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!
HSA Program Features
- FDIC or NCUA Insured:
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- Min Balance to Open:
- $0.00
- Features:
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- 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 Fund Platform:
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Self-Directed Brokerage:
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CDs:
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Other:
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Mutual Fund Details
Investment Threshold: $0.00
Investment Fee: $115/year and $10/transaction
Investment Fee: $115/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 | New Direction Trust Company's HSA Website open_in_new |
|---|---|
| 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] |