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Deposit Instructions

 

ACH Transfers

This is a great time to get a Move Money form on file for bank to custodian transfers of contributions and deposits. With your bank account approved, ACH transfers are simple, secure and fast. You would only need to call us with the amount you would like moved from one account to the other. Or, you can set up automated contributions.

Checks

 

TD Ameritrade
Check is to be made payable to TD Ameritrade. Account number must be written on the memo line of the check. If depositing to a retirement account, it must include the contribution year of the deposit on the memo line. Mail the check to TD Ameritrade:

Regular mail:
TD Ameritrade Institutional
P.O. Box 650567
Dallas TX 75265-0567

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

 

Charles Schwab & Co.
Checks is to be made payable to Charles Schwab & Co. Account number must be written on the memo line of the check. If depositing to a retirement account, it must include the contribution year of the deposit on the memo line. SIMPLE IRA contribution must include the transmittal form. Mail the check to Charles Schwab:

Regular 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

 

Mailed to Platt Wealth Management
If you would like to mail a check to us for deposit or have already sent a check to us, we will be able to deposit it for you. We are retrieving our mail several times a week. You may see a longer delay than usual with your deposit, since we need to mail your check to the custodian.

Contact Us

We look forward to speaking with you about your financial plans and investments. 

Email

info@plattwm.com

Phone

619.255.9554

Office Address

3838 Camino del Rio North, Ste 365

San Diego, CA 92108 




In addition to our fee-only investment management services, Platt Wealth Management offers financial plans to answer your important financial questions. How close are you now to your goals and dreams? Where do you want to go? How can you get there?

Our four-step financial planning process is designed to be a road map to get you to your destination(s), while providing flexibility to adapt to changes along the route.

We offer stand-alone plans, or our full wealth management program that includes our investment management services. Give us a call today to set up a complimentary review at 619-255-9554.

Knowledgeable and expert.

 

 

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