Want to Invest? Contributing Funds to your Investment Accounts

The basics for making a contribution are to: verbally let us know that you'd like to make a contribution, tell us how much you'd like to contribute, and if it's a one-time contribution or a recurring contribution, decide if you'd like to contribute via check or electronic transfer, and when you'd like to do so and finally, to strategize your investment of the contributed funds.

Then we'll need to know how much money you'd like to contribute, and if it's a one-time contribution or a recurring contribution.

We'll also need to know which account you'd like to make the contribution to. Of course, if you'd like advice about which account you'd like to fund, or if you're contributing an amount over a certain threshold, we'll arrange a conversation between you and the financial advisors to help strategize these decisions.

We'll also need to know how to expect to receive the funds from you. You can deliver us a check, and we can give you instructions about how to make out that check depending on the account you're going to make the contribution to. Alternatively, we can arrange to transfer the funds electronically directly from a bank account on file with us. If you'd like to use a bank account that's not on file with us you'll just have to do some paperwork and the process will take a couple more days. Additionally, if we're going to pull the funds electronically on your behalf, we'll want to know the date you'd like us to do so. Usually the funds can be transferred within one business day, BUT - your bank account won't always reflect the distribution of funds immediately, even if we've received the funds on our end already.

There are other details that we might ask you about depending on your situation. For example, if you're contributing to a Roth, we might ask you if the contribution is for this year or the previous year.

To recap, to contribute funds all you need to do is let us know verbally that you'd like to make a contribution, tell us how much you'd like to contribute, and if it will be a one-time contribution or a recurring contribution, decide if you want to contribute via check or electronic transfer, and when you'd like to do so, and finally, strategize your investment decisions related to the contributed funds.