Frequently Asked Questions
Helpful Information
Here are some helpful answers to a few of the commonly asked questions we receive. Feel free to contact our team if you have additional questions not covered here.
How do I make deposits?
By check: Checks should be made out to the name on the account or to National Financial Services. You should write your account number in the memo field. If it’s for an IRA, let us know the tax year. If it’s a prior year IRA deposit, please try to get the deposit to us by April 1. You can drop off checks at our office, or mail them to us at: 1662 US Highway 395N #203, Minden, NV 89423.
*Please note: Checks cannot be made out to TruNorth Wealth Management. If they are, we will have to be returned.
By Electronic Funds Transfer (EFT): We can pull money from your local bank account where we have already established an EFT link. Just call and let us know how much you would like to transfer.
From my investments: If you have an investment account at another firm and would like us to manage it, we can transfer the account here electronically. Send us a copy of the statement and we will send you a Transfer of Assets form to sign. There are no tax implications or costs for making a transfer. If the other firm charges you a fee, then send us a copy of the statement and we will reimburse you.
Making periodic deposits: We can establish a regular schedule of deposits, either monthly, quarterly or annually. We can also have the amount changed easily and skip months if necessary.
Helpful Information
By Electronic Funds Transfer (EFT): We can establish a link between your local bank account and your investment accounts. We can then send money to you electronically. It can be done once in a while or in regular monthly installments. This is a free service.
By check writing: We can establish check writing for most investment accounts including IRAs.
By debit cards: We can establish debit cards for regular investment accounts.
By issuing checks: We can issue checks to either the name of the account or to a third party. If the check goes to a third party, we will need a signature.
By wire transfer: If time is of the essence, we can complete a Fed wire transfer. This is usually done with escrows.
Which broker/dealer do you work with?
We affiliate with Cambridge Investment Research, Inc. and they are here to help us help you. They can be reached at 888.245.0452. Cambridge can help with any question if we’re not available.
How do I view my accounts online?
Simply visit WealthscapeInvestor.com.
We will provide you with instructions to log in to your account for the first time. From there you can see all your accounts and investments.
How does your online document vault work?
With our online document vault, we can securely store your important documents, like wills, trusts, and other documents like copies of your driver’s license and passport. We can store copies of credit cards and basically anything else you might need access to while traveling.
What if Danette is out of the office?
Throughout the year, I attend several continuing education conferences to stay current in the financial planning industry, and I also take time for personal vacations. From time to time, I’m invited to speak at events for other financial professionals as well.
When I’m away from the office, I always update my voicemail and activate an “Out of Office” notification on my email with my expected return date. During these times, my team monitors my email and ensures any urgent matters are addressed promptly.
If you need immediate assistance while I’m away, please don’t hesitate to contact our office at 775-364-0010 or email us at Hello@TruNorthWealth.com. My team is happy to help and will make sure your needs are taken care of.
Find Your Financial Compass
Are you ready to advance confidently on your financial journey? Reach out today to learn how we can help.