Mail and Wire Instructions for Ameritrade and Fidelity

 
Please do not send cash, check or wires directly to The Ridgewood Group.  Instead, you should send funds directly to your custodian according to the instructions below:

TD Ameritrade (DTC#0188)

Checks and physical certificates should be mailed to:

TD Ameritrade, Inc.                                                     TD Ameritrade, Inc.
P.O. Box 2229                                OR                       1005 North Ameritrade Place
Omaha, NE 68103-2229                                             Bellevue, NE 68005

Include your name and Ameritrade Account# with (or on) the check or certificate (if you are sending a stock certificate.  Write "TD Ameritrade, Inc." on the back as the "Attorney to Transfer Stock", then sign on the back with your account #)

Wires for your TD Ameritrade Account should be sent to:

First National Bank of Omaha
1620 Dodge Street
Omaha, NE 68197
ABA# 104 000 016
Credit to the account of TD Ameritrade, Inc.
A/C #16424641
Further Credit to: Your Name and Account # at TD Ameritrade

 

Fidelity Investments (DTC#0226)

Checks and physical certificates should be mailed to:

Fidelity Investments
100 Crosby Parkway
Mailzone KC1J-8007
Covington, KY 41015

Include your name and Fidelity Account# with (or on) the check or certificate
(if you are sending a stock certificate.  Write "National Financial" on the back as the "Attorney to Transfer Stock", then sign on the back with your account #)

Wires for your Fidelity Account should be sent to:

JP Morgan Chase
One Chase Manhattan Plaza
New York, NY 10005
ABA# 021000021
Credit to: National Financial Services LLC
Acct#066196-221
Further Credit to: Your Name and Account # at Fidelity

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