Ridgewood Client Center

Client Portals

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:

Mail and Wire Instructions

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​
P.O. Box 919094​
San Diego CA 92191-9094

OR

TD Ameritrade Insitutional
4075 Sorrento Valley Blvd, Suite A
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

Charles Schwab & Co. (DTC#0164)

Checks and physical certificates should be mailed to:

Charles Schwab &Co.
FBO [insert your name]
Acct# in the memo field
PO Box 52013
Phoenix, AZ 85072

OR

Charles Schwab & Co., Inc.
Attn: National Service Team
2423 E. Lincoln Drive
Phoenix, AZ 85016

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

FolioInvesting

Wires

Account Name: Folio Investments, Inc.
Our Bank for Wires:
US Bank NA
One US Bank Plaza
St. Louis, MO 63101

Routing/ABA Number: 081000210
Account Number: 153910326385

For Further Credit: “Your account name” and “your account number”
Your bank or financial institution may charge you a fee for this service.

​Checks

To deposit a check to your FolioInvesting account, follow these steps.
1. Make your check payable to Folio Investments, Inc.
2. Write your account number on the check: XXXXXXXXX

Mailing Address:
Folio Investments, Inc.
PO Box 10246
McLean, VA 22102-3888

Overnight & Express Address:
Folio Investments, Inc.
Attn: Cash Management
8180 Greensboro Drive, 8th Floor
McLean, VA 22102

Telephone: 703-245-4000