I know DRS is done at Odyssey, but can anyone explain the procedure?
My shares are currently with E*Trade but would like to get the DRS going. I keep forgetting to look into it at home on my computer, but here I am at work looking into it on my phone again. I hate doing stuff on my phone lol
Whatever broker you’re using, transfer your shares to fidelity as I believe (correct me if I’m wrong) its the easiest platform to drs from
In fidelity, when you call and you’re at the chat prompt or you use their chat bot, just say “DRS”, the chat bot will walk you through it, on the phone just wait to be transferred.
After it’s done, wait a week. OdysseyTrust does not automatically send out statements like computershare does so you’ll have to call them up to create your online account.