| "we navigate > you arrive" |
| Steven King, CFP 171 Marine Parade, Suite #1 Santa Cruz, California 95062 831-426-4600 Toll Free: 877-420-8804 fax: 831-426-4646 sking@1stallied.com |
| Securities offered through FIRST ALLIED SECURITIES, INC member |
| iiClient Service: Making Deposits to your account |
| Retirement Plans Financial Planning Investments |
| To deposit funds to your First Allied Account at JP Morgan: 1. Make check payable to: JP Morgan Clearing Corp. 2. Put your account number on the check. 3. If it is an IRA, SEP or Qualified Plan contribution, indicate the tax year. 4. Send to: JP Morgan One Metrotech Center North Brooklyn, NY 11201 attn.: Cashier Or send to: First Allied Securities 655 West Broadway San Diego, CA 92101 attn.: Cashier 5. In our experience, the US Postal Service loses a significant amount of mail. Therefore, we strongly advise that you photocopy all IRA/SEP checks before mailing them. |
To deposit funds to your First Allied Account at JP Morgan:
1. Make check payable to: JP Morgan Clearing Corp.
2. Put your account number on the check.
3. If it is an IRA, SEP or Qualified Plan contribution,
indicate the tax year.
4. Send to:
JP Morgan
One Metrotech Center North
Brooklyn, NY 11201
attn.: Cashier
Or send to:
First Allied Securities
655 West Broadway
San Diego, CA 92101
attn.: Cashier
5. In our experience, the US Postal Service loses a
significant amount of mail. Therefore, we strongly
advise that you photocopy all IRA/SEP checks
before mailing them.
1. Make check payable to: JP Morgan Clearing Corp.
2. Put your account number on the check.
3. If it is an IRA, SEP or Qualified Plan contribution,
indicate the tax year.
4. Send to:
JP Morgan
One Metrotech Center North
Brooklyn, NY 11201
attn.: Cashier
Or send to:
First Allied Securities
655 West Broadway
San Diego, CA 92101
attn.: Cashier
5. In our experience, the US Postal Service loses a
significant amount of mail. Therefore, we strongly
advise that you photocopy all IRA/SEP checks
before mailing them.