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The New Direction Trust Company Blog

Mutual Fund Exchange Form

The Mutal Fund Exchange Form is used when you wish to exchange one mutual fund for another: Mutual Fund Exchange Form – Electronic Mutual Fund Exchange Form Example – PDF

Platform Investment Directive Form

The Platform Investment Directive Form is used for investing with any platform-based asset with your NDTCO account: Platform Investment Directive – Electronic Platform Investment Directive Example – PDF

Publicly Traded Securities Conversion Form

The Publicly Traded Securities Conversion Form is used if your NDTCO account holds an investment that was previously a private investment, but the company has since had an IPO and your stock needs to be converted from private to public: Publicly Traded Securities Conversion Form – Electronic Publicly Traded Securities Conversion Form Example – PDF

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.