6000 Turkey Lake Road,
Go to Schwab Allianceand use the User ID and password you created. When your account opens you will receive an email directly from TD Ameritrade prompting you to create a username and password. If you cannot find this email, reach out to a McDonough Capital team member and they will set up a User ID for you.
The McDonough Capital Personal Financial Website, or PFW, is a wonderful aggregator tool allowing you to view all of your accounts in one place (both accounts we manage and your personal accounts). At any time you can run reports to view your investment performance since account inception. The PFW also serves as a wonderful budgeting tool to help you manage your household spending. Your PFW will feed in account values and positions from Schwab or NFS directly. Reach out to the McDonough Capital team for educational literature about all the features and functionality of the website. The McDonough Capital staff is always available to reset your password if you get locked out. The Schwab Alliance is great if you are simply looking for daily account balances. The login in simple and will show you the cash and positions available in your account in real time. It does not have the same aggregating or reporting features that the McDonough Capital PFW has.
·Ask a McDonough Capital Management Team member for your existing IRA account number. ·Reach out to your previous employer’s HR Office and request a rollover check for your 401k. ·Ask your previous employer's plan administrator to make the check payable to TD Ameritrade Institutional and place your account number in the memo line. ·The rollover check will be mailed directly to your address of record. You can then either drop the check off at our office or mail it to us at 6000 Turkey Lake Road, Suite 212, Orlando FL 32819. We recommend using UPS or FedEx with tracking to mail large checks.
Yes. Our team now offers 401k/403b management while you continue to work. Our software allows us to analyze your companies fund selection (View fund internal management fees and historic performance) and make the right investment decision for you. Ultimately we will be able to invest your 401k/403b at the appropriate risk level and mitigate the internal management fees you are already being charged. The largest benefit to this is we will be monitoring your 401k/403b performance on a daily basis.
Yes. Our team offers 529 account management. Our software allows us to analyze your 529 fund selection (View fund internal management fees and historic performance) and make the right investment decision for you. Ultimately we will be able to invest your 529 at the appropriate risk level based on your child’s age and mitigate the internal management fees you are already being charged. The largest benefit to this is we will be monitoring your 529 performance on a daily basis.