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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 is 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. SIMPLE IRA contribution must include the transmittal form. Mail the check to Charles Schwab:

US Mail
Charles Schwab & Co., Inc.
P.O. Box 628290
Orlando, FL 32862-8290

Overnight Mail
Charles Schwab & Co., Inc.
1958 Summit Park Drive #500
Orlando, FL 32810-5931

TD Ameritrade

Check is to be made payable to TD Ameritrade. 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 TD Ameritrade:

Regular mail:
TD Ameritrade Institutional
P.O. Box 650567
Dallas TX 75265-0567

Overnight mail:
TD Ameritrade Institutional
7801 Mesquite Bend Drive, Suite 112
Irving TX 75063-6043

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. We are retrieving our mail several times a week. You may see a longer delay than usual with your deposit, since we need to mail your check to the custodian.

Get in touch! 

EMAIL

mgarry@yardleywealth.net

PHONE

(267) 573-1019

OFFICE ADDRESS

37 S. Main Street Yardley
PA 19067