Donating Stocks and Investment Assets

Overview 

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 Charles Schwab Equity Awards 

 

 Go to your Equity Awards account 

 Click the "Transfer Shares" link on the quick access panel 

 Select the symbol of share to transfer, then select "Gift to someone with a non-Schwab account". A list of your stocks will appear. 

 Set the quanitities of individual stocks to transfer. Once you've selected your stocks, scroll down and fill out the form with the following information: 

 

 

 

 Receiving firm name: PNC 

 U.S. 

 Receiving firm phone number: 855-762-4683 

 DTC number: 0226 

 Account number: 005783575 

 Account registration: Organization 

 Account holder name(s): Protohaven 

 

 Double- and triple-check the account number and DTC code. If these are incorrect, the shares may not transfer or transfer somewhere else! 

 5. Fill out the remaining (personal) information on the submission form, then click "Submit". You'll have one final chance to confirm everything, like so: 

 

 If it all looks good, click "Submit". Make sure to write down the confirmation number for your records in case there's an issue with the transfer.