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DTC Instructions

Fenwick High School Donor Gift Stock Procedures


Securities that are being contributed to Fenwick High School may be transferred directly to BMO Harris, either electronically via DTC (preferred), registered mail or via messenger.

1. Electronic (DTC) Transfers
Your broker should transfer the stock to the school’s account at BMO Harris. Wire instructions for your broker follow:

BMO Harris, Milwaukee DTC #0992 (for stock)
BMO Harris, Milwaukee DTC #5409 (for mutual funds)
Fenwick High School 71-1388-01-7
Donor: (last name)
Attn: Securities Movement

2. Transfers by Registered Mail or Physical Delivery
Send or deliver to: Marion Miles BMO Harris
111 East Kilbourn Ave, Suite 200
Milwaukee, Wisconsin 53202

Reference Fenwick High School
To be deposited into account 71-1388-01-7

Contact at BMO Harris:
Marion Miles, Asst. Vice President

Please have your broker contact Cindy Erwin at Fenwick High School at
(708) 948-0324 or via email at 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

If securities are mailed or physically delivered a resolution and stock power will be needed.

Download DTC Instructions Here