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Opening and Funding an 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
Technical Support
FAQs

Opening and Funding an Account

How to open a new or second account as well as how to fund an account

ACAT Eligible Custodians
How to set up your first account at NDTCO
How to set up additional accounts at NDTCO

Account Type Guidance

Solo 401(k) Account Guide
Traditional IRA Account Guide
Health Savings Account Guide
Roth IRA Account Guide

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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