT FORMS

Advisor-Based Fee Schedule

IRA Application (Traditional, Roth, SIMPLE, SEP)

Transfer Form

Rollover Form

Distribution Form

Roth Conversion Form

ACCOUNT FORMS

Asset Information Worksheet

Asset Exchange Form

Account Update Form

Interested Party/Advisor Designation

Beneficiary Change Form 

Annual Fair Market Valuation

Fair Market Valuation for Worthless Assets

Fair Market Valuation for Investment Sponsors