Business Will Continue - We Are Prepared for This
Our Business Continuity Plan has been enacted. This plan was developed and is currently being administered by our firm’s senior leadership. The Business Continuity Plan is intended to allow our firm to maintain normal operation and provide continuous services to our clients under current circumstances or any other unexpected scenarios without any anticipated disruptions. The plan includes the capability for our staff to operate remotely while maintaining standard efficiencies. We have enacted the remote capabilities of our Plan on multiple occasions. Most recently, as a result of the fires that affected Northern California, we were forced to close our offices in the region. In these instances, we are pleased to say that the Business Continuity Plan was employed without any business or operational disruptions. We have planned for and are dedicated to providing our services no matter the situation. As directed by government officials or as otherwise determined by our firm’s senior leadership, we will close some or all of our offices.
Please bear with us, as the current situation is fluid and constantly changing, and, as a result, may cause minor delays in processing. However, rest assured that due to our preemptive planning and preparation, we will continue to service your accounts as normal.
Many Ways to Talk with Your EP Wealth Advisor
Based on recommendations for social distancing from the Centers of Disease Control and Prevention, we recommend you call or video conference for your meetings. All our normal phone lines work, and if you need to see us in person, that is still an option in almost all locations. We are here and we want to help.
Watchful Eye on the Markets
Paper Statement Delivery Delay
Due to the stay-at-home order, paper statements will be delayed until offices re-open. We are steadfastly committed to helping you answer any questions you have about your portfolio and we will help you set up your e-Statement portal. Given the current circumstances we are all faced with, along with advancements in our technology platform, we're asking you to adopt our e-Statement portal delivery going forward.
Assistance in Signing Up
If you're looking for help signing up for your e-Statements portal, we'll be happy to assist you. Your service team will be available to walk you through the process. Due to high volumes, please make an appointment by emailing them.
Tips on Understanding Your Investment Statement
If you're looking for more help on your statements, we have also written an article that helps you understand your statements better here.
Up to Date Information – Continued Access Virtually
Our entire staff will be able to help you remotely. Our phone lines are still open. However, all offices will be closed until further notice.
To see our up to date hours of operation, you can click here.
Deposits – Mailing Addresses and Mobile Deposits
With offices closed, we want to make sure it’s as easy as possible to make your deposits into your accounts through our custodian partners. We have three, Charles Schwab, TD Ameritrade, and Fidelity Investments.
Deposits with EP Wealth Advisors
You can still mail your deposits to EP Wealth Advisors, with checks addressed to your custodian. We will continue to pick up mail and deposit checks on your account, as we always do. During this time where all of our staff is working from home, there may be a slight delay in deposit time.
If you are looking for an urgent deposit, please deposit directly with your custodian. We have included directions for all three custodians below, including options for mobile deposit.
Deposits with Charles Schwab
Charles Schwab requests that you include a deposit slip found here, with endorsed check that says “For Deposit Only.” Please mail your endorsed check and completed deposit slip to:
Charles Schwab Bank
1945 Northwestern Drive
El Paso, Texas 79912
Charles Schwab Bank
P.O. Box 982603
El Paso, TX 79998-2603
Charles Schwab also has a mobile app that enables deposits that can be found here.
Deposits with TD Ameritrade
Mail your endorsed check and completed deposit slip to:
7801 Mesquite Bend Drive, Suite 12
Irving, TX 75063-6043
PO Box 650567
Dallas TX 75265-0567
TD Ameritrade also has options for mobile and wire deposit.
Deposits with Fidelity Investments
Fidelity asks that you include a deposit slip with your mail in checks, which can be found here.
Please mail your checks to:
100 Crosby Parkway, KC1J
Covington, KY 41015-8010
EP Wealth is here for you. Should you have any questions, please reach out to your advisor. We cherish our client relationships and look forward to seeing you all soon.
Patrick Goshtigian, CFA
CEO and President
EP Wealth Advisors