New Direction Trust Company


About


New Direction Trust Company is a trusted custodian for self-directed HSAs. An HSA with NDTCO can invest in a wide array of assets including private equity, real estate, private loans, precious metals and more. We are commonly used in a 2 HSA system (an HSA at a bank for convenience and an HSA at NDTCO) to maximize the tax benefits of this account type. Ask us how!

Ratings

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HSA Program Features

FDIC or NCUA Insured:
Min Balance to Open:
$0.00
Features:
  • Online Banking
  • Investment Options

HSA Interest Rates

Interest rates are unknown at this time

Fees


Monthly Maintenance Fee $16.25*
Account Opening Fee $50.00
Account Closing Fee $75 to $250

* Annual fee of $195+

HSA Investment Options

Mutual Funds:    Self-Directed Brokerage:    CDs:    Other:

Mutual Fund Details

Investment Threshold: None
Investment Fee: 95/year and $10/transaction

Other Investment Option Details

Private Equity (e.g. startups, investment LLCs, etc.), Notes (originate a loan or buy an existing loan), Real Estate, Gold, Silver, Platinum, Palladium, Digital currency.

Contact Information

General Information

Website
Address 1070 W. Century Dr.
Louisville, CO 80027

Customer Service

Mailing Address 1070 W. Century Dr.
Louisville, CO 80027
Phone Number 877-742-1270 ext 155
Email Address [email protected]

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