advisorclient.com | 800-431-3500 option 3 then 2

For deposit, make checks payable to “TD Ameritrade FBO Your Name” and include your account number and mail:

US Mail:  TD Ameritrade Institutional – PO Box 650567,  Dallas, TX 75265-0567

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

Optional ACH, DTC, ACAT, and wire links are available.

Portfolio Portal:

app.altruist.com | 844-626-4637

ADP 401k:

mykplan.com | 800-MYK-PLAN

iShares 529:

ishares529.com |  888-529-9552

Nuveen 529:

mi529advisor.com | 866-529-8818