Transfer stock certificates to brokerage account

Transfer stock certificates to brokerage account

Posted: firewaterburn Date: 25.06.2017
Overview of the Direct Registration System

Please make a copy of your certificates and any completed forms for your records. Mail the certificates and any other supporting documentation to: Banking Services Mail Zone KC1N Crosby Parkway Covington, KY Customer Service Open An Account Refer A Friend Log In Customer Service Open An Account Refer A Friend Log Out.

transfer stock certificates to brokerage account

Transfer Assets Transfer from Another Financial Institution Account Transfer Status Transfer to an Annuity Exercise Employee Stock Options Checks and Stock Certificates Send a Check Order Deposit Slips Send in Stock Certificates Request a Check.

All account owners must sign their names exactly as it appears on the certificate s.

If the certificates and your Fidelity Brokerage account are identically registered, endorse the certificates exactly as registered and mail them to the address below. If the certificates and your Fidelity Brokerage account are not identically registered, please complete a Certificate Release Request.

This page will open in a popup window. If you would rather not endorse the certificates, you can send them to Fidelity along with a completed Irrevocable Stock or Bond Power Form.

This form can also be used if you have already sent us certificates and were notified that they were not endorsed correctly. If the certificates are not identically registered, please complete and send a Certificate Release Request.

Stock Deposits | Scottrade

Write your Fidelity Account number in the top right corner of the certificate. Write National Financial Services LLC in the blank space between "appoint" and "attorney" on the back of the certificate.

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All other spaces shown should be left blank see example below. Please sign the back of the certificate exactly as your name appears on the front of the certificate.

All owners listed on the front of the certificate must sign the back. Banking Services Mail Zone KC1N Crosby Parkway Covington, KY Questions If you have any questions, please call us at Terms of Use Privacy Security Site Map.

transfer stock certificates to brokerage account

Send in Stock Certificates.

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