Giving Stocks and Mutual Funds
Photo by Christin Hume
Giving Stocks and Mutual Funds just got easier!
You can now transfer directly from your Vanguard or Fidelity brokerage accounts.
To Transfer simply enter the name on the account and the account number.
For Vanguard:
Name: Trees, Water & People, Inc - Brokerage Account
Account Number: 82350069
For Fidelity:
Name: Trees, Water & People, Inc
Account Number: 39900000720407864
Don’t have a Fidelity or Vanguard account? You can still transfer using UBS Wealth Management. For that you will need our account number (RC 09649) and UBS’s DTC number (0221).
If you have any questions please contact Diane Vella, TWP Finance Director at 970-233-2404 or diane@treeswaterpeople.org.
