
Client Portals
Custodian:
For check deposit, make it payable to your account full 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 628290
Orlando, FL 32862-8290
Overnight Mail
Charles Schwab & Co., Inc.
1958 Summit Park Drive
Orlando, FL 32810-5931
Portfolio Portal:
app.altruist.com | 844-626-4637
ADP 401k:
mykplan.com | 800-MYK-PLAN