Transfer Securities from Fidelity into BlueGive
To transfer securities from your Fidelity account to your BlueGive DAF, follow these instructions which outline setting up a journal entry from your Fidelity account to GiveClear Foundation's Fidelity account (the 501c3 that supports BlueGive):
In Wealthscape, find and select the standing payment instructions form:
Fill out the Account Owner information on behalf of the client and include any originating accounts they may use to fund their DAF account:
Set up a One-Directional Journal to GiveClear Foundation’s account. The account number is 628703323:
Both the client and advisor (or advisor representative) will sign the form and submit to Fidelity for processing:
