Please contact our Administrative Team by calling our main line at (607) 217-5091 and press 3 when presented with the automated options. You can also reach them by pressing 0 at any time, or by simply staying on the line through the automated options and you will be routed to a team member for assistance.  

Please be prepared to provide your full name, your custodian of either Fidelity or Schwab, and the last four of your Social Security number for security verification purposes. Please know that it can take 3 to 5 business days for your request to be processed. 

Please be aware we need to speak verbally with you to process these requests. We cannot process them from an email or voicemail. 

Please contact the Operations Team by calling our main line at (607) 217-5091 and press option 0 when presented with the automated options. You can also reach them via email at operationssupport@seedpg.com for assistance.  

Please allow up to 24 hours, or a full business day, for a response. 

Please contact our Administrative Team by phone or email at service@seedpg.com or (607) 217-5091, option 0. Please allow up to 24 hours, or a full business day, for a response. 

1. If you have better dates/times that would work best for you, please feel free to include them in your email or voicemail. This will help us better assist you in getting scheduled or rescheduled if we do not connect on the first attempt.  
2. If possible, please call no less than 72 hours (about 3 days) prior to the time of your meeting if you need to reschedule. We understand that last-minute emergencies may happen, but our planners put great effort into planning for your meetings, and that work will need to be redone if we need to reschedule.  

Please reach out to your planner to discuss this. We will need a voided check or a letter on a bank letterhead including your full name, routing number and account number. 

 

A new payment authorization form will need to be completed and signed.  

Please contact our Administrative or Operations Team by calling our main line at (607) 217-5091, you may press 0 at any time or simply stay on the line through the automated options and you will be routed to a team member for assistance. 

Please click on the blue button in the middle of the email, “Read the Message.” This will take you to a webpage that will allow you to request a one-time passcode. Once you select “sign in with a one-time passcode”, it will inform you that a code was sent to your email and request you enter the code to continue. Do not close this webpage. Go back to your email and open the new email you received containing that code. Please copy and paste the code, or write it down, then go back to that webpage, enter the code in, and hit continue.

Please allow the email time to open and load all attachments. 

 

When you receive an email requesting your electronic signature, please follow the guidelines and safety precautions below.  

1. You should only ever receive requests from Adobe, DocuSign through Fidelity, Fidelity’s digital platform, DocuSign through Schwab, or Schwab’s digital platform. 
2. If you are signing through Fidelity or Schwab, it should prompt you to login to your accounts for verification.  
3. Your Adobe signing will require a password. This should’ve been provided to you by someone on the Operations Team. If you did not receive an email or phone call with this information, please reach out using the information above. 
4. All emails should directly state who they are from, including mentioning S.E.E.D. in some way. Please use caution, and if you have any doubt that an email is from us, always call, and we can confirm.

 

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