Custodian Information

Charles Schwab & Co.

To call: 1-800-515-2157
Online: www.Schwaballiance.com

To make deposits:

Make sure to include your account number on your check and mail it to:

Charles Schwab and Co, Inc.
Attn: West - Cashiering
P.O. Box 982603
El Paso, TX 79998-9952

You may also drop your deposit off at a local Schwab office.

To wire funds TO Schwab: Please contact SWA for instructions

Fidelity

To call: 1-800-544-5442
Online: www.fidelity.com

To make deposits or mail forms:

Make sure to include your account number on your check and mail it to

Overnight Courier Address:
Fidelity Investments
100 Crosby Parkway
Covington, KY 41015

Regular Mail Address:
Fidelity Investments
P.O. Box 770002
Cincinnati, OH 45277-0074

You may also drop your deposit off at a local Fidelity office.


To Wire Funds TO Fidelity:  Please contact SWA for instructions