STOCK TRANSFERS
For questions contact:
Kate Lauer
(513) 762-5221
[email protected]
Graystone Consulting | Cincinnati at Morgan Stanley Wealth Management, LLC
7755 Montgomery Road, Suite 200
Cincinnati, OH 45236
| Morgan Stanley Account #: 285-053558-417 | Morgan Stanley DTC #: 0015 |
STEPS:
- Contact your brokerage firm and have them make an electronic transfer of stock from your account to our account at Morgan Stanley.
- Your broker will:
Request Our Daily Bread’s DTC and account number to make the transfer
Transfer the stock electronically to Morgan Stanley
- Morgan Stanley will then cash the stock and mail Our Daily Bread a check for the amount. Our Daily Bread will process and mail a thank you letter/receipt for your records.