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The New Direction Trust Company Blog

Precious Metals Buy Direction Letter Form

To purchase precious metals with your NDTCO account, please click here.  You will be asked to log into the client portal and then directed to the “Precious Metals: Buy, Sale, Exchange” online form under the “Invest” tab.

Private Equity Buy Direction Letter Form

To purchase private equity with your NDTCO account, please click here. You will be asked to log into the client portal and then directed to the “Private Equity: Invest Now” online form under the “Invest” tab. 

Promissory Note Buy Direction Letter Form

To invest with a loan with your NDTCO account, please click here. You will be asked to log into the client portal and then directed to the “Private Lending: Invest Now” online form under the “Invest” tab. 

Checkbook IRA Buy Direction Letter Form

The Checkbook IRA Buy Direction Letter stipulates that you want to invest in a Checkbook IRA with your NDTCO account.  To complete the Checkbook IRA Buy Direction Letter, please click here.

General Buy Direction Letter Form

The General Buy Direction Letter Form stipulates that you want to purchase an asset with your NDTCO account.  To complete the General Buy Direction Letter, please click here.

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.