Cocatalyst Integration with Brokerage Firms

overview

  • Cocatalyst integrates with the stock brokerage firms in the United States. Learn more about the giving times below.

When you donate your appreciated stock, you are able to bypass capital gains tax, allowing the charity of your choice to receive the full value of your donation. 

Cocatalyst streamlines the stock donation process for you, so neither you nor your chosen charity have to deal with excessive paperwork or processes. All you have to do is visit the Start Donation page to begin a gift of appreciated stock to any US charity, fill out our form, and complete the signature. We take care of the rest. You can learn more about the process in our guide to making a stock donation on Cocatalyst.

Cocatalyst is integrated with the top US brokers, asset custodians, and wealth management firms. When you complete our donation form, we push the requests directly to the broker’s back office through a Cocatalyst proprietary integration. 

The full list of compatible brokers is:

Last Updated: April 5, 2021

Broker Integration Status Delivery Time (Business Days)
Charles Schwab 🟢 Stable 4-5
E*Trade 🟢 Stable 7-10
Fidelity 🟢 Stable 4-5
Interactive Brokers 🟢 Stable 4-5
Merrill Edge 🔴 Paused We are seeing consistent dropped donations and have paused gifts. Please contact support for help.
Merrill Lynch 🟢 Stable 4-5
Morgan Stanley StockPlan 🟢 Stable 7-10
Morgan Stanley Wealth Management 🟢 Stable 7-10
Pershing 🟡 Beta 10-15
TD Ameritrade 🟢 Stable 7-10
UBS 🟢 Stable 5-7
USAA 🟡 Beta 7-10
US Trust 🟢 Stable 10-15
Vanguard 🟢 Stable 5-7
Wells Fargo 🟡 Beta 10-15

We have several other brokers that we are piloting integrations for 2021 and we will make announcements when they are ready for public use.

If you don’t see your broker on the list, fill out our donation form, and enter “Other” for the broker. Our business development team can coordinate with the firm.


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