For IRA checks, please note the year of contribution and the retirement account number on the face of the check. Click on Account Transfer Form and print a hard copy. After completing and signing the form, mail it, along with a copy of your most recent account statement, to the Griswold Street address above. We'll do the rest. You may now safely mail your certificate via first-class mail to us at our Griswold Street address.
Customers are responsible for any loss resulting from non-deliverable securities.
In the event that your stock will not clear with the transfer agent, we reserve the right to subject your account to a buy in. This means we will be required to repurchase the security in the open market. For example, if a check is deposited on a Monday, funds from the deposited check will be released for withdrawal on the following Thursday. Deposits by federal wire may reduce the delays mentioned above. We will respond to your e-mail within two business days.