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How to set up your first account at NDTCO

The NDTCO Online Application allows you to open another account quickly and securely. 

START APPLICATION 

Getting Started 

Navigate to the Application 

Start an application at https://portal.ndtco.com/open-account 

Complete Application 

Tell us about yourself – we need your personal information so that we can properly report on your account to the IRS. NDTCO will never share your personal information. 

Please note that if you open any of the following account types, we will 
need additional paperwork completed. 

  • SEP IRA – please complete the SEP 5305 
  • Inherited IRA – please complete the following form that is applicable for you 
  • Solo 401(k)- please call our team at 877-742-1270 to further discuss. 

Setup Online Security 

Setup your username, password and security questions in the next two steps. 

Confirm Your Identity 

You may or may not need to do the following steps. 

NDTCO is required to verify your personal information due to the Patriot Act. If we are unable to confirm certain parts of your identity, we may ask for some additional information (such as a copy of your driver’s license or passport) or to confirm your personal information for a second time. 

Tips for uploading your license or passport: 
  •  Use the QR code or text to your mobile device – it is easiest to complete on your mobile device. Once you upload your license or passport, your desktop will move onto the next step, so you can always return to your desktop. 
  • Driver’s licenses are a bit easier to do – your thumb doesn’t get in the way to hold it open! 
  • When taking the image, put your identification against a darker backdrop and ensure you have plenty of lighting around you. 
  • Ensure that you are using identification that is not expired. 
  • Ensure that the image you are uploading is not blurry. 

Finalize Your Account Details 

Your account is opened! Get a jump start on your account by doing the following: 

  • Name beneficiaries to your account 
  • Complete the paperwork to fund your account