If you want to transfer a security using the Direct Registration System (DRS), you need to email our Customer Service team. For a cost of $30 each, we'll transfer DRS eligible
securities from your ShareBuilder account.
Please email this information :
- A request to transfer a certificate via DRS
- A list of stocks you would like transferred (must be eligible for DRS transfer)
- The number of whole shares to be transferred
- The account number of the ShareBuilder Account
- The name(s) on this account (if this is a joint account, both names must be included)
- The email message must include the phrase "Issue a DRS transfer for (number of shares) share(s) for (ticker symbol)"
Note: If you do not have sufficient funds available in your cash balance, please send a check, wire
funds, or place a one-time electronic funds transfer request from a checking or savings account to fund this request.