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DTC Instructions

Fenwick High School Tax ID# 36-1066828

Securities that are being contributed to Fenwick High School may be transferred directly to BMO Financial Group electronically via DTC.

1. Electronic (DTC) Transfers

Your broker should transfer the stock to the school’s account at BMO Financial Group. Wire instructions for your broker follow:

BMO Financial Group, Milwaukee DTC #0992
Fenwick High School 61-1908-01-3
Donor: (last name)
Attn: Securities Movement

2. Electronic (DTC) Transfers of Mutual Funds

Your broker should transfer the stock to the school’s account at BMO Financial Group. Wire instructions for your broker follow:

BMO Financial Group, Milwaukee DTC #5409
Fenwick High School 61-1908-01-3
Donor: (last name)
Attn: FIS Wealth Outsourcing Solutions – Mutual Fund Dept
Email: WOS_MKE_Mutual.Fund.Transfers@fisglobal.com

Contact at BMO Financial Group: Marion Miles, Asst. Vice President

Please have your broker contact Cindy Erwin (cerwin@fenwickfriars.com) at Fenwick High School to notify them of your gift. Provide the following information:

Donor name and address
Name of security being transferred
Number of shares
Date of transfer

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