Form 5305: HSA Health Savings Custodial Account - New Direction Trust Company

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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.