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Connecting Self-Directed Investors to Public Markets via the SogoTrade Platform

At New Direction Trust Company (NDTCO), our mission has always been to support self-directed investors with the flexibility to build retirement portfolios beyond the traditional boundaries. While alternative assets remain our core focus, we recognize that many investors also want access to public securities—without sacrificing the tax advantages of their retirement accounts.

WHO IS SOGOTRADE? 

“SogoTrade is an online brokerage platform designed to support active and self-directed traders with modern tools, competitive pricing, and responsive customer support. Through SogoTrade, NDTCO account holders can access traditional market investments such as stocks and ETFs while maintaining the structure of a tax-advantaged retirement account. 

Key SogoTrade features include: 

  • Web and mobile trading platforms (including SogoTrade Pro) 
  • Real-time streaming quotes and watchlists 
  • Advanced charting and analysis tools 
  • Fast trade execution and customizable dashboards”  

    - Kristopher Wallace – SogoTrade CEO 

    UNDERSTANDING THE NDTCO-SOGOTRADE PROCESS

    NDTCO and SogoTrade serve distinct but complementary roles. 

    New Direction Trust Company acts as a non-fiduciary, passive custodian for self-directed retirement accounts, specializing in holding alternative assets such as real estate, private equity, private lending, and precious metals. 

    SogoTrade provides the trading engine for public securities. 

    Together, they create a flexible ecosystem that allows investors to: 

    • Maintain liquidity and market exposure through public securities 

    • Diversify into alternative assets within the same retirement structure 

    • Preserve the tax advantages of an IRA or other eligible retirement account 


    WHY THIS MATTERS FOR SELF-DIRECTED INVESTORS 

    With NDTCO and SogoTrade, diversification can happen across asset types. Investors may hold publicly traded securities through SogoTrade for liquidity, while also investing in long-term alternative assets through their NDTCO account. 

    Cash (not assets) can be transferred between connected accounts as investment strategies evolve. The value of the SogoTrade account is automatically reported back to NDTCO, allowing for accurate IRS reporting and a consolidated view of retirement holdings. 

    HOW TO GET STARTED 

    1. Open and fund your NDTCO account (cash must be available)
    2. Complete the online Public Securities Buy Direction Letter
    3. Complete the SogoTrade DocuSign authorization forms 
    4. Allow a few business days for account setup and review
    5. Receive login instructions from SogoTrade and begin trading 

     

     

    IMPORTANT REMINDER 

    New Direction Trust Company (NDTCO) acts solely as passive, directed, non-fiduciary for self-directed retirement accounts.  The information contained on this FAQ page is for educational purposes only.  NDTCO does not recommend, endorse, or promote SogoTrade or any investment products available through the SogoTrade platform.  NDTCO does not provide investment, legal, or tax advice, and account holders are solely responsible for conducting their own due diligence and making all investment decisions.  All trading activities within the SogoTrade account are self-directed by the account holder.  Platform fees charged by SogoTrade are separate from NDTCO custodial and administrative fees.  NDTCO shall have no liability for any losses, penalties, tax consequences arising from investments made through the SogoTrade platform.  Account holders acknowledge that NDTCO is not a fiduciary and does not evaluate the permissibility or suitability of any investment under the Internal Revenue Code.

    Self-direction is about choice, flexibility, and education. Our relationship with SogoTrade expands those choices—giving investors access to both alternative assets and public markets within a tax-advantaged retirement account. New Direction Trust Company (NDTCO) acts solely as passive, directed, non-fiduciary for self-directed retirement accounts.  The information contained in this communication is for educational purposes only.  NDTCO does not recommend, endorse, or promote SogoTrade or any investment products available through the SogoTrade platform.  NDTCO does not provide investment, legal, or tax advice, and account holders are solely responsible for conducting their own due diligence and making all investment decisions.  All trading activities within the SogoTrade account are self-directed by the account holder.  Platform fees charged by SogoTrade are separate from NDTCO custodial and administrative fees.  NDTCO shall have no liability for any losses, penalties, tax consequences arising from investments made through the SogoTrade platform.  Account holders acknowledge that NDTCO is not a fiduciary and does not evaluate the permissibility or suitability of any investment under the Internal Revenue Code. 

     

     

    Learn more at www.ndtco.com/public-securities or contact our team with questions.