New Direction Trust Company – Managing Your Account
Our world-class digital platform makes it easy to manage your accounts, while a personalized and experienced client service team stands ready to answer questions along the way.
About NDTCO
We are a private financial trust based in Louisville, Colorado that provides best-in-class custodial services for more than 50,000 self-directed accounts and holds $3.7 billion in cash and assets for our clients. Our ongoing mission is to provide the education, flexibility, and support tools investors need to realize that the spectrum of self-directed investments is broader and easier to manage than they think.
At New Direction Trust Company, the security of our clients’ accounts is our top priority. We are constantly taking measures to combat fraud, identity theft, and cybercrime to keep accounts secure, part of this effort includes limiting account access to only authorized individuals. Who could I grant access to my account? Up until recently, we … Read More
Year-end is a busy time, yet in our holiday preparations, we should not overlook tax year requirements. For self-directed investors, this could mean fair market valuations (FMVs) of their self-directed retirement accounts, which are due January 15th. Ready to submit your FMV? Log in to your Client Portal and follow the instructions below. What Are Fair … Read More
In 2022, the Financial Crimes Enforcement Network (FinCEN) issued a rule allowed under the Corporate Transparency Act (2021) that requires beneficial ownership information reporting for certain companies and entities. Beginning in 2024, companies and organizations that are not exempt must report their beneficial owners to FinCEN. Why was this rule issued? These new rules are … Read More
May 15, 2024 Effective July 1, 2024, New Direction will be updating the terms of its account agreement. The following is a brief overview of the changes going into effect. You can view the updated account agreements in full on our website. Relationship—specified who New Direction IRA, Inc. (Administrator) and New Direction Trust Company (Custodian) … Read More
Continuing our tax season journey and overview of IRA Account Documents, today we’re focusing on the NDTCO Fee Schedule. Understanding the fees involved with your account is crucial for making informed decisions and optimizing your investment strategy. Post 2: Understanding the NDTCO Fee Schedule Fee Schedule Timing: Account opening What It Is: A fee schedule, … Read More
In today’s world, fraud is more common, especially online. It’s important for both people and organizations to know how to keep their information safe. This blog will talk about the different kinds of fraud you might come across, give you tips on how to stop fraud before it happens, and explain what NDTCO does to … Read More
New Direction Trust Company (“New Direction”) performs the duties of a directed custodian. It does not provide any investment advice, legal advice, or tax advice. New Direction does not undertake any due diligence for you, including with respect to any investment or investment provider featured in this blog post or joint webinar or any other investments that you choose to hold in your New Direction account(s). Any information regarding any investment provider or investments that is contained in this blog post or Webinar was provided by the third-party investment provider. New Direction is not affiliated with, does not control or direct, and has no responsibility over any third-party investment provider or investment, and the inclusion of any investment provider or investment options in this blog post or Webinar does not represent an endorsement or recommendation of the investment provider or investment by New Direction in any way. New Direction does not endorse or recommend any investment provider or investment, including those found in this blog post or Webinar. Information and third-party links contained in this blog post or webinar are provided for informational purposes only, and it is solely the responsibility of investors to perform their own, independent due diligence on any investment opportunity. Investors should consult their own investment, legal, and tax advisors before making any investment choices.
