Daffy members can recommend a new plan to replace an existing custom liquidation plan. If approved, the new plan will replace the original.
Supported Plan Changes
The following custom liquidation plan changes are currently supported:
Original Plan | New Plan |
Hold indefinitely | Immediate full liquidation (all shares) |
Hold indefinitely | Immediate partial liquidation (some shares) |
Hold (any number of months) | Hold indefinitely |
Gradual (monthly liquidation) | Immediate full liquidation (all shares) |
Gradual (monthly liquidation) | Immediate partial liquidation (some shares) |
Gradual (monthly liquidation) | Hold (any number of months) |
Gradual (monthly liquidation) | Hold indefinitely |
Recommend a New Plan
You can recommend a new plan once every 30 days. If you’ve changed your plan in the last 30 days, you won’t see the Recommend new plan option.
On Web
Log into your Daffy account.
Click on Contributions.
Click on the contribution with the custom liquidation plan.
Click on the link to Recommend new plan.
Follow the prompts and click Submit.
On iOS
Open the Daffy app.
Go to Contributions.
Tap the contribution with the custom liquidation plan
On the details page, tap Recommend new plan.
Follow the prompts and tap Submit.
Please allow 1-3 business days for us to review your new plan recommendation. Daffy will email you a confirmation if it is approved.