Deposit Instructions for Investments

Clients can remit their retail and retirement account contributions directly to their investment custodian:

 

For Mobile Deposits:

To Set Up Mobile Deposit for Investments held at Pershing/Cetera Brokerage, please follow this link for instructions: http://www.netxinvestor.com/nxi/welcome

 

For Check Deposits:

Please make your check directly payable to your custodian (fund company or brokerage holding your account) and list your account number in the memo area of your check. If the investment is for your IRA, be sure to notate the tax year your contribution is for. We recommend sending your check with a tracking number via overnight courier of your choice. Please call us at (518) 399-3372 with any questions.

 

Mailing Addresses for Check Investments/Contributions:

  • Pershing LLC (retail accounts) 
     Attn: 382121
    500 Ross Street 154-0455
     Pittsburgh, PA 15262-0001

 

  • Pershing LLC (retirement accounts)
     Transfers Processing
         Attn: 382091
         500 Ross Street 154-0455
         Pittsburgh, PA 15262-0001

 

  • Fidelity Investments
     100 Crosby Parkway, KC1G
         Covington, KY 41015

 

  • American Funds Service Company
     5300 Robin Hood Rd
     Norfolk, VA 23513-2430