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For Clients

Information for Existing Clients

Ridgewood Investments works with multiple custodians to hold our client assets. If you would like to access the website of one of the custodians that we work with, please click on the relevant custodian below:

            TD Ameritrade Login for Clients

            Fidelity Login for Clients

            Charles Schwab Login for Clients

            Folio Institutional Login for Clients

 

Ridgewood Client Access Portal

Ridgewood Investments utilizes and only system called Blueleaf to enable our clients to monitor their Ridgewood Investments managed accounts as well as to simplify the financial tracking of all of their accounts, including bank accounts, 401k accounts, and other assets – whether or not managed by Ridgewood Investments.

To access your account(s) information through our BlueLeaf system, click on the link below:

            BlueLeaf Client Portal

Mail and Wire Instructions for Existing Clients

 
Please do not send cash, check or wires directly to Ridgewood Investments.  Instead, you should send funds directly to your custodian according to the instructions below:

TD Ameritrade (DTC#0188)

Checks and physical certificates should be mailed to:

TD Ameritrade Institutional                                        TD Ameritrade Insitutional
P.O. Box 919094                               OR                        4075 Sorrento Valley Blvd, Suite A
San Diego CA 92191 9094                                            San Diego, CA 92121

Include your name and Ameritrade Account# with (or on) the check or certificate (if you are sending a stock certificate.  Write TD Ameritrade, Inc." on the back as the "Attorney to Transfer Stock", then sign on the back with your account #)

Wires for your TD Ameritrade Account should be sent to:

First National Bank of Omaha
16th & Dodge Streets
Omaha, NE 68102
ABA# 104-000-016
Credit to the account of TD Ameritrade, Inc.
A/C #16424641
Further Credit to: Your Name and Account # at TD Ameritrade

 

Fidelity Investments (DTC#0226)

Checks and physical certificates
should be mailed to:

Fidelity Investments
100 Crosby Parkway
Mailzone KC1J-8007
Covington, KY 41015

Include your name and Fidelity Account# with (or on) the check or certificate
(if you are sending a stock certificate.  Write "National Financial" on the back as the "Attorney to Transfer Stock", then sign on the back with your account #)

Wires for your Fidelity Account should be sent to:

JP Morgan Chase
One Chase Manhattan Plaza
New York, NY 10005
ABA# 021000021
Credit to: National Financial Services LLC
Acct#066-196-221
Further Credit to: Your Name and Account # at Fidelity

(Note: If you would like to print this page, click in this page then
click on your right mouse button and select Print from the drop down menu
that appears).

 

Charles Schwab & Co. (DTC#0164)

Checks and physical certificates
should be mailed to:

Charles Schwab &Co.                                          Charles Schwab & Co., Inc.
FBO [insert your name]                                    Attn: National Service Team
Acct# in the memo field               OR              2423 E. Lincoln Drive
PO Box 52013                                                       Phoenix, AZ 85016
Phoenix, AZ 85072

Include your name and Schwab Account# with (or on) the check or
certificate (if you are sending a stock certificate.  Write "Charles Schwab &Co" on the back as the "Attorney to Transfer Stock", then sign on the back with your account #)

Wires for your Schwab Account should be sent to:

Citibank NA
111 Wall Street
New York, NY 10043
ABA# 021-000-089
Credit to: Charles Schwab & Co., Inc.
Acct#4055-3953
Further Credit to:
Your full Schwab Account Title and 8 digit Schwab Account Number

(Note: If you would like to print this page, click in this page then click on your right mouse button and select Print from the drop down menu that appears).

 

Learn More

Ridgewood Investments is dedicated to building life-long relationships with our clients, whether they be individuals and families, institutional investors or plan sponsors. By maintaining our focus on long-term investment strategies and long-term compounding, we are committed to helping our clients navigate through all market environments with an approach grounded in intelligent investing. Learn more:

Working With Ridgewood

Working with Ridgewood Investments is enhanced by our client-centric focus to everything we do. At Ridgewood our primary goal is to treat each of our clients the way we would want to be treated if our positions were reversed. As part of this client-centric focus, Ridgewood Investments strives to give each long-term client a quality service experience featuring:

  • Easy Client Onboarding
  • Fee Transparency and Value
  • Excellent Client Service
  • Portfolio Customization
  • Educational Approach
  • Invitations to Firm Events and Seminars

Talk to Ridgewood

If you are actively searching for assistance with your investment portfolio or would simply like to have a dialogue with Ridgewood Investments about the ways that our services might be of assistance, you have multiple options.

You can engage in a dialogue with our firm and learn more about our capabilities and offerings in the following ways: