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FAQ – Capstone Trust
Capstone Trust
Client Portal

Frequently Asked Questions

Select a topic and find the answer to your question.

Topics

Account Help

Am I required to pay all fees associated with my account?

Administrator fees can be paid from your self-directed account or from the account holder personally. You can instruct New Direction Trust Company to pay for fees from your account, you may pay by check or credit card (Visa, MasterCard, and Discover), or you can pay fees through the client portal online.

How do I Open an Account?

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Client Portal

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Capstone Trust

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Password Help

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Rollovers/Transfers

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Investment Purchases

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Fees

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Precious Metals

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Asset Investment

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Distribution/Withdrawals

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Funding

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Assess

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