Sending Deposits

For accounts held at TD Ameritrade Institutional, please use the information below.

Make checks payable to:
TD Ameritrade Institutional

 

Make sure your acccount number is written in the upper center on the face of the check.

Mail Checks to:

San Diego CA 92121

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For accounts held at ExpertPlan (e401k retirement plan accounts), please use the information below.

Check should be made out as follows:
MG Trust Company FBO: {Your Name}, SSN# xxx-xx-xxxx, Rollover
Have the following placed in the memo section: ATTN: TPA # 000111/ A/C# {Plan account number}

Mail checks to:

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For accounts held at 401k Consultants,  please use the information below.

Check should be made out as follows:

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For all other accounts, please contact us at info@alcusfinancial.com or 1-877-452-0899.