Effective November 1, 2013, Resource Consulting Group will no longer be able to process checks made payable to our clients. These checks should be mailed directly to your custodian (Charles Schwab, Raymond James or TDAmeritrade) at the address listed below with your account number on each check (either on the payee line or the memo line).
Charles Schwab & Co. Inc.
P.O. Box 628290
Orlando, FL 32862-9905
TD Ameritrade Institutional Services
5010 Wateridge Vista Drive
San Diego, CA 92121
Upon your request, RCG will provide you with deposit slips and addressed postage paid envelopes for mailing checks to your custodian. Please contact Joellene Aylor or Brenda Shofner in our client services department at 407‑422‑0252. RCG can accept checks made payable to your custodian with your account number on each check. If your account is at Charles Schwab, you may want to download the Schwab mobile app which will allow you to deposit checks made payable to you without mailing them in. Certain deposit limits will apply and generally no deposits are permitted over $10,000. If you have any questions about this policy, please contact Mike Masur, our Chief Compliance Officer.
Thank you for your cooperation as we comply with this regulation.