Client Resources

Stonnington Group Client Portal

See all of your accounts in one place, review your financial plan, more features to come!

TD Ameritrade Institutional

The TD Ameritrade Institutional Difference
TD Ameritrade Institutional* is a leading provider of comprehensive brokerage and custody services to
over 6,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. Their
collaborative approach and innovative technology solutions ensure that we spend less time navigating a
one-size-fits-all solution and more time focused on exceeding your expectations.

*TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.

Mail Checks to:
TD Ameritrade Institutional
PO Box 650567
Dallas, TX 75265-0567

TD Ameritrade Institutional
7801 Mesquite Bend Drive, Suite 112
Irving, TX 75063-6043

Please endorse your checks over to TD Ameritrade and write your account number on the face of each check.  You may also deposit your checks via  

Clients may also hand-deliver checks or securities to any local TD Ameritrade retail office.  Make sure you have your account number and let the Cashier know you have an “institutional” account.  Call ahead for hours. 

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Stonnington Group LLCand the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Charles Schwab

Easy secure access to account information, request status, statements, confirmations and tax documents, update profile information, make paperless deposits and more!

Mail Checks to:
Charles Schwab & Co. Inc.
PO Box 98263
El Paso, TX 79998

Charles Schwab & Co. Inc.
1945 Northwestern Drive
El Paso, TX 79912

Please endorse your checks over to Charles Schwab & Co. and write your account number on the face of each check.  

Schwab is a registered broker-dealer, and is not affiliated with Stonnington Group or any advisors whose name(s) appear on this Website.

Stonnington Group is independently owned and operated. Schwab neither endorses nor recommends Stonnington Group,
[unless you have been referred to Stonnington Group through the Schwab Advisor Network®]. Regardless of any referral or
recommendation, Schwab does not endorse or recommend the investment strategy of any Advisor.

Schwab has agreements with Stonnington Group under which Schwab provides Stonnington Group with services related to your
account. Schwab does not review the Stonnington Group Website, and makes no representation regarding the content of the
Website. The information contained in the Stonnington Group Website should not be considered to be either a recommendation
by Schwab or a solicitation of any offer to purchase or sell any securities.

Fidelity Investments

View your accounts in real-time, edit your profile and contact information, access research, make deposits.

Mail Checks To:
Fidelity Investments
PO Box 770002
Cincinnati, OH 45277

Fidelity Investments
100 Crosby Parkway, KC1H
Covington, KY 41015

Please endorse your checks over to Fidelity Investments and write your account number on the face of each check.  

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Stonnington Group LLC (“Stonnington”). Fidelity is a service provider to Stonnington. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Stonnington and does not guarantee, or assume any responsibility for, it’s content. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 946701.1.0

Envestnet MoneyGuide

Review and update your personal financial plan and stay on course!

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Charles Schwab & Co.

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