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COGENT PORTAL

A Modern Way to Monitor Your Wealth

Download the COGENT Portal Mobile App

Use this portal to stay updated with your financial plan, net worth and your managed account's performance, asset allocation and holdings.  Also, use the vault feature to view important documents like your account application, investment advisory agreement, financial plans, estate planning documents and more.

 
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Phone

Robb Wettergren

(720) 583-8825

or,

Service Team

(877) 819-8918 Ext. 1

Address

Equity Trust Company

Attn: EAS Operations Team

1 Equity Way

Westlake, OH 44145

charles
SCHWAB

Address

Phone

Charles Schwab & Co.

Attn:  AS Document Control

1945 Northwestern Drive

El Paso, TX 79912

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Address

Phone

TD Ameritrade Institutional

7801 Mesquite Bend Drive, Suite 112

Irving, TX 75063-6043

Important Information for All Check Deposits
Make Checks Payable To:
[Custodian Name] FBO [Name on Account + Account Type + Account Number]
 
For Example:
"Equity Trust Co FBO Sallie Smith IRA D12345678"
Equity Trust Co = Custodian Name
Sallie Smith = Name on Account
IRA = Account Type
D12345678 = Account Number
FBO stands for "For the Benefit of"
 
More Examples:
"Charles Schwab & Co. FBO The Smith Family Trust 1234-5678"
Notice that the word "Trust" does double-duty in this case - indicating account type while being part of the account's name.
or
"Equity Trust Co FBO John and Sally Smith Joint D12345678"
or
"TD Ameritrade FBO Sallie Smith ROTH IRA 12345678"
or
"TD Ameritrade FBO Sallie Smith 401k 12345678"
For IRA & ROTH IRA Deposits:

Ensure Tax Year is in the Memo Section of the Check.

Example: "2020 Contribution"

For 401k & 403b Deposits:

Ensure Tax Year and Contribution Type are in the Memo Section of the Check.

Example: "2020 Salary Deferral" or "2020 Employer Contribution"

For Mailed Checks:

Endorse "For Deposit Only" and sign the back.

Make a Copy of Your Check Front & Back and Hold Onto it Until Check is Deposited

For Checks Deposited via Mobile App:

Endorse Back of Check with "For Electronic Deposit to [Custodian Name] Only" and sign the back. 

Write Date Deposited on Face of Check and Hold Onto it Until Funds Have Been Released Into Your Account

 

*Important Disclosures:

Other Custodians may be available upon request or in special circumstances. Cogent Independent Advisors is not affiliated with Equity Trust Corporation, Charles Schwab & Co., TD Ameritrade Institutional, or any of their subsidiaries, or any other Custodian.

 

**Schwab is a registered Broker-dealer, and is not affiliated with "Cogent Independent Advisors" or any advisor(s) whose name(s) appears on this Website.  Cogent Independent Advisors is independently owned and operated. Schwab neither endorses nor recommends Cogent Independent Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Cogent Independent Advisors under which Schwab provides Cogent Independent Advisors with service related to your account.  Schwab does not review the Cogent Independent Advisors' Website, and makes no representation regarding the content of the Website.  The information contained in the Cogent Independent Advisors Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

 

TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC & TD Ameritrade Clearing, Inc., TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank, and is not affiliated with "Cogent Independent Advisors" or any advisor(s) whose name(s) appears on this Website.  Cogent Independent Advisors is independently owned and operated. TD Ameritrade Institutional neither endorses nor recommends Cogent Independent Advisors.

 

Equity Trust Company (ETC) is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. ETC is not affiliated with "Cogent Independent Advisors" or any advisor(s) whose name(s) appears on this Website.  Cogent Independent Advisors is independently owned and operated. ETC neither endorses nor recommends Cogent Independent Advisors.