Mailing investment checks

ARTICLE TAKEAWAYS

  • Who checks should be made payable to
  • The information that should be included with investment checks
  • The address where investment checks should be mailed

You can add money to most accounts online by linking your bank account for investing via Automated Clearing House (ACH) or by mailing a check with investment instructions. Consider talking to your financial professional before investing. They can offer advice and help you make decisions that support your long-term financial plan.

To mail a check with instructions to make an investment into your account:

1. Make your investment check payable…

To: When
Capital Bank and Trust Company (CB&T) Capital Bank and Trust Company or CB&T is in the account registration
CollegeAmerica® CollegeAmerica is in the account registration
ABLEAmerica® ABLEAmerica is in the account registration
American Funds All other account registrations

Note: We do not accept checks payable to a third party.

2. Include the following instructions with your check:

  • Account registration
  • Account number
  • Amount to invest into each fund
  • Contribution year (if applicable, when contributing to a traditional or Roth IRA)


3. Provide your name and contact number.

4. Mail the check and instructions to the service center closest to you.

Related content

Link a bank account for investments and withdrawals

Automatic transactions

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