π 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.
When you contribute stock to your Daffy fund, you can recommend how those shares are liquidated, immediately or on a custom schedule. Learn more here.
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βReceiving Brokerage Firm Name: Apex Clearing
βReceiving Brokerage Firm DTC Number: 0158
βReceiving Account Owner Name: Daffy Charitable Fund
Receiving Account Number for Immediate Liquidation: 9SC05050 (Note: This account number has three zeros)
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βReceiving Account Number for Custom Liquidation: 9SC05015
βReceiving Brokerage Contact Name: Apex Clearing Corp. (No specific person)
βReceiving ο»ΏBrokerage Phone Number: 214-765-1345
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βAdditional 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.
π Brokerage-specific instructions below:
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βBetterment
βSchwab
βFidelity