During an emergency or natural disaster in which you cannot access your account through the Wealth Analytics website, please follow these steps:
Contact the Wealth Analytics office by phone. If you cannot contact the office by phone, or attempt to contact either principal on their mobile phone (these numbers have been provided to clients of the firm).
If you cannot contact the office or the principals of the firm, then contact your custodian directly:
• Shareholders Service Group (Pershing): (858) 530-1031
• Pershing LLC:1-888-367-2563
• Schwab Alliance (Charles Schwab): 1-800-515-2157
Please note: During an emergency or natural disaster you should be prepared to provide your account numbers. Wealth Analytics has made every effort to create a business recovery plan that will allow you to access your accounts during an emergency or natural disaster; however, we cannot guarantee that our plan will be successful in every circumstance.