Your Secure Account Access Portal
We have put together a quick review of your account's operations. Here you will find information on account fees, address changes, types of accounts, account numbers, and sending money to your account. Also listed are helpful links that'll lead directly to your clearing agent's sign-on page.
Regardless, if you have any questions, please do not hesitate to contact us. We look forward to assisting you in meeting your long-term financial goals.
Account Fees
The Cetera Advisors Fee Schedule is a complete list of account fees. Contact us for an updated copy.
Address Change
You should call us to update your address. Or mail us an address change request. Note that all account holders must sign the request.
Types of Accounts
At Gundrum Gundrum Insurance & Investments, LLC, we offer several types of accounts. Qualified and non-qualified money accounts. Contact us for details.
IRA Accounts
Investors can set up IRAs (Individual Retirement Accounts), and the assets can be invested in stocks, mutual funds, CDs, bonds, etc. Contact us for IRA annual fees; there are no minimums.
Account Numbers
Your Cetera Advisors LLC account number is in the form of a nine-digit number starting with “JF8.” This is the number you should always use when submitting checks, wire transfers into the account, stock certificate deposits, etc.
Once the account is opened, you can call us to obtain the above numbers. They cannot be sent by email due to security concerns.
Sending Money to Your Account
Checks
Checks should be made payable to “Pershing, LLC FBO: JF8xxxxxx” (this is your 9-digit account number)
Mail the check to our office address:
Gundrum Insurance & Investments, LLC
101 E. Washington St.
Slinger, WI 53086
Checks must be in US dollars and drawn from a US bank. When the check is deposited, the funds are held for 7-10 business days before any withdrawals can occur but may be used immediately for investment within the account.
Wire Transfers
Please contact us for wire transfer and ACH—Direct Deposit information
Mobile Deposit
If you have access to the AdviceWorks app, you can upload checks for deposit to your Cetera/Pershing account.
*The AdviceWorks app can be downloaded via the Apple App Store or Google Play Store