Transfer my stock 2025

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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First up, the most common method of transferring cash or shares to another brokerage is whats known as a Transfer of Assets (TOA). If you would like to submit a TOA, you would simply contact the transfer agent or brokerage firm of choice, fill out their TOA paperwork, and submit the request with them directly.
Generally, youll be walked through a step-by-step process online that includes filling out a transfer form or ACAT form. Most accounts can be transferred through an automated process called the Automated Customer Account Transfer (ACAT) Service.
Anyone can transfer shares of stock to someone else if the receiver has a brokerage account. This type of gifting can be done with basic personal and account information. One can either transfer shares they already own, or buy them in their account and then transfer them.
When a shareholder transfers shares from a Demat to another held in his name, there is no tax liability, but the broker can charge a transfer fee. If a shareholder transfers shares to another person, for example, his spouse or children, he has to provide a clear and legitimate reason for doing so.
Contact Computershare at 855-377-0510 and they can assist with selling your shares.
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