Client Login
You can access your YWM Client Vault here Yardley Wealth Login and use your email address and the password you created to log in. We suggest bookmarking this page for future use.
Deposit Instructions
ACH Transfers
This is a great time to get a Move Money form on file for bank to custodian transfers of contributions and deposits. With your bank account approved, ACH transfers are simple, secure and fast. You would only need to call us with the amount you would like moved from one account to the other. Or, you can set up automated contributions.
Checks
Charles Schwab & Co.
Checks are to be made payable to Charles Schwab & Co. Account number must be written on the memo line of the check. If depositing to a retirement account, it must include the contribution year of the deposit on the memo line. Employer Retirement Plans must include the transmittal form. Mail the check to Charles Schwab:
US Mail
Charles Schwab
P.O. Box 2380
Omaha, NE 68103
Overnight Mail
Charles Schwab
200 S 108th Ave.
Omaha, NE 68154
Fidelity Investments
Checks are to be made payable to Fidelity Investments Account number must be written on the memo line of the check. If depositing to a retirement account, it must include the contribution year of the deposit on the memo line. Mail the check to Fidelity Investments:
US Mail
Fidelity Investments
100 Crosby Pkwy
Mailzone KC1H
Covington, KY 41015
Mailed to Yardley Wealth Management
37 S. Main Street Yardley, PA 19067
If you would like to mail a check to us for deposit or have already sent a check to us, we will be able to deposit it for you. You may see a longer delay than usual with your deposit, since we need to mail your check to the custodian.