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What information does my brokerage need to send my shares to Daffy?

Support avatar
Written by Support
Updated yesterday

πŸ›‘ Please make sure that you create a matching stock intent in your Daffy account before initiating a transfer with your brokerage.

To contribute securities to Daffy, share the information below with your brokerage or financial advisor.

Receiving Brokerage Firm Name: Apex Clearing
​Receiving Brokerage Firm DTC Number: 0158
​Receiving Account Owner Name: Daffy Charitable Fund

Receiving Account Number: 9SC05050 (Note: This account number has 3 zeros, not the letter O)
​Receiving Brokerage Contact Name: Apex Clearing Corp. (No specific person)
​Receiving ο»ΏBrokerage Phone Number: 214-765-1345
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​Additional information (if needed):
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Daffy's EIN or Tax ID: 86-3177440

Daffy's Address: 221 Main Street, #2061, Los Altos, CA 94023

Daffy's Contact Information: support@daffy.org
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If your brokerage requires any other information, email us at support@daffy.org.


πŸ‘‰ Brokerage-specific instructions below:
​
​Betterment
​Schwab
​Fidelity

​E*Trade
​Vanguard
​Merrill

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