How to pay your NDTCO Fees
The NDTCO Portal makes it easy for you to manage all aspects of your self-directed account, including overseeing and securely paying any account-related fees.
What to Know About Your Fees
Our goal is to empower all of our account holders to make the best decisions for their self-directed investments, which is why transparency around our fee structure is front and center on our website and within our Online Portal.
How to Manage and Pay Your NDTCO Fees
Step One: Log into the Portal.
You can view and manage all of your account-related fees in one central place—our Portal.
- If you need assistance logging in or setting up online access for the first time, you can learn more here.
Step Two: Review Fees Due
To review fees due for your account(s)
- Select the account you wish to review from the account dropdown list.
- The 'Overview' page provides an overview of the selected account, including available cash, account value, and fees due.
- To view details regarding fees due, click 'Fees' in the top navigation menu.
Step Three: Make a Payment
To pay an invoice and your NDTCO account-related fees:
- On the 'Fees' page, select 'Pay Now' next to the fee you wish to pay or click the 'Pay Now' button to toggle the payment submission form.
- Use the invoice dropdown to select the invoice you wish to pay. You can select an individual invoice, or, if you have more than one, you can select “Invoice #ALL.”
- Use the down-arrow button in the right column to select your payment method. If you have a card on file with us, you can use that to pay your invoices. Or you can make a one-time payment or use cash from your account.
- Once you made your selections, please click “Continue.”
- You will have a chance to review your selections. Please click “Submit” when everything looks correct.
Step Four: Review Payment Method
To make sure your payment options are in line with your current investment assets (and to help you avoid future late fees):
- Click the “View/Edit Payment Preferences” button on the 'Fees' page.
- The Payment Preferences page will display the selected payment methods for each account as well as any credit cards you have saved.
- If you would like to change any designations, simply select the updated payment method from the drop down next to the account you wish to update.
- To pay via credit card, you must have a credit card saved to your account. To add a credit card, click the 'Add New Card' button.
- To remove a credit card, click the trash can next to the card you wish to remove.
- If you only have one credit card saved, you will not be able to remove it until a new card has been added.
- Once you've finished, be sure to click 'Save Changes.'
Questions?
If you have questions regarding fees associated with your NDTCO account, how to pay your fees, or how to access the Portal, our team is available to answer any questions via Portal messages or at 877-742-1270, ex 191.