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Agreements and Disclosures

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Account Agreements

5305 Roth Account Agreement
5305 Health Savings Account Agreement
5304 SIMPLE Account Agreement
5305 Traditional Account Agreement

1070 W Century Drive, Louisville, CO 80027

Disclaimer: New Direction Trust Company (“NDTCO”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers, or service providers. As a custodian, NDTCO does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer, or dealer. NDTCO does not provide investment, legal, or tax advice. Individuals should consult with their investment, legal, or tax professionals for such services. Please refer to the Custodial Agreement and Account Disclosures for more information.

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