| "we navigate > you arrive" |
| Steven King, CFP, MBA, AAMS 4555 Holland Street Wheat Ridge, Colorado 80033 303-420-8804 Toll Free: 877-420-8804 fax: 303-420-8805 sking@1stallied.com |
| Securities offered through FIRST ALLIED SECURITIES, INC member |
| iiClient Service Center: Making Deposits to your account |
| Retirement Plans Financial Planning Investments |
| To deposit funds to your First Allied Account at Bears Stearns: 1. Make check payable to: Bear Stearns Securities 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: Bear Stearns 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. 6. You may also wire funds to your account. Wire to: Citibank, NY, NY ABA # 021-000089 FBO Bear Stearns Securities, Corp. Acct. # 0925-3186 FFC: Your Account Name Your Account # _ _ _ - _ _ _ _ _ |
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| How to make deposits to your account |