A stock intent is a short form you complete on Daffy that helps us identify and attribute your incoming securities transfer once your brokerage sends the shares.
🛑 A Daffy stock intent does not initiate the transfer itself. You’ll still need to complete that step directly with your brokerage firm.
To create an intent, go to Add Funds > Stocks, ETFs, & Mutual Funds in your Daffy account.
How it works
Example: You plan to contribute 10 shares of Apple (AAPL) from your Fidelity account to your Daffy account:
Steps:
Log into your Daffy account and create a stock intent for these shares (Add Funds > Stocks, ETFs, & Mutual Funds).
Follow Fidelity's instructions to initiate the transfer from your brokerage account.
When Daffy receives the shares from Fidelity, we match the incoming stock to your intent and credit your fund once the transfer settles.
Why it’s important
Creating an intent helps Daffy accurately match your incoming transfer to your account, avoiding delays in crediting your contribution once it’s received.