I went to CS website, filled out my personal info to open an account, including my bank account and routing numbers. It’s been about six months, so I can’t recall if I put in the buy order at that same time, or a week-ish later when the account became active. But either way, no info was requested about other shares I might have owned. I did not speak to anyone, I just signed up on their website, only took a couple minutes.
Only after the account was active, and my initial purchase (directly from CS) went through, did I then DRS shares that I had bought previously.
Hmm, when I tried it asked for my share certificate number or something, and when I called them they said I have to start from my Bank.
When you made the CS account, did you have to provide info about any shares you already owned?
Also did you buy the shares in your brokerage account before you created the CS account or after?
I went to CS website, filled out my personal info to open an account, including my bank account and routing numbers. It’s been about six months, so I can’t recall if I put in the buy order at that same time, or a week-ish later when the account became active. But either way, no info was requested about other shares I might have owned. I did not speak to anyone, I just signed up on their website, only took a couple minutes.
Only after the account was active, and my initial purchase (directly from CS) went through, did I then DRS shares that I had bought previously.