Resources for Financial Advisors
Everything you need to help your clients donate appreciated stock to TEEI. Access transfer instructions, tax summaries, and compliance documents.
Quick Reference
Advisor Resources
Transfer Instructions
Step-by-step instructions for all major brokers
Access ResourceTax Calculation Summary
Detailed tax benefit calculations for your clients
Access ResourceYear-End Deadlines
Broker-specific deadline calculator
Access ResourceDocument Templates
Download transfer forms and authorization letters
Access ResourceImpact Metrics
See how client donations create educational opportunities
Access ResourceContact Support
Direct line to our stock donation team
Access ResourceYear-End Deadline Calculator
Help your clients meet year-end tax deadlines
Year-End Deadline Calculator
Find the latest date to initiate your stock donation for 2026 tax benefits
Select your broker above to see your year-end deadlines
Transfer Instructions by Broker
Broker-specific instructions and account information
Fidelity Investments
3-5 business daysStep-by-Step Instructions
- Log in to Fidelity.com
- Navigate to 'Accounts & Trade' → 'Transfer Securities'
- Select 'Transfer to another firm'
- Enter DTC number: 0226
- Enter account number: PLACEHOLDER-FIDELITY
- Enter account name: The Educational Equality Institute
- Select shares and quantity to transfer
- Review and submit
Fidelity typically processes transfers quickly. Call ahead if transferring more than $50,000.
Quick Access QR Code
Scan with your phone to save account information
Charles Schwab
3-7 business daysStep-by-Step Instructions
- Log in to Schwab.com
- Go to 'Service' → 'Transfer Assets'
- Select 'Transfer Out'
- Choose 'DTC Transfer'
- Enter receiving firm DTC: 0164
- Enter account number: PLACEHOLDER-SCHWAB
- Select securities to transfer
- Confirm and submit
Schwab may require a Medallion Signature Guarantee for large transfers.
Quick Access QR Code
Scan with your phone to save account information
Vanguard
5-7 business daysVanguard requires a paper form for charitable stock transfers. Download, complete, and mail or fax.
Quick Access QR Code
Scan with your phone to save account information
E*TRADE
3-5 business daysStep-by-Step Instructions
- Log in to etrade.com
- Navigate to 'Customer Service' → 'Forms & Applications'
- Select 'Transfer Assets'
- Choose 'Outgoing Transfer'
- Enter DTC number: 0385
- Complete transfer details
- Submit request
E*TRADE is now part of Morgan Stanley. Some accounts may use Morgan Stanley transfer process.
Quick Access QR Code
Scan with your phone to save account information
Merrill Lynch
5-10 business daysContact your Merrill Lynch advisor to initiate the transfer. They will guide you through the process.
Quick Access QR Code
Scan with your phone to save account information
Morgan Stanley
5-10 business daysMorgan Stanley clients should contact their Financial Advisor to initiate charitable transfers.
Quick Access QR Code
Scan with your phone to save account information
UBS
7-10 business daysUBS requires all stock transfers to be initiated through your Financial Advisor.
Quick Access QR Code
Scan with your phone to save account information
Raymond James
5-7 business daysContact your Raymond James advisor to coordinate the transfer.
Quick Access QR Code
Scan with your phone to save account information
J.P. Morgan
7-10 business daysJ.P. Morgan Private Bank clients should work with their banker to initiate stock gifts.
Quick Access QR Code
Scan with your phone to save account information
Robinhood
5-7 business daysStep-by-Step Instructions
- Open Robinhood app
- Tap 'Account' → 'Settings'
- Select 'Transfer Account'
- Choose 'Transfer to Another Brokerage'
- Enter receiving DTC: 6769
- Enter account details for TEEI
- Submit transfer request
Robinhood may charge a $75 ACAT transfer fee. Contact support to see if fee can be waived for charitable transfers.
Quick Access QR Code
Scan with your phone to save account information
TD Ameritrade
3-5 business daysStep-by-Step Instructions
- Log in to tdameritrade.com
- Go to 'My Account' → 'Transfer Assets'
- Select 'Transfer Out'
- Enter DTC number: 0188
- Complete transfer details
- Submit request
TD Ameritrade is merging with Schwab. Some transfers may go through Schwab process.
Quick Access QR Code
Scan with your phone to save account information
Interactive Brokers
3-5 business daysStep-by-Step Instructions
- Log in to Client Portal
- Navigate to 'Transfer & Pay' → 'Transfer Positions'
- Select 'Outgoing'
- Enter receiving DTC: 0534
- Enter account details
- Submit transfer
IBKR supports easy online transfers. No paper forms required.
Quick Access QR Code
Scan with your phone to save account information
Document Downloads
Download transfer forms, authorization letters, and tax summaries
Download Documents
Access all documents related to your stock donation
Impact at a Glance
Questions or Need Support?
Our stock donation team is here to help you and your clients. Contact us for personalized assistance.