How to Fund Your Account
Bank Name: JP Morgan Chase Bank, NY
Bank Address: One Chase Manhattan Plaza, New York, NY 10005
ABA # 021000021
Name: National Financial Services LLC
Account Number: 866196-221
For benefit of __________________ (Account Title)
For Final Credit to _______________(Account Number)
Check Depositing Instructions:
All checks must be payable to National Financial Services LLC. Please include your account number in the memo section of your check. Do not make checks payable to Damon Vickers and Company or Southeast Investments.
Please send all checks to the following address:
820 Tyvola Road Suite 104
Charlotte, NC 28217
Please follow the above instructions carefully when preparing checks for your account.
- Checks made payable to National Financial whereby the maker of the check is not identical to the owner of the brokerage account
- Checks referring to more than one National Financial account number; checks drawn against a line of credit
- Cash, money orders and traveler’s checks; checks made payable to cash
- Starter Checks
- Checks drawn against foreign banks; checks drawn in a currency other than U.S. Dollars
If you need any help or further assistance, please call customer service at (800) 553-0553.