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:
Charles Schwab Bank
1945 Northwestern Drive
El Paso, Texas 79912
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
7801 Mesquite Bend Drive, Suite 12
Irving, TX 75063-6043
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:
100 Crosby Parkway, KC1J
Covington, KY 41015-8010