National Financial Services (Checks may also be made payable to

Check Writing Requirements

When contributing funds to your account(s) at Mid Atlantic Capital Corporation:

Checks should be made payable to National Financial Services (Checks may also be made payable to NFS fbo

Checks should have the receiving account number written on it. (Stein Wealth will write the account number on the checks before forwarding )

Checks will be forwarded to the following address: Mid Atlantic Capital Corp. 1251 Waterfront Place, Suite 510 Pittsburgh, PA 15222-2006

Rollover Checks being issued by a retirement plan should be made payable to National Financial Services fbo . Checks should include account number

Stein Wealth Advisors will forward Rollover checks to Mid Atlantic Capital, or do the mobile deposit, however if you wanted to mail them directly, use the address below:

NFS c/o Mid Atlantic Capital Corp. P.O. Box 23035 Pittsburgh, PA 15222-2006

When making payments for Financial Planning or Consulting fees, checks should be made payable to Mid Atlantic Financial Management Inc. and should be sent to the Stein Wealth.

Planning Fee payments will then be forwarded from our office.

Securities offered through Mid Atlantic Capital Corporation (MACC), member FINRA/SIPC. Advisory services offered through Mid Atlantic Financial Management, Inc. (MAFM), a registered investment adviser.

Trust services offered through Mid Atlantic Trust Company (MATC), a non-depository trust company. Stein Wealth Advisors, LLC is not a registered entity or a subsidiary or control affiliate of MACC, MAFM or MATC.

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