🛑 Please make sure that you create a matching stock intent in your Daffy account before initiating a transfer with your brokerage.
When you contribute securities to your Daffy fund, you can recommend immediate or custom liquidation. Learn more here.
To contribute securities to Daffy, share the information below with your brokerage or financial advisor.
Information for Daffy's Receiving Account:
Brokerage Firm Name: Apex Clearing
Brokerage Firm DTC Number: 0158
Account Owner Name: Daffy Charitable Fund
Brokerage Contact Name: Apex Clearing Corp. (No specific person)
Receiving Brokerage Phone Number: 214-765-1345
Daffy's Account Numbers:
Immediate liquidation: 9SC05050 (Note: This account number has three zeros)
Custom Liquidation: 9SC05015 (Note: This account number is for philanthropist members)
Additional information (if needed):
Daffy's EIN/Tax ID: 86-3177440
Daffy's Address: 221 Main Street, #2061, Los Altos, CA 94023
Daffy's Contact Information: support@daffy.org
If your brokerage requires any other information, email us at support@daffy.org.
👉 Brokerage-specific instructions below:
Betterment
Schwab
Fidelity