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Wine Farm

Frequently Asked Questions

  • What are the firm's hours?
    SCM's normal business hours are from 6:30 am to 4:30 pm Monday thru Friday. Our office is closed on all major U.S. holidays including Good Friday.
  • Where are my investments held?
    No securities or cash are held at SCM. Rather all securities are held at the custodian financial institution where you opened your account, where SCM acts as an advisor on those assets.
  • Where do I mail a check for deposit to my Pershing account?
    Please do not send checks to Schnieders Capital Management. All checks should be deposited using mobile deposit or mailed directly to Pershing as follows: IRA contributions and checks to be allocated to multiple accounts (split checks)* Pershing LLC 1 Pershing Plaza Attn: Imaging Center 3rd Floor Jersey City, NJ 07399 Non-retirement Via Overnight Mail Pershing LLC Attn: 382121 500 Ross Street 154-0455 Pittsburgh, PA 15262-0001 Non-retirement via 1st Class Mail Pershing LLC PO BOX 382121 Pittsburgh, PA 15250-8121 Transfer Checks via Overnight Pershing LLC – Transfer Processing Attn: 382091 500 Ross Street 154-0455 Pittsburgh, PA 15262-0001 Transfer Checks via 1st Class Mail Pershing LLC – Transfer Processing PO BOX 382091 Pittsburgh, PA 15250-8091 *Please include the nine-digit account number on the face of each check. Note for Retirement Account Contributions, please write contribution type on the face of each check - Current year or Prior Year and for a SEP account Employer or Employee. Additional information: Make check payable to the title of the account or to Pershing LLC FBO the title of the account. (Checks made payable to Pershing Investment Manager Services, Pershing IMS, Pershing PAS or Pershing Advisor Solutions will not be accepted and will be returned).
  • Does Pershing have a Mobile app for depositing checks?
    Yes. Mobile check deposit is available. This feature provides a convenient, easy way for you to deposit checks into your account(s) held with Pershing Advisor Solutions. More information can be found in the mobile check deposit user guide below: Pershing Mobile Check Deposit Guide Link
  • How do I wire transfer funds to my Pershing account?
    Please provide the following details to the financial institution that will be transmitting the funds: Bank: ………………………………..Bank of New York Routing #: ……………………..……021000018 Beneficiary: …………………………Pershing LLC Beneficiary Account #: …………....890-051238-5 Ultimate Beneficiary: …………...... (Title of your account) Ultimate Beneficiary Account #: … (Your Pershing nine-digit account #)
  • Where do I send my check for deposit to my Charles Schwab account?
    Please do not send checks to Schnieders Capital Management. All checks should be deposited using mobile deposit or mailed directly to Charles Schwab & Co., INC at the following: Via U.S. Mail to: Charles Schwab & Co., INC P.O. Box 982603 El Paso, TX 79998-2600 Via Overnight Mail to: Charles Schwab & Co., INC 1945 Northwestern Drive El Paso, TX 79912 Additional information: Make check(s) payable to the title of the account or to Charles Schwab FBO the title of the account. Please include your account number on the check. For IRA contributions, please state the year that the contribution is to be applied. For SEP IRA contributions, please state Employer or Employee contribution. Checks payable from an insurance, escrow, or title company require the endorsement of each party named on the payee line.
  • Does Charles Schwab have a Mobile app for depositing checks?
    Yes. Mobile check deposit is available. This feature provides a convenient, easy way for you to deposit checks into your account(s) held with Charles Schwab & Co., INC. More information can be found in the mobile check deposit user guide below: Charles Schwab Mobile Deposit Link
  • How do I wire transfer funds to my Charles Schwab account?
    Please provide the following details to the financial institution that will be transmitting the funds: U.S. dollar currency only (originating inside U.S.) Bank: ……………………………..Citibank N.A., New York Bank address: …………………..399 Park Avenue, New York, NY 10022 Routing #: ………………………..021000089 Account: ……………………….....Charles Schwab & Co., Inc. Account #: ………………………..4055-3953 Ultimate Beneficiary: …………... (Title of your account) Ultimate Beneficiary Account #: (Your Schwab eight-digit account #)
  • Do you allow clients to make automatic deposits or withdrawals?
    Yes. You are able to set up direct deposit, periodic withdrawals or deposits from or to your bank account electronically, and more. Please contact our office for more information on how to link your brokerage account to your bank account for standing or periodic electronic transfers.
  • Will Schnieders Capital Management help me figure out my RMD (Required Minimum Distributions for my IRA’s?
    Yes. For inherited IRA accounts we may need to obtain more information from you.
  • Do you provide financial planning?
    Yes, we provide a range of financial planning services.
  • Do you charge for financial planning?
    No, we charge one inclusive fee that includes financial planning.

This website and information are provided for guidance and information purposes only.  Investments involve risk, including the potential loss of the principal invested, and are not guaranteed.  This website and information are not intended to provide investment, tax, or legal advice.  No part of this site nor the links contained therein is a solicitation or offer to sell securities or investment advisory services.  Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable and the information was accurate as of the time it was added to the website or market commentary but we do not warrant or guarantee the timeliness or accuracy of this information.

 

There are no warranties implied. Schnieders Capital Management, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SCM’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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USE OF LINKS TO OTHER WEBSITES: This website contains links to third-party websites. These links are provided solely as a convenience to you and does not imply an affiliation, sponsorship, endorsement, approval, investigation, verification, or monitoring by SCM of the contents on such third-party websites. SCM is not responsible for the content of any website owned by a third party that may be linked to this website regardless of whether the link is provided by SCM or a third party. SCM does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website. If you decide to access linked third-party websites, you do so at your own risk. Furthermore, no representation or warranty is provided for any software that you may download from a link from this website. Furthermore, SCM has no affiliation with Pershing, a subsidiary of Bank of New York Mellon or Charles Schwab & Co., Inc.

 

THIRD PARTY CONTENT: Through this website, you may have access to information relating to securities, indexes or the securities markets ("Market Data"). SCM may compile or obtain this Market Data from third parties who are independent of SCM. Even though the sources of the Market Data provided on this website are believed to be reliable, SCM is not responsible for, and makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability, or reliability of the Market Data. The Market Data that may be provided is not a complete summary or statement of all available information or data. SCM makes no express or implied representations or warranties, including but not limited to warranties of merchantability or fitness for a particular purpose, with respect to Market Data.”

 

*RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300. This award is no longer being offered.

Schnieders Capital Management, LLC (SCM) is a Registered Investment Advisor located in Pasadena, California. SCM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, have filed notice registrations, or are exempted from registration requirements. Registration with the SEC does not imply any level of skill or training. The purpose of this website is information distribution.
 

Any communications with prospective clients residing in states or international jurisdictions where Schnieders Capital Management, LLC and its advisory affiliates or registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. A copy of SCM’s current written disclosure statement discussing SCM’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Schnieders Capital Management, LLC upon written request.

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