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Gift of SecuritiesInstructionsTransfer Authorization Form 1. Donor Information1. Complete this Gift of2. Contact Us your broker will advise us of the securities donation and well provide our brokers
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Anyone who has inquiries, concerns, or requests related to their brokerage account or services provided by their broker may need to contact their broker. This includes both individual investors and institutional clients.
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Contacting your broker refers to reaching out to your designated broker or financial advisor for any inquiries or assistance regarding your investments or financial transactions.
Anyone who has a designated broker or financial advisor is required to file a contact us request to reach out to them for assistance or inquiries.
To fill out a contact us request for your broker, you can either call their office, send them an email, or visit them in person during their business hours.
The purpose of contacting your broker is to seek guidance, advice, or assistance regarding your investments, financial transactions, or any other related queries.
When filing a contact us request, you may need to provide your name, account number, contact information, and details of your inquiry or request for assistance.
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