Contribute Stocks and Other Securities: Instructions

Thank you for notifying us of your intent to contribute to your Fund. Greater Horizons cannot initiate the transfer, so please contact your financial institution and provide the following delivery instructions. Note your financial institution may require a letter of instruction and/or additional forms.

Deliver all DTC eligible securities to:
National Financial Services LLC (a subsidiary of Fidelity Investments)
DTC #0226
For credit to: Greater Horizons
Account: #645-771593
Contribution to: [Your Fund Name and Fund ID]

If the account is with Schwab, please use the following:
Schwab
DTC #0164
For credit to: Greater Horizons
Account: #6873-8828
Contribution to: [Your Fund Name and Fund ID]

Greater Horizons will sell the securities upon receipt. If you wish to retain the securities in your Fund, please contact contribute@greaterhorizons.org to find out if that is an option for your Fund.

Once received, it typically takes between one and four business days for your transfer to be liquidated and settled, and up to an additional week to be posted to your Fund.

Questions? Contact contribute@greaterhorizons.org.