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Chicory Wealth

MAILING ADDRESS: 3904 North Druid Hills Road #366, Decatur, GA 30033

BUSINESS HOURS: Monday-Friday, 9 am to 5 pm ET

PHONE: 404.294.5917       FAX: 470.440.7249       EMAIL: [email protected]


 

Navigating a Virtual Office (Frequently Asked Questions)

 

What is Chicory Wealth’s mailing address?

3904 North Druid Hills Road #366, Decatur, GA  30033

This address is a business mailbox located at a UPS Store in Decatur, Georgia, and we check mail daily. We can accept letters, packages and overnight mail at this address. Although our mailbox is secure, remember – NEVER send us the originals of any document. You may include a specific team member’s name on the mailing, but please always use Chicory Wealth in your address as well.

 

What about your office phone number?

Our office number has not changed: 404.294.5917.

 

What if I prefer to drop something off rather than send it through the mail?

It’s no longer possible to drop items off for us – we must receive them through the mail.

 

I’m used to mailing my checks to you for deposit. Has this changed?

Yes, this has changed — we are no longer able to receive checks (either in person or in the mail) and deposit them. However, this change was coming whether we moved to virtual or not. For security reasons, TD Ameritrade prefers that checks be mailed directly to them. See details on how to do this in the next question.

 

What’s the process for mailing checks for deposit?

If you want to mail your checks for deposit, please mail them directly to TD Ameritrade. Checks should be made payable to the account owner or to “TD Ameritrade Clearing, Inc.” Be sure to include the number of the account where the check should be deposited, either on the memo line of the check or in a note accompanying the check.

  • Regular Mailing Address:
    • TD Ameritrade Institutional
    • PO Box 650567
    • Dallas, TX 75265-0567
  • Overnight Mailing Address:
    • TD Ameritrade Institutional
    • 7801 Mesquite Bend Drive, Suite 112
    • Irving, TX 75063-6043

 

Is there an alternative to mailing checks for deposit?

Yes. Checks can also be deposited by using TD Ameritrade’s AdvisorClient mobile app on your smart phone. Once you have the app on your phone, you can easily deposit your check by:

  • Logging into the app
  • Clicking on “More” in the lower right corner
  • Clicking on “Deposit Check”
  • Reading the instructions, then clicking “New Deposit”
  • Allowing the app to access the camera
  • Clicking on the account in which you want the check deposited
  • Taking a picture of the front and back of the check (instructions are in the app)
  • Clicking “Submit”

PLEASE NOTE: The check deposit limit through the app is $50,000. Also, while it is possible to deposit to IRA accounts through the app, we recommend you speak with your advisor first before doing so, to avoid any potential problems.

 

What if I need help with the technology required?

We are here to help you with virtual meetings, uploading documents to the Client Portal, accessing the TDAmeritrade app to deposit checks, and more.

  • For help with virtual meetings, or if you’re not sure who to contact, contact Tina Tyson
  • For help with the Client Portal or uploading documents, contact Dan Kirslis
  • For help with depositing checks, contact Paul Grabhorn

All these team members can be reached through our general phone number (404.294.5917) or email address: [email protected]

 

Where can I get my documents scanned and papers shredded, or find a notary?

The UPS Store at 3904 North Druid Hills Road in Decatur provides many convenient services, although there is a fee for these services:

 

I miss in-person gatherings! Will we ever see you again?

We miss this too, and the answer is YES! We will be holding in-person events once it’s safe to do so, and of course we are already holding online events. Events are announced in our our monthly newsletter and on our Chicory Wealth Webinars and Events page.

 

What about the chocolate?

We know, right??? Chicory Wealth always provided the best chocolates, and we miss that too. We encourage everyone to BYOC for client meetings. And when we have in-person gatherings, there definitely will be chocolate!