COVID-19 Updates - Virtual Service Only and Deposit Information

    

With the expanded government mandated closures, we want to make sure we are doing our part to keep you assured that our staff will continue to be available and committed to helping you reach your goals. We want to give you some updates on some resources regarding our hours of operations and deposit processes. 

 

Up to Date Information – Continued Access Virtually

Our entire staff will be able to help you remotely. Our phone lines are still open. However, all offices will be closed until further notice.

To see our up to date hours of operation, you can click here.

 

Deposits – Mailing Addresses and Mobile Deposits

With offices closed, we want to make sure it is as easy as possible to make your deposits into your accounts through our custodian partners. We have three, Charles Schwab, TD Ameritrade, and Fidelity Investments.

 

Deposits with EP Wealth Advisors

You can still mail your deposits to EP Wealth Advisors, with checks addressed to your custodian. We will continue to pick up mail and deposit checks on your account, as we always do.  During this time where all of our staff is working from home, there may be a slight delay in deposit time.

If you are looking for an urgent deposit, please deposit directly with your custodian. We have included directions for all three custodians below, including options for mobile deposit.

 

Deposits with Charles Schwab

Charles Schwab requests that you include a deposit slip found here, with endorsed check that says “For Deposit Only.” Please mail your endorsed check and completed deposit slip to:

 

Overnight mail:

Charles Schwab Bank

1945 Northwestern Drive

El Paso, Texas 79912

 

Standard mail:

Charles Schwab Bank

P.O. Box 982603

El Paso, TX 79998-2603 

 

Charles Schwab also has a mobile app that enables deposits that can be found here.

 

Deposits with TD Ameritrade

TD Ameritrade has check deposit slips for IRA accounts and non-IRA accounts that need to be accompanied with their deposits. Please mail your endorsed check and completed deposit slip to:

 

Overnight Address:

TD Ameritrade

7801 Mesquite Bend Drive, Suite 12

Irving, TX 75063-6043

 

Standard Mail:

TD Ameritrade

PO Box 650567 

Dallas TX 75265-0567

 

TD Ameritrade also has options for mobile and wire deposit.

 

Deposits with Fidelity Investments

Fidelity asks that you include a deposit slip with your mail in checks, which can be found here. Please mail your checks to:

 

Fidelity Investments

100 Crosby Parkway, KC1J

Covington, KY 41015-8010

 

Fidelity also offers mobile deposit through their app. In case you want to learn how to do it, they also have a video tutorial on mobile deposit.

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