Daffy

Support

Find and edit your account information and settings

Manage Your DAF

How do I change my fund name and default settings?

What is my Daffy account number?

Where is my referral link?

Profile Information

Where can I find my annual tax summary?

Where can I find my account statements?

Access your account statements and tax summaries

Documents

How do I add people to my Daffy fund?

What role permissions do members of my fund have?

How do I remove someone from my fund?

How do I name an account successor or charitable beneficiary?

Fund Access & Roles

How do I reset my Daffy password?

How do I change my Daffy login?

How do I change my Daffy membership?

How do I close my Daffy account?

Account Changes

Find answers and get help from Intercom Support and Community Experts

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