J.P. Morgan - Contribute stock or ETFs – GoFundMe Giving Fund

Follow these steps to transfer stocks or ETFs from J.P. Morgan:

DTC Number: 3021
Receiving Firm Name: Alpaca Securities LLC
Receiving Account Registration: GoFundMe Giving Fund

You can find your Giving Fund account information needed for the transfer within your GoFundMe account:
- Go to your Giving Fund on web or the app.
- Select “Add Funds” → “Stocks and ETFs”.
- Use your unique Account Number in this page to fill out the Receiving Account Number
Follow this link to log into your account and securely submit the form.
Click on “Upload Your Documents”.
Select the account you are transferring from.
Upload the file and submit it.

For maximum tax benefits. Contribute shares you’ve held over a year and have appreciated the most.
Record your cost basis before transferring. Most brokerages don’t keep this once shares leave your account, but you may need it for tax reporting.
Do not check “anonymous” on the form. We need your name to match the transfer.
Only stocks and ETFs are eligible. Mutual funds, fixed income, and other assets aren’t currently supported, and the transfer will fail if they’re included.
We’ll sell your shares once received. The sale proceeds are added to your Giving Fund balance.
Already picked an investment strategy? Your contribution will be invested automatically at the next market opportunity.
Transfers usually take 5–10 business days from when you submit it to your brokerage. Timing depends on your brokerage’s processing times and can sometimes take longer. We’ll notify you once it’s complete.