Moving stock into Craft Pod is simple. You’ll do an in-kind transfer from your brokerage account to the Pod’s custodian account. We’ll give you the exact account details and instructions. Typically, this is done through an ACATS transfer or a DTC wire of shares.
Here’s how it works:
Once you’re ready to contribute, Craft provides you with the receiving account info (including account number, DTC code, etc.).
You then contact your brokerage (or use their online transfer tool) to move the specified shares into the Craft Pod account.
This process is just like transferring stock to another brokerage — the only difference is that the destination is Craft’s account.
We stay in close contact during this step and confirm when the shares arrive. If you need help at any point during this process, our team will guide you through it to make sure everything goes smoothly and on time.
Please read our full disclosures before making an investment decision.