Share UATX’s brokerage account information with your broker.
Transfer shares directly to UATX’s account at Morgan Stanley: Account Number 269-074340-314; DTC Number 0015.
For any questions, please contact The Welch Group of Morgan Stanley: firstname.lastname@example.org
Reach out to your brokerage firm to initiate a transfer of shares.
We want to be able to acknowledge and allocate your gift appropriately.
Have your broker inform UATX by email to email@example.com when the transfer has taken place.