He sends them to computershare and then you open an account using your social security number,to match up with your shares. This is different than a transfer. If you do that your new agent pulls the shares from your old broker. We had a lot of agents that acted like they didn't know or actually didn't know tell him politely to transfer your shares or you will file a complaint with the feds. Or open a fidelity account and tell them to transfer your shares, from amerprise they can do it in about 3 days,then tell them to DRS.
I have my shares through Ameriprise. Do you know how I could DRS from there? My agent is acting like he doesn’t know what is.
He sends them to computershare and then you open an account using your social security number,to match up with your shares. This is different than a transfer. If you do that your new agent pulls the shares from your old broker. We had a lot of agents that acted like they didn't know or actually didn't know tell him politely to transfer your shares or you will file a complaint with the feds. Or open a fidelity account and tell them to transfer your shares, from amerprise they can do it in about 3 days,then tell them to DRS.