150 Himmelein Road,
Please call or email our assistant Kathy Muller at (609) 714-0546 ext. 104 or Kathleen.email@example.com. She will do her best to answer your questions and coordinate a time to speak with your advisor.
Albridge Access: This website allows you to view all your accounts including year to date performance within one report. Please note, there may be a 1-2 day lag for Albridge to fully update account information.
Albridge Login Page
Fidelity Access: If you have accounts held at Fidelity, please login at www.Fidelity.com.
You can view current account balances, transactions within the account, access statements, tax documents, trade confirmations, records of the account and much more. Fidelity provides the most up-to-date information for your accounts. Clients have the ability to link various financial accounts to Fidelity (i.e. personal checking/savings accounts, outside brokerage accounts etc.), by linking your accounts to your Fidelity.com portal. Steps listed below:
• Click “Accounts/Trade” top left and then “Full View” under the drop down • If you haven’t logged in yet, it will prompt you to do so now • Scroll down to “Protection” and click “Add Account” • Click “I have an online login to this account” and then search for the financial institution you want to link • Click on the Institution and then click Continue • Finally click "Connect" and input your login credentials • Repeat to add additional accounts
With Fidelity, you will automictically receive hard copies of your statements via mail. You can enroll in paperless delivery notifications for account statements, trade confirmations, prospectuses and shareholder reports. To change to electronic delivery:
Go to the “Accounts & Trade” tab, click on “Documents” which brings you to your “Account Statement” page. To change to electronic delivery, on the right-hand side of the page, click the three dots option to “Edit Delivery Preferences”.
Albridge: If you are unable to login or get locked out of Albridge, please contact Kathy Muller immediately, and she will assist you.
Fidelity: If you are unable to login to Fidelity, please call Fidelity at 1-800-544-6666.
If you would like to take a distribution out of your accounts, please contact the Head of Client Relations, Kathy Muller.
Once we confirm your distribution request, trades take approximately 3 business days to settle. Once trades settle, the distribution can be sent electronically to your bank account on file within 24-48 hours. Our custodian can also mail a check to your address of record which generally takes about 7 to 10 business days.
For all of our clients over the age of 73 1/2, we keep track of distributions and set up a periodic distribution plan. If you hold accounts with another firm and take a distribution, please notify us so we may update our records. If you are concerned that you have not satisfied your required minimum distributions for the current year, please notify us by December 1st so that we can expedite your withdrawal.
Checks should be made payable to Fidelity for brokerage account deposits. In the memo area you can place your account number on the check. On the back of the check, it MUST read: DEPOSIT ONLY TO MY FIDELITY ACCOUNT.
Please note, your investment may be held directly by a mutual fund company or annuity company. If you are unsure, please contact Kathy Muller. Due to the USA Patriot Act, we are unable to accept bank checks or cashier’s checks, only personal checks. Please mail all checks to MFG Investments for processing (150 Himmelein Road, Medford, NJ 08055).
Please call or email us and we will update your records. Please let us know if you have a seasonal address.
Our role as your fiduciary means we must always put the interests of our clients before the interests of MFG Investments. The advice will always be in your best interest.
Each of our advisors has a written succession plan within MFG Investments. If something were to happen to your advisor, we have a structured continuity plan in place to ensure that you would receive seamless advice, allowing you to become comfortable with your new advisor. To that end, you will notice that at some of your appointments, there are multiple advisors in the room.