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.
app.altruist.com | 844-626-4637
mykplan.com | 800-MYK-PLAN
ishares529.com | 888-529-9552
mi529advisor.com | 866-529-8818
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