Instructions for Accessing Morningstar Client Web Portal and Schwab Online

To access the Morningstar Client Web Portal or your Schwab account online, use the links to the right.  To reset your password for Morningstar, please call our office at 703-385-0870.  For your Schwab account, you can also call Schwab Alliance directly at 800-515-2157.

Instructions for Rollovers or Deposits to Schwab

For clients with existing IRA Rollover accounts at Schwab, checks for additional rollovers should be sent directly to Schwab at one of the addresses below.  Similarly, clients who would like to make deposits to their taxable, IRA, or Roth IRA accounts by check can send them to one of the addresses below.  We suggest writing the last 4 digits of your existing account in the memo line of the check (e.g. x1234).

US Mail
Charles Schwab & Co., Inc.
P.O. Box 628290
Orlando, FL 32862-8290

Overnight Mail
Charles Schwab & Co., Inc.
1958 Summit Park Drive
Orlando, FL 32810-5931

Limits for Retirement Account Contributions

In 2024, the limits for contributing to defined contribution retirement accounts are as follows:

• 401(k), 457, 403(b), TSP:  $23,000
• IRA:  $7,000
• SIMPLE:  $16,000
• SEP:  $69,000

Catch-up contribution limits for employees age 50 and older are as follows:

• 401(k), 457, 403(b), TSP Catch-up:  $7,500
• IRA Catch-up:  $1,000
• SIMPLE Catch-up:  $3,500

Clients seeking to maximize their allowable retirement contributions should ensure that their withholdings for the year will reach, but not exceed, these limits.