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NDTCO Agreements

NDTCO Agreements

Account and Custodial Account Type Agreements that govern NDTCO accounts.

Custodial Agreements

Health Savings Custodial Agreement - Effective 2026
Roth IRA Custodial Agreement - Effective 2026
Traditional IRA Custodial Agreement - Effective 2026
SEP/SIMPLE IRA Custodial Agreement - Effective 2026

Account Agreement

NDTCO Account Agreement - Effective 2026

NDTCO Agreements
- Custodial Agreements
- Account Agreement
Disclosures
Before you Invest
Investment Process
Managing your Assets
Managing your Account
- Beneficiary Guidance/Inherited Accounts
Opening and Funding an Account
- Account Type Guidance
Technical Support
FAQs

1070 W Century Drive, Louisville, CO 80027

Disclaimer: All information provided is per IRS rules and regulations. We do our best to ensure the information is accurate and up to date. Individuals considering an investment are encouraged to consult with a competent professional in the legal, financial, or accounting fields. These professionals can help assess whether a particular investment is legitimate, aligns with your risk tolerance, and supports your overall investment objectives. All investment decisions are the sole responsibility of the account holder. New Direction Trust Company (NDTCO) is a passive, non-fiduciary custodian providing administrative services for self-directed retirement accounts. We do not offer investment, legal, or tax advice, and we do not endorse or evaluate any investment products or strategies. All information on this site is for educational purposes only and in no way should be construed as legal or tax advice. Account holders are solely responsible for their investment decisions and due diligence. NDTCO operates in accordance with applicable federal regulations and Kansas state law, including the Kansas Uniform Trust Code.

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