Skip to main content

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

Support avatar
Written by Support
Updated this week

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
​
​Additional information (if needed):
​

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
​
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

Did this answer your question?