NuView Trust

Adlai Green

They handle all of the investment properties in my nu view IRA with professionalism and accuracy- they pay the necessary bills timely at a very reasonable cost to me- they are also very prompt with any concerns or questions which I may have

Andrew Scruton-Wilson

Two stars at best, I’ve been with these guys for years. I closed my account out a couple months back and I just peaked at my bank account and they continued to charge me for my maintenance on my “closed account.” It is impossible to get a hold of anyone here. No one calls you back. Not impressed.

Jane [Robinson] Tanisawa

I've met the CEO of this company several times and after a negative experience with another Self-Directed Investment Custodian company, I decided to transfer our accounts to Nuview. Disappointingly, Nuview relies heavily on automation and consistently makes errors charging their annual fees. When this happens, Nuview DEDUCTS the fees from the custodial account! ("Early withdrawal" would be triggered, creating tax penalties and obligations!) Every time this happened (over years!) I had to contact Customer Service and explain that they need to deposit the fees back into our accounts and charge the credit card of record. For. Years. In addition, their software does not update related fields so the client (!) has to ensure posting any information changes in every related portal page for EACH ACCOUNT. Example: Change of address? Do it online for each account. Also do it for each account's related credit card information. ARRRRRRRGGGHHHH!!! Also frustratingly, they are located in Florida and do not have extended hours to serve clients in other time zones. The most painful error of all is that Nuview does not serve their customers by optimizing fees. We could've saved a lot of money in fees had Nuview been more service oriented and not left this important management task solely to the clients. Nuview collects greater fees this way but continues to frustrate clients. I've transferred to another custodian in March, but Nuview STILL hasn't completed all of the in-kind asset transfers. Stunning.

Alexa Michna

Incredible service and flexibility! Highly recommend to anyone to diversify their portfolio, holding notes and property are easy and Jason Debono is absolutely excellent! Thank you Nuview keep doing what you do and we will keep using you ❤️