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NDTCO Agreements

NDTCO Agreements
- Custodial Agreements
Disclosures
Before you Invest
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NDTCO Agreements

Custodial Agreements

Inherited IRA Election Terms and Disclosures
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: 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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