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Managing your Account

Agreements and Disclosures
- Account Agreements
Before you Invest
Investment Process
Managing your Assets
Managing your Account
- Beneficiary Guidance/Inherited Accounts
Opening and Funding an Account
- Account Type Guidance
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Managing your Account

Managing an existing or inherited account, paying fees, distributions, etc.

How to pay your NDTCO Fees
Form 990-T Preparation and Filing
Required Minimum Distributions
Roth IRA Conversions
Beneficiary Guide: Precious Metals

Beneficiary Guidance/Inherited Accounts

Beneficiary Guide: Real Estate
Beneficiary Guide: Private Lending
Beneficiary Guide: Private Equity

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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