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Deposit Funds
SECURE LOG ON
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Overnight, Certified or Signature Required Mail
 
Make your checks payable to Pershing LLC and send your funds to the following address:
 

Hewitt Financial Services
7201 Hewitt Associates Drive
Charlotte, NC 28262

 
Regular Mail
Non-Retirement Account Deposits Retirement Account Deposits
Please make all checks payable to Pershing LLC.

All regular mail check deposits should be sent to:

Hewitt Financial Services
PO Box 563901
Charlotte, NC 28256-3901

Please make all retirement checks payable to Pershing LLC FBO (your name).

Be sure to include a Contribution Form and/or write your retirement account number, contribution year and type of contribution on the face of the check.

All regular mail retirement check deposits should be sent to:

Hewitt Financial Services
PO Box 563901
Charlotte, NC 28256-3901

**Please note that if you have a Self-directed brokerage account with Hewitt Financial Services you cannot deposit funds directly into this account. Funds can only be transferred to and from your core 401(k) account**
** Please do not send Overnight, Certified or Signature Required mail to the PO Box address.
 
Wire Funds
Non-Retirement Wire Deposits Retirement Wire Deposits
To transfer funds to Hewitt Financial Services via wire, provide the following instructions to the financial institution that will be transmitting the funds on your behalf.

Bank: Bank of New York
ABA Number: 021000018
Beneficiary: Pershing LLC
Beneficiary Account Number: 890-051238-5
Ultimate Beneficiary: Your Name
Ultimate Beneficiary Account Number:
 Your HFS brokerage account number
To transfer funds to Hewitt Financial Services via wire for your retirement account provide the following instructions to the financial institution that will be transmitting the funds on your behalf.

Bank: Bank of New York
ABA Number: 021000018
Beneficiary: Pershing LLC
Beneficiary Account Number: 890-051238-5
Ultimate Beneficiary: Your Name
Ultimate Beneficiary Account Number:
 Your HFS brokerage account number

Be sure to send a Contribution Form to Hewitt Financial Services with information regarding the wire deposit.

**Please note that if you have a Self-directed brokerage account with Hewitt Financial Services you cannot deposit funds directly into this account. Funds can only be transferred to and from your core 401(k) account**
 
ACH
Non-Retirement ACH Deposits Retirement ACH Deposits
Complete an ACH Authorization Agreement and mail or fax the form and a voided bank check or savings deposit slip to Hewitt Financial Services at:

Hewitt Financial Services
PO Box 563901
Charlotte, NC 28256-3901
Fax: 847.554.1444

Complete an ACH Authorization Agreement for Retirement Plans and mail or fax the form and a voided bank check or savings deposit slip to Hewitt Financial Services at:

Hewitt Financial Services
PO Box 563901
Charlotte, NC 28256-3901


**Please note that if you have a Self-directed brokerage account with Hewitt Financial Services you cannot deposit funds directly into this account. Funds can only be transferred to and from your core 401(k) account**
 
Hewitt Financial Services restricts the withdrawal of funds deposited by check for seven (7) business days after receipt of the check. However, this withdrawal restriction does not affect automatic investment into the Hewitt Money Market, reduction of any debit balance or the ability to pay for or purchase additional securities.
 

Acceptable Forms of Deposit:

  • Personal checks drawn on domestic banks. In order for this to be acceptable, your brokerage account registration must be identical to that of the maker of the check.

  • Checks drawn on joint checking accounts.

  • Bank checks over $10,000.

Unacceptable Forms of Deposit:

  • Checks with double endorsement (third party checks).

  • Cash, money orders or travelers checks.

  • Checks made payable to cash.

  • Bank checks (non-personal) under $10,000.

  • Checks drawn on foreign banks.

  • Starter checks.

  • Checks drawn in a currency other than US dollars.

  • Checks drawn against lines of credit (for example, Discover or Visa) or home equity loans.

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