Gift Mutual Fund Shares

Gifting shares of mutual funds is a great way to give back to our investment education organization.

Electronic delivery of mutual fund shares is the quickest and most secure delivery process. You may be able to transfer using the DTC information below. However, an account at a specific fund company may be necessary to initiate the transfer. In this case, please contact us at It may be necessary for us to initiate an account to accept transfers of shares.

Donate through Oppenheimer & Co. Inc.

DTC # 0571

For account #B38-0018180

Account name: National Association of Investors Corp

Oppenheimer Contact:
   Dean M. Smith
   Oppenheimer & Co. Inc.
   Senior Director - Investments
   Investment Advisor Representative
   63 Kercheval Avenue, Ste 300
   Grosse Pointe Farms, MI  48236

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