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.
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.