Given the unprecedented impact of the novel COVID-19 virus, we at EP Wealth want to share a few key updates regarding our commitment to you. We will do our part to protect your health, employee health, and our communities while still providing you the service you have been accustomed to.
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.
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.
We will continue to keep you updated about the market via our Informed Investor webinars, newsletters, our Facebook page, and our blog.
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.
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.
If you're looking for more help on your statements, we have also written an article that helps you understand your statements better here.
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.
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.
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:
Overnight mail:
Charles Schwab Bank
1945 Northwestern Drive
El Paso, Texas 79912
Standard mail:
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.
TD Ameritrade has check deposit slips for IRA accounts and non-IRA accounts that need to be accompanied with their deposits. Please mail your endorsed check and completed deposit slip to:
Overnight Address:
TD Ameritrade
7801 Mesquite Bend Drive, Suite 12
Irving, TX 75063-6043
Standard Mail:
TD Ameritrade
PO Box 650567
Dallas TX 75265-0567
TD Ameritrade also has options for mobile and wire deposit.
Fidelity asks that you include a deposit slip with your mail in checks, which can be found here. Please mail your checks to:
Fidelity Investments
100 Crosby Parkway, KC1J
Covington, KY 41015-8010
Fidelity also offers mobile deposit through their app. In case you want to learn how to do it, they also have a video tutorial on mobile deposit.
Thank you,
Patrick Goshtigian, CFA
CEO and President
EP Wealth Advisors
With the expanded government mandated closures, we want to make sure we are doing our part to keep you assured that our staff will continue to be available and committed to helping you reach your goals. We want to give you some updates on some resources regarding our hours of operations and deposit processes.
The EP Wealth Advisors financial planning process starts with the relationship between you and your financial advisor. How do you value a financial coach? Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions—so you can achieve peace of mind and live your life.
