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LMK Wealth Management - Frequently Asked Questions |
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Submitted by Amie Snyder
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1. How do I make deposits to my account (s)?
- Make checks payable to National Financial Service or NFS
- Mail to: LMK Wealth Management 759 S Federal Highway Suite 301 Stuart FL 34994
- Please include your account number on the memo line of the check
2. How can I view my account online?
Please contact LMK Wealth Management at 772-283-3403 to request a user ID and pin number. The set up usually takes 24 hours. The web site address is: www.mystreetscape.com/my/midatlantic
3. Is it possible to download my account information into Quicken?
Yes. Please contact LMK Wealth Management for detailed instructions.
4. How do reset my pin number?
Please contact LMK Wealth Management to request a pin reset.
5. Required Minimum Distributions, when are they required to be completed by?
December 31 of each calendar year, please contact our office and we will provide a distribution form which is necessary to complete your required minimum distribution.
6. IRA Contributions, how much and when?
IRA contributions must be post marked by April 15th. Please refer to your tax advisor for the maximum amount allowable.
7. Mid Atlantic and National Financial Services, Who are they?
Securities in accounts carried by National Financial Services, LLC (“NFS”), a Fidelity Investments company, are protected by Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including cash claims limited to $100,000). For details, go to www.SIPC.org.
NFS has arranged for additional protection for cash and covered securities to supplement its SIPC coverage. This additional protection covers up to an aggregate loss limit of $1 billion for all customer claims of which $1.9 million may cover cash awaiting reinvestment at the individual account level. This protection becomes available in the event that SIPC limits are exhausted. Neither coverage protects against a decline in the market value of securities.
8. How to read your statement?
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