Client Portals
Third-party Custodian:
For check deposit, make it payable to your account registration name, include account number, and calendar year for contribution (qualified accounts). Optional ACH, wire, DTC, and ACAT features are available.
| US Mail Charles Schwab & Co., Inc. P.O. Box 982603 El Paso, TX 79998-2603 | Overnight Mail Charles Schwab & Co., Inc. 1945 Northwestern Drive El Paso, TX 79912-1108 |
Portfolio Portal:
app.altruist.com | 844-626-4637
ADP 401k:
mykplan.com | 800-MYK-PLAN
Tools:
Sample Investor Profile Questionaire
MangoTree’s account risk profile is established as part of client on-boarding and updated when circumstances change.
Retirement Nest Egg & Income Calculators
See Disclosures for links to third-party sites.