Wire Transfer (DTC Instructions)

To send stock by wire transfer (DTC)

Notify your broker of the following information:

  • The securities should be transferred to Phillips Academy's account at Fidelity Investments; the account name is Trustees of Phillips Academy.
  • Phillips Academy's DTC number is 0226.
  • Phillips Academy's NEW account number is 479428167.
  • Phillips Academy's Federal I.D. number is 04-2103579.
  • Include the donor's name and the designation (i.e., Andover Fund) on the transfer.

For information on establishing a life income gift with stock

Please contact David Flash, director of gift planning, at 978-749-4297 or e-mail him at dflash@andover.edu.

All Andover students are assigned to one of the school’s five “clusters,” each of which functions as a small neighborhood within the Academy.

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