Gift of Publicly Traded Securities Instructions

  1. Work with your advisor to complete the appropriate Donations of Securities to a Charitable Organization form through your broker using the following information:

Brokerage:

BMO Investorline

Account Number:

239-13214

Address of Broker:

First Canadian Place 100 King St W Floor B1 Toronto, Ontario M5X 1H3

CUID:

NTDT

Dealer Rep Code:

9185

DTC #:

5043

Euroclear:

90098

RBC DI Contact:

1-888-776-6886

  1. Email complete form to donations@givewise.ca and be sure to include the following information in your email:

  • Giving Fund Username

  • Giving Fund Number

  • Instruction for investing security into Separately Managed Account (if applicable)

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